How to edit HubSpot user permissions
Managing user permissions in HubSpot ensures that every team member has the right level of access to tools, features, and data—improving security, organization, and efficiency. You can assign permissions individually or use roles to streamline the process.
Access the User Permissions Screen
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In your HubSpot account, click the settings icon in the top navigation bar.
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In the left sidebar, go to Users & Teams.
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Click on a user’s name to edit their individual permissions.
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Use the permission tabs (CRM, Marketing, Sales, Service, etc.) to assign or restrict access.
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Click Save to apply changes.
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To edit multiple users at once, select the checkboxes next to their names, then apply bulk permission updates.
Assign Roles and Permissions
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To assign a role, click the Role dropdown on the user details screen, then choose the appropriate role.
Understanding the permission
CRM Object Permissions
- Customizable objects and activities:
- Contacts
- Companies
- Deals
- Tickets
- Tasks
- CRM emails
- Meetings
- Calls
- Notes
- Invoices
- Custom objects
For each object, you can configure the following:
Permission | Options |
View | All, Team Only, Owned Only |
Edit | All, Team Only, Owned Only, None |
Delete | All, Team Only, Owned Only, None |
Important Notes:
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View ≠ View-only Seat
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Edit access allows deleting activities.
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Communicate access is required for logging/editing activities.
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Ownership is determined by the default or custom owner property.
Sales Permission
You can control access to the following tools: View/ Edit/ Delete
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Products
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Custom line items
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Quote templates
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Prospecting Agent
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Payment links
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Sales Access (Enables all sales tools)
- Templates
- Meeting pages
- Forecast
- Playbooks
- Sequences
- View sales workspace as another user
Marketing Permission
You can control access to the following tools:
General
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Lists: View / Edit
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Forms: Full access, form submission deletion
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Files: View / Edit / Delete
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Marketing Access: Enables additional marketing tools
Tool-Specific Permission : View/ Edit/ Publish
- Ads
- Campaigns
- Marketing Emails
- CTAs
- Lead Scoring
- Social Publishing
Website Tools Permission
You can grant access to: View/ Edit/ Publish
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Blog
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Podcasts
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Case Studies
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Landing Pages
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Website Pages
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Content Remix
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HubDB (Content Hub only)
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URL Redirects
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Design Tools
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Content Staging
Automation Permission
Workflows : View/ Edit/ Delete
Reporting Permission
Permission | Options |
Goals | View/ Edit |
Reports Access | Toggle on/ off |
Dashboard, Reports, Analytics | View/ Edit/ Create |
Reporting Datasets | View/ Edit |
Marketing Reports | Full access |
Data Quality Tools | Toggle on/ off |
Account Permissions
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Modify billing & contracts
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Manage marketing contacts
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Connect personal email
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App/Template Marketplace access
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Permanently delete contacts
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Edit property settings
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Subscription types
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Global content & theme settings
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Website settings
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Manage product library
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Knowledge base & customer portal settings
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Domain settings
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Developer tools access
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User table access
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Audit logs
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Availability management
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Security center access
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Breeze Copilot access
Check here for step by step guide.