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kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/account-and-setup"> <span>Account & Setup</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/account-and-setup/topics#user-management"> <span>User Management</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>HubSpot user permissions guide</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="November 1, 2023" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">HubSpot user permissions guide</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified">  November 20, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">All products and plans</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>HubSpot users with <em><a href="#account-access" rel="noopener">Add & edit users</a></em> permissions can customize permissions for <a href="https://knowledge.hubspot.com/account-management/add-and-remove-users" rel="noopener" target="_blank">new</a> and <a href="https://knowledge.hubspot.com/user-management/manage-user-permissions" rel=" noopener">existing users</a> in their <a href="https://www.hubspot.com/products/crm?hubs_content=knowledge.hubspot.com%2Fsettings%2Fhubspot-user-permissions-guide&hubs_content-cta=hubspot%2Faccount" rel="noopener" target="_blank">HubSpot account</a>. </p> <p>You can also <a href="https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties" rel="noopener" target="_blank">limit edit access to properties</a> and <a href="https://knowledge.hubspot.com/account-security/limit-access-to-your-hubspot-assets" rel="noopener" target="_blank">assign content access</a> for specific users. Learn how to <a href="https://knowledge.hubspot.com/user-management/manage-user-permissions" rel="noopener" target="_blank">access the <em>Users & Teams</em> settings to update user permissions</a>.</p>  <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>Users will need to log out of the account and back in before updates to their permissions will take effect.</li> <li>When HubSpot adds new permissions to a <a href="https://knowledge.hubspot.com/account-management/add-and-remove-users#set-up-user-permissions" rel="noopener" target="_blank">permission set</a>, existing users will retain the access they have and any new permissions added to the set will be turned on by default for the user.</li> </ul> </div> <br> <h2>CRM</h2> <p>On the <em>CRM</em> tab, set permissions for CRM objects and tools.</p> <p>To manage user permissions for your conversations inbox, review the documentation on <a href="https://knowledge.hubspot.com/inbox/set-up-the-conversations-inbox" rel="noopener" target="_blank">how to create a conversations inbox</a>.</p> <h3>CRM objects</h3> <p>The following CRM objects and activities have customizable permissions:</p> <ul> <li>Contacts</li> <li>Companies</li> <li>Deals</li> <li>Tickets</li> <li>Tasks</li> <li>CRM emails</li> <li>Meetings</li> <li>Calls</li> <li>Notes</li> <li>Invoices</li> </ul> <p>To customize which objects or activities the user can create, view, edit, delete, click the <span style="font-weight: bold;">object</span> (e.g. Contacts, Companies, etc.) to expand the section. </p> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/contacts-permissions-example.png?width=300&height=320&name=contacts-permissions-example.png" width="300" height="320" loading="lazy" alt="contacts-permissions-example" style="height: auto; max-width: 100%; width: 300px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/contacts-permissions-example.png?width=150&height=160&name=contacts-permissions-example.png 150w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/contacts-permissions-example.png?width=300&height=320&name=contacts-permissions-example.png 300w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/contacts-permissions-example.png?width=450&height=480&name=contacts-permissions-example.png 450w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/contacts-permissions-example.png?width=600&height=640&name=contacts-permissions-example.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/contacts-permissions-example.png?width=750&height=800&name=contacts-permissions-example.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/contacts-permissions-example.png?width=900&height=960&name=contacts-permissions-example.png 900w" sizes="(max-width: 300px) 100vw, 300px"></p> <p>Depending on the object, you can select from the following permissions:</p> <ul> <li><strong>View: </strong>click the <strong>dropdown menu</strong> to control the set of objects or activities the user can view.  <ul> <li>The options are <em>All [objects]</em>, <em>[Objects] their team owns</em>, and <em>[Objects] they own</em>.</li> <li>When selecting <em>[Objects] their team owns</em><em> </em>or <em>[Objects] they own</em>, select the <strong>Unassigned</strong> checkbox to allow the user to view unassigned records or activities. </li> <li>Users with <em>[Objects] they own</em> permissions will only see their assigned records on index pages, in the lists tool, and in reports.</li> </ul> </li> </ul> <a id="CRM-object-edit-access" data-hs-anchor="true"></a> <ul> <li><strong>Edit: </strong>click the <strong>dropdown menu</strong> to control the set of objects or activities the user can create, edit, merge, and import. They can also delete activities. <ul> <li>The options are <em>All [objects]</em>, <em>[Objects] their team owns</em>, <em>[Objects] they own</em>, or <em>None</em>.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>When selecting <em>[Objects] their team owns</em><em> </em>or <em>[Objects] they own</em>, select the <strong>Unassigned</strong> checkbox to allow the user to edit unassigned records or activities.</li> </ul> </li> </ul> <ul> <li><strong>Delete: </strong>click the <strong>dropdown menu</strong> to control the set of objects or activities the user can delete. <ul> <li>The options are <em>All [objects]</em>, <em>[Objects] their team owns</em>, <em>[Objects] they own</em>, or <em>None</em>.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>When selecting <em>[Objects] their team owns</em><em> </em>or <em>[Objects] they own</em>, select the <strong>Unassigned</strong> checkbox to allow the user to delete unassigned records or activities.</li> </ul> </li> </ul> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li><em>View </em>permissions are not the same as a <em>View-only Seat</em>. Learn more about the different <a href="/account-management/manage-seats" rel="noopener" target="_blank">seat types</a> and what they give a user access to.</li> <li>Users with <em>Edit</em> permissions can delete activities on a record. You must remove their <em>Edit</em> permissions if you don't want them to have this ability.</li> <li>Users with <em>View</em> permissions can still create notes or tasks on records of that object. Users must have <a href="#communicate" rel="noopener"><em>Communicate</em></a> permissions to edit notes or tasks on those records, associate activities with other records, or create other activities, such as emails, calls, and meetings.</li> <li>Ownership permissions are based on the default owner properties and custom <a href="https://knowledge.hubspot.com/properties/create-and-edit-properties" target="_blank" rel="noopener">HubSpot user field type properties</a>. Users who are set as the owner with either type of property have owner access to the record. Users with <span style="font-style: italic;">[Objects] their team owns</span> permissions can access records owned by any members of their <a href="https://knowledge.hubspot.com/user-management/create-and-manage-teams" rel="noopener">assigned teams</a>.</li> </ul> </div> <br> <h3>CRM Tools</h3> <p>Customize access to bulk actions, property settings, and the workflows tool.</p> <a id="communicate" data-hs-anchor="true"></a> <ul> <li><strong>Communicate</strong><strong>:</strong> click the <strong>dropdown menu</strong> to control the contacts, companies, deals, tickets, tasks, and individual custom objects a user can add an email, call, or meeting to, as well as associate these activities with other records.<br> <ul> <li>The options are <em>All records</em>, <em>Records their team owns</em>, <em>Records they own</em>, and <em>None</em>.</li> <li>When selecting <em>Records their team owns </em>or <em>Records they own</em>, select the <strong>Unassigned</strong> checkbox to allow the user to communicate with unassigned contacts and companies.</li> <li>This only applies to CRM emails, <span style="text-decoration: underline;">not</span> marketing emails. Learn more about <a href="#marketing-emails" rel="noopener">setting permissions for marketing emails</a>. </li> </ul> </li> <li><strong>Bulk delete: </strong>toggle the <span style="font-weight: bold;">Bulk delete </span>switch on to let the user bulk delete contacts, companies, deals, tickets, and tasks. This would allow the user to <a href="https://knowledge.hubspot.com/records/delete-crm-records" rel=" noopener">delete contacts from within a list</a> or dashboard, for example. Users without this permission can still delete contacts, company, deals, tickets, and tasks from individual records if they have the <em>Edit</em> permission for <em>Contacts</em>. Users with this permission can also delete leads in the <a href="/prospecting/use-the-prospecting-workspace" rel="noopener" target="_blank">prospecting workspace</a>.</li> <li><strong>Import</strong><strong>: </strong>toggle the <strong>Import </strong>switch on to let the user import CRM records in bulk or one at a time in your HubSpot account.</li> <li><strong>Export: </strong>toggle the <strong>Export </strong>switch on to let the user export CRM records and reporting data from your HubSpot account.</li> <li><strong>Custom</strong> <strong>views </strong>(<em>Professional </em>and <em>Enterprise</em> only)<strong>: </strong>toggle the <strong>Custom views</strong> switch on to let users create, edit, and delete custom views in the inbox. </li> <li><strong>Customize record page layout</strong>: toggle the <strong>Customize record page layout</strong> switch on to let the user <a href="https://knowledge.hubspot.com/object-settings/customize-records" rel="noopener" target="_blank">update the content and appearance of the record layout.</a></li> </ul> <h2>Marketing</h2> <p>On the <em>Marketing</em> tab, set permissions for marketing publishing tools. </p> <ul> <li><strong>Lists</strong><strong>: </strong>toggle the <span style="font-weight: bold;">Lists </span>switch on to give the user access to the <a href="https://knowledge.hubspot.com/lists/create-active-or-static-lists" target="_blank" rel="noopener">lists tool.</a> <ul> <li><strong>View</strong>: toggle the <strong>View</strong> switch on to let the user view lists, but not create or edit them.</li> <li><span style="font-weight: bold;">Edit</span>: toggle the <span style="font-weight: bold;">Edit</span><span style="font-weight: normal;"> switch on to let </span>the user create and edit lists. To <a href="/lists/add-or-remove-contacts-from-a-list" rel="noopener" target="_blank">add records to a static list,</a> a user also needs <a href="#CRM-object-edit-access" rel="noopener"><span style="font-style: italic;">Edit </span>access for contacts and companies</a>.</li> </ul> </li> </ul> <ul> <li><strong>Forms:</strong> toggle the <span style="font-weight: bold;">Forms </span>switch on to let the user access the <a href="https://knowledge.hubspot.com/forms/create-forms" target="_blank" rel="noopener">forms tool</a>. </li> </ul> <p class="alert"><strong>Please note: </strong>to <a href="https://knowledge.hubspot.com/knowledge-base/set-up-support-form-for-your-knowledge-base" rel="noopener" target="_blank">create and connect a support form to a channel</a>, a user needs the <a href="#account-access-permission" rel="noopener"><span style="font-style: italic;">Account Access</span> permission</a>. To edit a form's <a href="https://knowledge.hubspot.com/forms/form-automations" rel="noopener" target="_blank">follow-up email </a>a user needs <a href="#marketing-email-publish-permission" rel="noopener">Marketing Email <em>Publish</em> permission</a>.</p> <br> <ul> <li><strong>Files: </strong>toggle the <span style="font-weight: bold;">Files </span>switch on to let the user view, edit, and delete permissions in the files tool. Within the files tool, you can also limit access to individual files, folders, or subfolders to specific users and teams. <br> <ul> <li><strong>View:</strong> the user will be able to review existing files, and upload new files. The user will not be able to edit existing file details. </li> <li><strong>Edit: </strong>the user will be able to upload new files, review existing files, and edit file details. However, the user will not be able to delete files. Learn more about <a href="https://knowledge.hubspot.com/files/organize-edit-and-delete-files?hubs_content=knowledge.hubspot.com/files/manage-your-users-file-access&hubs_content-cta=managing%20your%20file%27s%20details" rel="noopener">managing your file's details</a>. </li> <li><span style="font-weight: bold;">Delete:</span> the user will be able to upload new files, review existing files, edit file details, and delete files. Learn more about <a href="https://knowledge.hubspot.com/files/archive-delete-restore-files?hubs_content=knowledge.hubspot.com/files/manage-your-users-file-access&hubs_content-cta=deleting%20and%20restoring%20files" rel="noopener">deleting and restoring files</a>.</li> <li><strong>No access:</strong> if none of the options are turned on, the user will not have access to the files tool, and will not be able to review, edit, or delete existing files. However, users will still see the files option in the navigation bar and have access to the file picker in other editors.</li> </ul> </li> <li><strong>Marketing Access: </strong>toggle the <span style="font-weight: bold;">Marketing Access</span> switch on to let the user access marketing tools, such as the email tool or <a href="https://knowledge.hubspot.com/records/how-do-i-unsubscribe-or-opt-out-contacts-from-email" rel="noopener" target="_blank">opting contacts out of marketing emails</a>. This also lets the user access <a href="https://knowledge.hubspot.com/records/work-with-records?_ga=2.210861788.833499987.1628799550-1904174792.1628799550#view-a-record" rel="noopener" target="_blank"><em>Website activity</em></a> on contact records. With Marketing Access switched on, you can turn on more specific marketing tool permissions.</li> </ul> <h3>Marketing tools</h3> <ul> <li><strong>Ads: </strong>toggle the <strong>Ads</strong> switch on to give the user access to <a href="/get-started/market-your-business#create-and-analyze-ad-campaigns" rel="noopener" target="_blank">the ads tool</a>. <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view ad account activity.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user connect accounts from supported ad networks.</li> </ul> </li> <li><strong>Campaigns</strong>: toggle the <strong>Campaigns</strong> switch on to give the user access to campaigns. <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view campaigns.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user manage campaigns and assets.</li> </ul> </li> </ul> <a id="marketing-emails" data-hs-anchor="true"></a> <ul> <li><span style="font-weight: bold;">Marketing e</span><strong>mail:</strong> toggle the <strong>Marketing email</strong> switch on to give the user access to marketing emails.<br> <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view marketing emails, but not edit or publish them.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create emails, delete emails, edit the <a href="https://knowledge.hubspot.com/marketing-email/how-do-i-create-default-values-for-my-personalization-tokens" rel="noopener">default values for email personalization</a>, and send <a href="https://knowledge.hubspot.com/marketing-email/how-do-i-send-a-test-email" rel="noopener" target="_blank">test emails</a>. They cannot send marketing emails to contacts or <a href="https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows" rel="noopener" target="_blank">save emails for automation to use in workflows</a>.</li> </ul> </li> </ul> <a id="marketing-email-publish-permission" data-hs-anchor="true"></a> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user publish and send marketing emails.</li> </ul> </li> </ul> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>A user must have at least <span style="font-style: italic;">View</span> access to <a href="https://knowledge.hubspot.com/marketing-email/how-can-i-send-an-email-to-a-contact-that-has-previously-bounced#remove-a-hard-bounce" rel="noopener" target="_blank">unbounce a contact</a>.</li> <li>A user must have at least <span style="font-style: italic;">View</span> access and <a href="#website-settings" rel="noopener"><em>Website settings</em> permission</a> to configure <a href="https://knowledge.hubspot.com/marketing-email/manage-your-marketing-email-account-settings" rel="noopener" target="_blank">email footer and styling settings</a>.</li> <li>To publish resubscription emails, a user must have the <a href="#website-settings" rel="noopener"><em>Website settings</em> permission</a>.</li> </ul> </div> <br> <ul> <li><strong>CTA:</strong> toggle the <strong>CTA</strong> switch on to give the user access to CTAs. <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view CTAs.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete CTAs.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user publish CTAs.</li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong> to <a href="/ctas/create-calls-to-action-ctas" rel="noopener" target="_blank">create CTAs</a> (legacy) a user must have <em>Edit</em> or <em>Publish</em> access for <em>Blog</em>, <em>Email</em>, <em>Landing pages</em>, or <em>Website pages</em><span style="font-weight: normal;">.</span></p> <br> <ul> <li><strong>Marketing SMS:</strong> toggle the <strong>Marketing SMS</strong> switch on to give the user access to Marketing SMS. <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view SMS messages in your account.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete SMS messages in your account.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user publish and send SMS messages in your account.</li> </ul> </li> </ul> <ul> <li><strong>Social: </strong>click the <span style="font-weight: bold;">dropdown menu</span> to control the social accounts the user can publish to. Users with <em>All accessible accounts</em>, <em>Their connected accounts</em>, or <em>Draft only</em> social permissions can see all shared social accounts in social monitoring, publishing, and reports, as well as any social accounts they connected. <ul> <li> <p><strong>All accessible accounts: </strong>the user can publish to social accounts they connected, or to any shared social accounts. The user can also <a href="https://knowledge.hubspot.com/social/manage-your-social-account-settings" rel="noopener" target="_blank">configure social settings</a>.</p> </li> <li> <p><strong>Their connected accounts:</strong> the user can only publish to social accounts they connected.</p> </li> <li> <p><strong>Draft only</strong> (<strong><em>Marketing Hub</em></strong> <em>Enterprise</em> only)<strong>:</strong> the user cannot publish to any social accounts, but can create <a href="https://knowledge.hubspot.com/social/create-and-schedule-draft-social-posts" rel="noopener" target="_blank">draft social posts</a> in social accounts they connected or any shared social accounts.</p> </li> <li><strong>None:</strong> the user has no access to the social tool, which will not appear in the navigation menu when they are logged in.</li> </ul> </li> </ul> <ul> <li><strong>Content staging: </strong>toggle the <span style="font-weight: bold;">Content staging</span> switch on to let the user access the <a href="https://knowledge.hubspot.com/website-pages/redesign-and-relaunch-your-site-with-content-staging" target="_blank" rel="noopener">content staging tool</a>.</li> </ul> <h3>Website tools</h3> <ul> <li><strong>Blog:</strong> toggle the <strong>Blog</strong> switch on to give the user access to blog content.<br> <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view blog content.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete blog content, as well as create and edit blog authors. They cannot publish new posts or update live posts.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user publish and update blog content.</li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong> to view the <a href="/seo/view-seo-recommendations-in-hubspot" rel="noopener" target="_blank">SEO tool</a>, a user must have at least <em>View</em> access to <em>Email</em>, <em>Blog</em>, <em>Landing pages</em>, or <em>Website pages</em>. To make updates to the SEO tool, a user must have at least <em>Edit</em> access to <em>Email</em>, <em>Blog</em>, <em>Landing Pages</em>, or <em>Website pages</em>, or have access to <a href="#website-settings" rel="noopener"><em>Website settings</em>.</a></p> <br> <ul> <li><strong>Podcasts:</strong> toggle the <strong>Podcasts </strong>switch on to give the user access to landing pages.<br> <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view podcast content.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete podcast content. They cannot create new podcast episodes or update live podcast episodes.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user publish and update podcast content.</li> </ul> </li> <li><strong>Case Studies: </strong>toggle the <strong>Case Studies </strong>switch on to give the user access to case studies. <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view case studies.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete case studies</li> <li><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Publish:</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);"> toggle the </span><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Publish</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);"> switch on to let the user publish and update podcast content.</span></li> </ul> </li> </ul> <ul> <li><strong>Landing pages:</strong> toggle the <strong>Landing pages</strong> switch on to give the user access to landing pages.<br> <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view landing page content.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete landing page content. They cannot create new pages or update live pages.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user publish and update landing page content.</li> </ul> </li> </ul> <ul> <li><strong>Website pages:</strong> toggle the <strong>Website pages</strong> switch on to give the user access to website pages.<br> <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view landing website page content.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete website page content. They cannot create new pages or update live pages.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user publish and update website page content.</li> </ul> </li> <li><strong>Content Remix</strong>: toggle the <strong>Content Remix </strong>switch on to give the user access to the content remix tools.  <ul> <li><strong>View: </strong>toggle the <strong>View </strong>switch on to the let the user review existing content remixes. </li> <li><strong>Edit: </strong>toggle the <strong>Edit </strong>switch on to let the user create, edit, and delete content remixes and remixed content. </li> </ul> </li> <li><strong>Website database <em>(Content</em></strong><em> <strong>Hub</strong></em> <strong>only):</strong> toggle the <strong>Website database</strong> switch on to give the user access to website database table customization settings. You must turn on <a href="#website-database-table-settings" rel="noopener"><em>Website database table </em>settings</a> to create, clone, and delete tables.<br> <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user see data within the table rows and export data. They cannot add additional data.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user add rows to a table, clone locked rows, import data, and export data.</li> <li><strong>Publish:</strong> toggle the <strong>Publish</strong> switch on to let the user add new rows, edit existing rows, and delete rows from a table.</li> </ul> </li> </ul> <ul> <li><strong>URL Redirects:</strong> toggle the <strong>URL Redirects</strong> switch on to give the user access to URL redirects.<br> <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view redirected URLs.</li> <li><strong>Publish: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete URL redirects</li> </ul> </li> </ul> <ul> <li><strong>Design tools: </strong>toggle the <span style="font-weight: bold;">Design tools </span>switch on to let the user edit <a href="https://knowledge.hubspot.com/design-manager/create-page-email-and-blog-templates-in-the-layout-editor" rel="noopener" target="_blank">templates</a> and <a href="https://knowledge.hubspot.com/design-manager/create-and-edit-modules" rel="noopener" target="_blank">modules</a>. Users with this permission can also access the <a href="https://knowledge.hubspot.com/resources/how-to-purchase-a-template" rel=" noopener">template marketplace </a>and <a href="https://knowledge.hubspot.com/marketing-email/save-your-marketing-email-as-a-template" rel="noopener" target="_blank">save marketing emails as templates</a>.</li> </ul> <p class="alert"><strong>Please note:</strong> it's recommended to also give a user <a href="#account" rel="noopener"><em>Global content settings</em> </a>and <a href="#website-settings" rel="noopener" style="font-style: italic;">Website Settings</a> permissions if they'll need to edit global web assets and blog/website settings.</p> <br> <h3>Approvals</h3> <p>Customize permissions to approve content publishing. Approvals must be turned on for each tool.</p> <ul> <li><strong>Approve marketing emails:</strong> toggle the switch on to let the user approve requests to publish marketing emails.</li> <li><strong>Approve blog posts:</strong> toggle the switch on to let users approve requests to publish blog posts.</li> <li><strong>Approve landing pages:</strong> toggle the switch on to let users approve requests to publish landing pages.</li> <li><strong>Approve website pages:</strong> toggle the switch on to let users approve request to publish website pages.</li> </ul> <h2>Sales</h2> <p>On the <em>Sales</em> tab, set more granular permissions and restrictions for sales tools such as <a href="https://knowledge.hubspot.com/products/how-do-i-use-products" rel="noopener" target="_blank">products</a> and <a href="/templates/create-and-send-templates" rel="noopener" target="_blank">templates</a>, as well as assign <a href="https://knowledge.hubspot.com/account-management/manage-seats" rel="noopener">paid Sales Hub seats</a><span style="color: inherit; font-size: 1em;">.</span></p> <ul> <li><strong>Create custom line items: </strong><span style="font-weight: normal;">t</span>his is turned on by default and lets the user create <a href="https://knowledge.hubspot.com/products/edit-products-and-terms-in-the-line-items-editor" rel="noopener" target="_blank">line items</a> from a deal record or quote when using the line item editor. If using the <a href="https://developers.hubspot.com/beta-docs/reference/api/crm/objects/line-items" rel="noopener" target="_blank">API to create custom line items</a>, this doesn't apply.</li> <li><strong><span style="color: inherit; font-size: 1em;"><span style="color: inherit; font-size: 16px;">Manage quote</span></span></strong><span style="color: inherit; font-size: 1em;"><span style="color: inherit; font-size: 16px;"> <strong>templates</strong><strong>: </strong>toggle the switch on to let users create and edit templates used when creating quotes.</span></span></li> <li><strong>Access Prospecting Agent (BETA):</strong> toggle the switch on to let users configure and access the prospecting agent. </li> <li><strong><span style="color: inherit; font-size: 1em;">Manage payment links:</span></strong><span style="color: inherit; font-size: 1em;"> toggle the switch on to let the user manage one-time and recurring payment links.</span></li> <li><strong><span style="color: inherit; font-size: 1em;">Manage payments and subscriptions:</span></strong><span style="color: inherit; font-size: 1em;"> toggle the<span style="font-weight: normal;"> switch</span> on to let the user view transaction history, download reports, send receipts, cancel subscriptions, and issue refunds.</span></li> <li><span style="font-size: 16px;"><span style="color: inherit;"><strong>Sales Access:</strong> click to toggle the <strong>Sales Access</strong> switch on to let</span><span style="color: inherit;"> the user access sales templates, snippets, documents, calling, and the meetings tool, as well as the option to connect their personal email. With the switch on, more granular permissions will appear for HubSpot's sales tools.</span></span> <ul> <li><span style="color: inherit; font-size: 1em;"><strong>Templates:</strong> click to toggle <span style="font-weight: bold;">Templates</span><span style="font-weight: normal;"> switch</span> on to let the user create, edit, and delete <a href="/templates/create-and-send-templates" rel="noopener" target="_blank">templates</a>. Users with assigned <em><strong>Sales Hub </strong></em>and <strong><em>Service Hub </em></strong>paid seats that do not have permission to create and edit templates will still be able to view and send templates.</span></li> <li><strong><span style="color: inherit; font-size: 1em;">Meeting scheduling pages</span></strong><span style="color: inherit; font-size: 1em;"><strong>: </strong>click to toggle the <strong>Meeting</strong><strong> scheduling pages</strong> switch on to let the user create, edit, and delete scheduling pages for other users. A user must also have <a href="#personal-email-access" rel="noopener"><em>Personal email access</em></a> toggled on.</span></li> </ul> </li> </ul> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>Once you toggle on <span style="font-weight: bold;">Sales Access</span>, the permissions listed below will be dependent on <a href="https://legal.hubspot.com/hubspot-product-and-services-catalog" rel="noopener" target="_blank">the subscription tier</a> of your seat.</li> <li><span style="color: inherit; font-size: 1em;">If you've assigned all of your paid seats, you can click </span><strong style="color: inherit; font-size: 1em;">Purchase another User</strong><span style="color: inherit; font-size: 1em;"> to upgrade a user. Learn more about <a href="https://knowledge.hubspot.com/account-management/manage-seats" rel="noopener" target="_blank">managing paid <em><strong>Sales Hub</strong></em> </a>users.</span></li> </ul> </div> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Forecast:</strong> customize <em>View</em> and <em>Edit</em> access to the <a href="/forecast/use-the-forecast-tool" rel="noopener" target="_blank">sales forecast tool</a>. Updating forecast permissions in <span style="font-style: italic;">Sales </span><span style="font-style: normal;">will also update permissions in <span style="font-style: italic;">Service</span><span style="font-style: normal;">.</span></span><br> <ul> <li>Users with <i>Forecast they own</i> permissions can only view their own forecasts.</li> <li>Users with <em>Forecast their team owns</em> permissions can see their own forecasts as well as their teammates within that team.</li> </ul> </li> <li><strong>Playbooks: </strong>customize <em>View</em><span style="font-style: normal;">,</span> <em>Edit</em><span style="font-style: normal;">, and <span style="font-style: italic;">Publish</span></span> access to the sales playbook tool. Updating forecast permissions in <span style="font-style: italic;">Sales </span><span style="font-style: normal;">will also update permissions in <span style="font-style: italic;">Service</span><span style="font-style: normal;">. </span></span></li> <li><strong><span style="font-style: normal;"><span style="font-style: normal;">Sequences: </span></span></strong><span style="font-style: normal;"><span style="font-style: normal;">click to toggle the <strong>Sequences</strong> switch on to let users create sequences.</span></span></li> <li><span style="font-style: normal;"><span style="font-style: normal;"><strong>Manage sequences library: </strong>click to toggle the Manage sequences library switch on to let users view, edit, and delete sequences (including sequences that are private or shared with specific users and teams). </span></span></li> <li><strong><span style="font-style: normal;"><span style="font-style: normal;">Bulk enroll</span></span></strong><span style="font-style: normal;"><span style="font-style: normal;"> <strong>sequences:</strong> click to toggle the <strong>Bulk enroll sequences</strong> switch on to let users bulk enroll multiple contacts at the same time into a sequence.</span></span></li> <li><strong><span style="font-style: normal;"><span style="font-style: normal;">View Sales Workspace as another</span></span></strong><span style="font-style: normal;"><span style="font-style: normal;"> <strong>user: </strong>click to toggle the <strong>View Sales Workspace as another user</strong> to let users view other users' workspaces.</span></span></li> </ul> </li> <li style="list-style-type: none;"> <h2>Service</h2> </li> <li><strong>Feedback surveys:</strong> click to toggle the <strong>Feedback surveys</strong> switch on to give the user access to feedback surveys. <br> <ul> <li><strong>View: </strong>toggle the<strong> View</strong> switch on to let the user view feedback surveys.</li> <li><strong>Edit:</strong> toggle the<strong> Edit</strong> switch on to let the user create, edit, and delete feedback surveys.</li> </ul> </li> <li><strong>Knowledge base articles:</strong> customize <em>Edit</em> and <em>Publish</em> access for Knowledge Base articles. </li> <li><span style="color: inherit; font-size: 1em;"><strong>Templates:</strong> click to toggle the <span style="font-weight: bold;">Templates</span><span style="font-weight: normal;"> switch</span> on to let the user create, edit, and delete <a href="/templates/create-and-send-templates" rel="noopener" target="_blank">templates</a>. Users with assigned <em><strong>Sales Hub </strong></em>and <strong><em>Service Hub </em></strong>paid seats that do not have permission to create and edit templates will still be able to view and send templates.</span></li> <li><strong>Meeting scheduling pages</strong><span style="color: inherit; font-size: 1em;"><strong>: </strong>click to toggle the <strong>Meeting</strong><strong> scheduling pages</strong> switch on to let the user create, edit, and delete scheduling pages for other users. A user must also have <a href="#personal-email-access" rel="noopener"><em>Personal email access</em></a> toggled on.</span></li> </ul> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>The permissions listed below will be dependent on <a href="https://legal.hubspot.com/hubspot-product-and-services-catalog" rel="noopener" target="_blank">the subscription tier</a> of your seat.</li> <li><span style="color: inherit; font-size: 1em;">If you've assigned all of your paid seats, you can click </span><strong style="color: inherit; font-size: 1em;">Purchase another User</strong><span style="color: inherit; font-size: 1em;"> to upgrade a user. Learn more about <a href="https://knowledge.hubspot.com/account-management/manage-seats" rel="noopener" target="_blank">managing paid <em><strong>Service Hub</strong></em></a> users.<a href="https://knowledge.hubspot.com/account-management/manage-seats" rel="noopener" target="_blank"></a></span></li> </ul> </div> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Forecast:</strong> customize <em>View</em> and <em>Edit</em> access to the <a href="/forecast/use-the-forecast-tool" rel="noopener" target="_blank">forecast tool</a>. Updating forecast permissions in <span style="font-style: italic;">Service </span><span style="font-style: normal;">will also update permissions in <span style="font-style: italic;">Sales</span><span style="font-style: normal;">.</span></span><br> <ul> <li>Users with <i>Forecasts they own</i> permissions can only view their own forecasts.</li> <li>Users with <em>Forecasts their team owns</em> permissions can see their own forecasts as well as their teammates within that team.</li> </ul> </li> <li><strong>Playbooks: </strong>customize <em>View</em><span style="font-style: normal;">,</span> <em>Edit</em><span style="font-style: normal;">, and <span style="font-style: italic;">Publish</span></span> access to the service playbook tool. Updating forecast permissions in <span style="font-style: italic;">Service </span><span style="font-style: normal;">will also update permissions in <span style="font-style: italic;">Sales</span><span style="font-style: normal;">.</span></span></li> <li><strong><span style="font-style: normal;"><span style="font-style: normal;">Sequences: </span></span></strong><span style="font-style: normal;"><span style="font-style: normal;">click to toggle the <strong>Sequences</strong> switch on to let users create sequences.</span></span></li> <li><strong><span style="font-style: normal;"><span style="font-style: normal;">Bulk enroll</span></span></strong><span style="font-style: normal;"><span style="font-style: normal;"> <strong>sequences:</strong> click to toggle the <strong>Bulk enroll sequences</strong> switch on to let users bulk enroll multiple contacts at the same time into a sequence.</span></span></li> <li><strong><span style="font-style: normal;"><span style="font-style: normal;">Manage Customer Success Settings (BETA): </span></span></strong><span style="font-style: normal;"><span style="font-style: normal;">click to toggle the <strong>Manage Customer Success Settings</strong> switch on to create shared views, pin reports for all users, and create/edit customer health scores.</span></span></li> </ul> </li> <li style="list-style-type: none;"> <h2>Automation</h2> </li> <li><strong>Workflows: </strong>toggle the <strong>Workflows</strong> switch on to give the user access to workflows.<br> <ul> <li><strong>View:</strong> toggle the <strong>View</strong> switch on to let the user view workflows.</li> <li><strong>Edit: </strong>toggle the <strong>Edit</strong> switch on to let the user create, edit, and delete workflows. .</li> <li><strong>Delete:</strong> toggle the <strong>Delete</strong> switch on to let the user delete workflows. The user must have <em>Edit</em> access as well.</li> </ul> </li> <li><strong>Chatflows: </strong>toggle the <strong>Chatflows</strong> switch on to let the user create, edit, and publish chatflows in your HubSpot account.</li> </ul> <h2>Reporting</h2> <p>On the <em>Reporting</em> tab, you can give the user the permissions to create, edit, and/or view dashboards, reports, and analytics tools. If turned off, the user won't see <span style="font-weight: bold;">Reports</span><span style="font-weight: normal;"> in the main menu.</span></p> <ul> <li><strong>Goals:</strong> toggle the <strong>Goals</strong> switch on to let users view, create, and edit goals. Click the <strong>View</strong> and <strong>Edit</strong> dropdown menus to control the level of access users have to view, create, and edit goals. Users must have an assigned seat to be assigned goals.</li> <li><strong>Data quality tools access:</strong> toggle the <strong>Data quality tools access</strong> switch on to let non-super admin users access the <a href="https://knowledge.hubspot.com/data-management/data-quality-command-center" rel="noopener" target="_blank">data quality command center</a> to monitor and clean data quality issues.</li> <li><strong>Reports access: </strong>toggle the <strong>Reports access </strong>switch on to let the user access reporting tools, including dashboards, reports, and analytics tools. With the switch on, more granular permissions will appear for HubSpot's reporting tools.<br> <ul> <li><strong>Dashboard, reports, & analytics:</strong> toggle the <strong>Dashboard, reports, and analytics</strong> switch on to let the user access reporting tools</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li><strong>View:</strong> lets the user view dashboards, reports, and analytics tools. This is selected by default when the <em>Reports access</em> switch is toggled on.</li> </ul> </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Edit:</strong> lets the user edit dashboards, reports, and analytics tools that they have access to. This will be selected if you grant permission to the user to create and own.</li> <li><strong>Create/own: </strong>lets the user create and own dashboards and reports.</li> </ul> </li> <li><strong>Reporting datasets: </strong><span style="font-weight: normal;">toggle the <span style="font-weight: bold;">Reporting datasets </span><span style="font-weight: normal;">switch on to let the user </span></span>access to reporting datasets.<br> <ul> <li><strong>View:</strong> lets users view existing pre-built datasets to build reports using the <a href="/reports/create-reports-with-the-custom-report-builder" rel="noopener" target="_blank">custom report builder</a>. This allows users to utilize pre-determined calculated fields, and filter criteria and properties to build a report.</li> <li><strong>Edit: </strong>lets users create new datasets that can be used to create custom reports.</li> </ul> </li> <li><strong>Marketing reports:</strong> toggle the <strong>Marketing reports </strong>switch on to let users access marketing reports in HubSpot's analytics tools. This includes traffic analytics, page performance, competitors, tracking URL builder, events (<em><strong>Marketing Hub</strong></em> <em>Enterprise</em> only), and reports settings.</li> </ul> </li> </ul> <h2>Account</h2> <p>On the <em>Account </em>tab, you can set more granular permissions for account administration.</p> <h3>Settings access</h3> <ul> <li><strong>Marketing contacts access: </strong>toggle the <span style="font-weight: bold;">Marketing contacts access </span>switch on to let the user set contacts as <a href="https://knowledge.hubspot.com/records/set-contacts-as-marketing" rel="noopener" target="_blank">marketing contacts</a> or <a href="https://knowledge.hubspot.com/records/set-contacts-as-non-marketing" rel="noopener" target="_blank">non-marketing contacts</a>.</li> <li><a id="personal-email-access" data-hs-anchor="true"></a><strong>Personal email access:</strong> toggle the <strong>Personal email access</strong> switch on to send and track 1:1 emails from the CRM, and to access <a href="/meetings-tool/create-and-edit-scheduling-pages" rel="noopener" target="_blank" style="font-style: italic;">Meeting scheduling pages</a>. Users will also be able to use the HubSpot Sales extension. </li> <li><strong>App Marketplace Access: </strong>toggle the <span style="font-weight: bold;">App Marketplace Access </span>switch on to let the user install apps from the <a href="/integrations/connect-apps-to-hubspot" rel="noopener" target="_blank">HubSpot Marketplace</a> and third-party websites<a href="/integrations/connect-apps-to-hubspot" rel="noopener" target="_blank"></a>. </li> <li><strong>Asset Marketplace Access:</strong> toggle the <span style="font-weight: bold;">Asset Marketplace Access</span> switch on to let the user <a href="/resources/how-to-purchase-a-template" rel="noopener" target="_blank">install modules and templates from the HubSpot Marketplace</a>.</li> <li><strong>Permanently delete</strong> <strong>contacts: </strong>toggle the <span style="font-weight: bold;">Permanently delete contacts </span>switch on to let the user <a href="https://knowledge.hubspot.com/privacy-and-consent/how-do-i-perform-a-gdpr-delete-in-hubspot" rel="noopener">permanently delete contact records</a>. To delete contacts, the user will also need the <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#object-access" rel="noopener">contact delete permission</a> on the <span style="font-style: italic;">CRM</span> tab.</li> <li><strong>Edit property settings:</strong> toggle the <strong>Edit property settings</strong> switch on to let the user create, edit, and manage access to object properties in <strong>Settings </strong>> <strong>Properties</strong>.</li> <li><strong>Subscription Type settings:</strong> toggle the <strong>Subscription Type settings </strong>switch on to let the user create, edit, and <a href="https://knowledge.hubspot.com/marketing-email/set-up-email-subscription-types#edit-a-subscription-type" rel="noopener" target="_blank">manage subscription types</a>.</li> <li><a id="website-database-table-settings" data-hs-anchor="true"></a><strong>Website database table settings:</strong> toggle the <span style="font-weight: bold;">Website database table settings</span> switch on to let the user configure table settings and create, clone, unpublish, or delete <a href="https://developers.hubspot.com/beta-docs/guides/cms/storage/hubdb/overview" rel="noopener" target="_blank">website database tables</a>.</li> <li><strong>Global content settings:</strong> toggle the <span style="font-weight: bold;">Global content settings </span>switch on to let the user <a href="https://knowledge.hubspot.com/design-manager/use-global-content-across-multiple-templates" rel="noopener" target="_blank">edit global content and themes for website content</a>.</li> <li><a id="website-settings" data-hs-anchor="true"></a><strong>Website settings: </strong>toggle the <span style="font-weight: bold;">Website settings </span>switch on to let the user edit website settings. This will also give the user the ability to <a href="https://knowledge.hubspot.com/seo/view-seo-recommendations-in-hubspot" rel="noopener" target="_blank">update the SEO tool</a> and <a href="https://knowledge.hubspot.com/marketing-email/manage-your-marketing-email-account-settings" rel="noopener">manage the email account settings</a>.</li> <li><strong>Manage product library</strong><strong>:</strong> toggle the <strong>Manage product library</strong> switch on to let the user build a product library within your assets, and report on the performance of different products and services.</li> <li><strong>Knowledge base settings: </strong>toggle the <strong>Knowledge base settings </strong>switch on to let the user edit the knowledge base settings. This permission will also give the user <em>Publish</em> access to the knowledge base tool by default.</li> <li><strong>Customer Portal settings: </strong>toggle the <span style="font-weight: bold;">Customer Portal settings </span>switch on to let the user edit the <a href="/inbox/set-up-a-customer-portal" rel="noopener" target="_blank">customer portal</a> settings. This permission will also give the user <em>Publish</em> access to the customer portal tool by default.</li> <li><a id="account-access" data-hs-anchor="true"></a><strong>Reports & dashboards</strong><strong>: </strong>toggle the <strong>Reports & dashboards</strong> switch on to let the user create any report or dashboard. This permission also gives access to all analytics tools and will override any settings in the <em>Reports</em> permission tab.</li> <li><strong>Domain settings:</strong> toggle the <span style="font-weight: bold;">Domain settings </span>switch on to let the user <a href="https://knowledge.hubspot.com/domains-and-urls/connect-a-domain-to-hubspot" rel="noopener" target="_blank">connect and edit domains</a>.</li> <li><strong>Developer tools access:</strong> toggle the <strong>Developer tools access</strong> switch on to let the user access and manage developer features, including: <a href="https://developers.hubspot.com/beta-docs/guides/apps/overview" rel="noopener">app management</a>, <a href="https://developers.hubspot.com/beta-docs/guides/crm/developer-projects/create-a-project" rel="noopener">developer projects</a>, <a href="https://developers.hubspot.com/beta-docs/guides/crm" rel="noopener">development sandboxes</a>, and <a href="https://developers.hubspot.com/beta-docs/guides/cms/tools/personal-access-key" rel="noopener">personal access key for CLI authentication</a>.</li> </ul> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>While the <em>Developer tools access</em> permission enables access to these tools, a developer will still require additional permissions depending on what they're building. For example, a developer would need <em>Create custom line items</em> permission if they're building a private app that will create line items for invoicing.</li> <li>If you had previously set a developer as a Super Admin and want to migrate them to the new developer permissions, it's recommended to start with the <em>Developer</em> permission template. The template will include a set of permissions that are commonly needed when developing on HubSpot beyond access to the developer tools.</li> </ul> </div> <ul> <li><strong>User table settings:</strong> toggle the <span style="font-weight: bold;">User table settings </span>switch on to let the user <a href="https://knowledge.hubspot.com/user-management/manage-user-permissions" rel="noopener">view the user table</a> in their HubSpot account settings. </li> </ul> <p class="alert"><strong>Please note:</strong> if the <span style="font-weight: bold;">User table settings</span> switch is off, users will still be able to view lists of users elsewhere in their HubSpot account (e.g., when reassigning a contact to another owner).</p> <ul> <li><strong>Audit log access:</strong> toggle the <strong>Audit log access</strong> switch on to let the user access <a href="https://knowledge.hubspot.com/account-management/view-and-export-account-activity-history-in-a-centralized-audit-log" rel="noopener" target="_blank">audit logs</a>.</li> <li><strong>Availability Management:</strong> toggle the <strong>Availability Management</strong> switch on to let the user edit team member availability.</li> <li><strong>Security Center access:</strong> toggle the <strong>User access table</strong> switch on to allow users to <a href="/account-security/manage-your-account-security-using-hubspost-security-health" rel="noopener" target="_blank">access and manage HubSpot Security Health</a>, and modify security settings.</li> <li><span style="font-weight: bold;">Breeze Copilot:</span> toggle the <span style="font-weight: bold;">Breeze Copilot </span>switch on to allow users to chat with <a href="https://knowledge.hubspot.com/ai-tools/use-copilot" rel="noopener" target="_blank">Copilot</a>. </li> </ul> <br> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li><a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener" target="_blank">Super admins</a> can view all assets.</li> <li>A <span style="font-weight: bold;"><em>CMS</em></span> or <em><strong>Marketing Hub</strong></em> <em>Enterprise</em> subscription is required to limit access to blog posts and pages by <a href="https://knowledge.hubspot.com/user-management/create-and-manage-teams" rel="noopener" target="_blank">teams</a>.</li> <li>Assets, such as templates, sequences, documents, and playbooks, can <span style="text-decoration: underline;">only</span> be viewed by <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener" target="_blank">super admins</a>, and the teams and users who have access. </li> </ul> </div> <br> <br> <h3>User & account access</h3> <a id="account-access-permission" data-hs-anchor="true"></a> <ul> <li><strong>Account Access:</strong> toggle the <strong>Account Access</strong> switch on to let users access the ability to manage user settings for your account. <ul> <li><strong>Add and edit users:</strong> click to toggle the <strong>Add and edit users</strong> switch on to let users add users, deactivate, or remove existing users from your account. You need <em>Modify billing</em> permissions to assign paid seats. You won't be able to assign permissions you don't have.</li> <li><strong>Add and edit teams:</strong> toggle the <strong>Add and edit team</strong><strong>s </strong>switch on to let users organize users into different groups that you can use to control access, filter reports, and more.</li> <li><strong>Limit access by teams:</strong> toggle the <strong>Limit access by teams</strong> switch on to let users share assets with other users. Users with this permission have access to all assets no matter what team they're on.</li> <li><strong>Presets:</strong> toggle the <strong>Presets</strong> switch on to let users configure users and teams within your account to choose defaults like home screen, dashboard, and language.</li> <li><strong>Edit account defaults:</strong> toggle the <strong>Edit account defaults</strong> switch on to let users set your account's name, language, time zone, GDPR privacy settings, and default date and number format. If you're in a <em>Professional</em> or <em>Enterprise</em> account and are using multiple currencies, you have to be a Super Admin to edit the account's default currency.</li> <li><strong>Modify billing and change name on contract:</strong> toggle the <strong>Modify billing and change name on contract </strong>switch on to let users view your account information, company information, transactions, and important documents. </li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong> if you have a <em>Marketing Hub</em> subscription, an in-app banner will appear when you've reached 98% of your <a href="/records/marketing-contacts" rel="noopener" target="_blank">Marketing Contacts tier limit</a>. To remove this banner, you must <a href="/user-management/manage-user-permissions#edit-user-permissions" rel="noopener" target="_blank">turn off <em>Modify billing and change name on contract</em> permissions</a>.</p> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Developer apps and test accounts:</strong> toggle the <strong>Develop apps and test accounts</strong> switch on to let users add and edit developer apps and create test accounts. Toggling on this switch <span style="text-decoration: underline;">only</span> applies to developer accounts.</li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong> you must be a super admin to access <a href="https://developers.hubspot.com/beta-docs/guides/apps/private-apps/overview" rel="noopener" target="_blank">private apps</a>.</p> <h2>Super Admin</h2> <p id="super-admin">Super Admin permissions give access to all the account tools and settings detailed in this article, except for paid <a href="https://knowledge.hubspot.com/account-management/manage-seats" target="_blank" rel="noopener"><strong><em>Sales Hub </em></strong><em>or</em><strong><em> Service Hub </em></strong>features</a>, which require a <span style="font-style: italic;">Sales</span><span style="font-style: normal;"> or <span style="font-style: italic;">Service</span></span> seat. Super Admins can also <a target="_blank" href="https://knowledge.hubspot.com/meetings-tool/create-and-edit-scheduling-pages?&_ga=2.99965022.1172001715.1636377977-1688256857.1636377977#create-meetings-links" rel="noreferrer nofollow noopener">create and manage scheduling pages</a> for the other users in the account. Super Admin permission sets are <span style="text-decoration: underline;">not</span> modifiable.</p> <p>If you <a href="/user-management/manage-user-permissions" rel="noopener" target="_blank">remove a user as a Super Admin</a>, their level of access will be altered depending on what new permissions they are assigned.</p> <p>Only a Super Admin can set another user as a super admin.</p> <p class="alert"><strong>Please note:</strong> the key difference between a Super Admin and a user with all permissions assigned is that Super Admin can do virtually anything in their account; users with all permissions but not Super Admin status may not be able to control features that are outside of the scope of the permissions panel.</p> <p>To make a user a Super Admin:</p> <ul> <li><span data-sheets-root="1">In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</span></li> <li>In the left sidebar menu, navigate to <strong>Users & Teams</strong>.</li> <li>In the user table, click a <strong>user</strong> record. Then click the <strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Actions </strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">dropdown menu on the top right, and select </span><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Make Super Admin</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">.</span></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/permissions-make-super-admin.png?width=412&height=184&name=permissions-make-super-admin.png" alt="permissions-make-super-admin" width="412" height="184" style="width: 412px; display: block; margin: 0px auto; height: auto; max-width: 100%;" loading="lazy" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/permissions-make-super-admin.png?width=206&height=92&name=permissions-make-super-admin.png 206w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/permissions-make-super-admin.png?width=412&height=184&name=permissions-make-super-admin.png 412w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/permissions-make-super-admin.png?width=618&height=276&name=permissions-make-super-admin.png 618w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/permissions-make-super-admin.png?width=824&height=368&name=permissions-make-super-admin.png 824w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/permissions-make-super-admin.png?width=1030&height=460&name=permissions-make-super-admin.png 1030w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/permissions-make-super-admin.png?width=1236&height=552&name=permissions-make-super-admin.png 1236w" sizes="(max-width: 412px) 100vw, 412px"></p> <p>If a Super Admin is required to complete a task or process, it’s recommended to have an existing Super Admin complete the task instead of updating an individual user's permissions.</p> <h2>Partner admin</h2> <p>Partner admin permissions can only be granted to HubSpot Solutions Partner employees working in your account. Partner admins have similar access to super admins. Review the differences in the table below:</p> <table style="border-collapse: collapse; table-layout: fixed; margin-left: auto; margin-right: auto; width: 100%; border: 1px solid #99acc2; height: 682.666px;"> <tbody> <tr style="height: 57.3333px;"> <td style="width: 31.2023%; padding: 4px; height: 57.3333px;"> </td> <td style="width: 13.7347%; padding: 4px; height: 57.3333px;"><strong>Super admin</strong></td> <td style="width: 13.4599%; padding: 4px; height: 57.3333px;"><strong>Partner admin</strong></td> <td style="width: 41.6508%; padding: 4px; height: 57.3333px;"><strong>Available features</strong></td> </tr> <tr style="height: 205.333px;"> <td style="width: 31.2023%; padding: 4px; height: 205.333px; vertical-align: middle;"> <p>Elevated account access</p> </td> <td style="width: 13.7347%; padding: 4px; height: 205.333px; vertical-align: middle; text-align: center;"> <p>Yes</p> </td> <td style="width: 13.4599%; padding: 4px; height: 205.333px; vertical-align: middle; text-align: center;"> <p>Yes</p> </td> <td style="width: 41.6508%; padding: 4px; height: 205.333px;"> <ul> <li>Edit access for all CRM objects, products hubs, and applications.</li> <li>Targeted admin permissions needed for HubSpot Solutions Partners to serve customers.</li> </ul> </td> </tr> <tr style="height: 181.333px;"> <td style="width: 31.2023%; padding: 4px; height: 181.333px; vertical-align: middle;"> <p>Full admin privileges</p> </td> <td style="width: 13.7347%; padding: 4px; height: 181.333px; vertical-align: middle; text-align: center;"> <p>Yes</p> <p> </p> </td> <td style="width: 13.4599%; padding: 4px; height: 181.333px; vertical-align: middle; text-align: center;"> <p>No</p> <p> </p> </td> <td style="width: 41.6508%; padding: 4px; height: 181.333px;"> <ul> <li>Ability to add and remove other super admins</li> <li>Management of account billing and financial transactions</li> </ul> </td> </tr> <tr style="height: 141.333px;"> <td style="width: 31.2023%; padding: 4px; height: 141.333px; vertical-align: middle;"> <p>Paid Sales or Service Hub features</p> </td> <td style="width: 13.7347%; padding: 4px; height: 141.333px; vertical-align: middle; text-align: center;"> <p>No</p> </td> <td style="width: 13.4599%; padding: 4px; height: 141.333px; vertical-align: middle; text-align: center;"> <p>Yes</p> </td> <td style="width: 41.6508%; padding: 4px; height: 141.333px;"> <ul> <li>Partner admins do not need be assigned a paid Sales or Service Hub seat to use the features.</li> </ul> </td> </tr> <tr style="height: 97.3333px;"> <td style="width: 31.2023%; padding: 4px; height: 97.3333px; vertical-align: middle;"> <p>Multi-account management features</p> </td> <td style="width: 13.7347%; padding: 4px; height: 97.3333px; vertical-align: middle; text-align: center;"> <p>No</p> </td> <td style="width: 13.4599%; padding: 4px; height: 97.3333px; vertical-align: middle; text-align: center;"> <p>Yes</p> </td> <td style="width: 41.6508%; padding: 4px; height: 97.3333px;"> </td> </tr> </tbody> </table> <p>In addition, Partner admins <span style="text-decoration: underline;">do not</span> have access to the following features:</p> <ul> <li><a href="https://knowledge.hubspot.com/user-management/provision-hubspot-users-with-scim-through-okta#:~:text=Set%20up%20SCIM%20provisioning,application%20in%20your%20Okta%20account." rel="noopener">User provisioning through SCIM through Okta</a></li> <li>Authorization for <a href="https://developers.hubspot.com/beta-docs/guides/apps/public-apps/overview" rel="noopener">apps that can create, update, or delete users</a></li> <li>Migration to other data centers</li> </ul> <p>Learn how to <a href="/partner-tools/grant-partner-admin-access-to-partner-employees" rel="noopener" id="__hsNewLink">set a HubSpot Solutions Partner employee as a Partner admin</a>.</p> <h2>Partner account</h2> <p>On the <em>Partner </em>tab, you can give a user access to partner tools in your HubSpot account and designate them as a Partner employee in client portals. By default, all new users in a partner account will not be given access to partner tools until <em>Partner tools access</em> is toggled on.</p> <ul> <li><strong>Partner tools access: </strong>toggle the <span style="font-weight: bold;">Partner tools access</span> switch on to give the user access to partner tools. <ul> <li><strong>Partner dashboard:</strong> select the checkboxes to give the user <em>Edit </em>or <em>View </em>access to the <a href="https://knowledge.hubspot.com/account/view-and-manage-your-partner-dashboard" rel="noopener" target="_blank">partner dashboard</a>.</li> <li><strong>Solutions directory: </strong> select the <strong>Edit</strong> checkbox to give the user <em>Edit</em> access to the <a href="https://knowledge.hubspot.com/partner-tools/create-and-add-your-partner-profile-to-the-solutions-directory" rel="noopener" target="_blank">directory</a>.</li> <li><strong>Partner Employee management</strong>: select the checkbox to give the user <em>View</em> or <em>Edit</em> access to the list of partner employees for a client. </li> </ul> </li> <li><strong>Partner employee:</strong> toggle the <span style="font-weight: bold;">Partner employee</span> switch on in a HubSpot <em><strong>Partner</strong></em> account to mark a user as a <a href="https://knowledge.hubspot.com/partner-tools/manage-partner-employee-access-to-client-accounts" rel="noopener" target="_blank"><em>Partner employee</em></a> when they are added as a user in a client's HubSpot account.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/partner-employee.png?width=653&height=455&name=partner-employee.png" alt="partner-employee" width="653" height="455" loading="lazy" style="height: auto; max-width: 100%; width: 653px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/partner-employee.png?width=327&height=228&name=partner-employee.png 327w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/partner-employee.png?width=653&height=455&name=partner-employee.png 653w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/partner-employee.png?width=980&height=683&name=partner-employee.png 980w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/partner-employee.png?width=1306&height=910&name=partner-employee.png 1306w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/partner-employee.png?width=1633&height=1138&name=partner-employee.png 1633w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/partner-employee.png?width=1959&height=1365&name=partner-employee.png 1959w" sizes="(max-width: 653px) 100vw, 653px"></p></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">Account Settings</span> <span class="tag-name">User Management</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was this article helpful?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Thanks for letting us know. 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