A guide to user roles in HubSpotHaving multiple people inside your HubSpot can cause headaches when it comes to user permissions. Here are five roles that you can set up for your HubSpot portal with pre-set permissions that can easily be given to the appropriate user.
When adding new users to your HubSpot portal, you can assign them certain roles that come with specific permissions. By setting up predetermined roles, you can assign a new user a role and know exactly which parts of your HubSpot portal they can and can’t use. This allows you to keep track of exactly who is in your portal, especially if you have 3rd-party users such as freelancers or an agency working on a specific project.
Here are five roles that you can set up in your portal to help you easily assign permissions to new users as well as to keep track of who has access to what.
Agency Developer access can be given to local agencies or freelancers working on projects in your portal.
Agency Developer access will give the user access to enough tools to complete the project, but will not give them access to the rest of the portal or any data that isn’t associated with their project.
This role gives them team only permission for Deals, Tickets, Tasks, and Custom Objects, but full marketing, sales, and service access as well as the ability to create and edit templates.
It does not give them the ability to access workflows, export records or edit property settings.
Agency Marketing will be given team only access to the CRM.
They will have full access to the marketing, service, and reports modules, but not sales. Agency Marketing will also have access to workflows and the ability to create or modify property settings.
The Agency Marketing role will allow the user to view, edit and publish content but will not give them access to HubDB, URL Redirects, and Design tools.
This role is for the senior marketing team in your business. The permissions are similar to that of Agency Marketing in that they will have full access to the marketing, service, and reports modules, but not sales.
A Senior Marketing role will however give full access to Contacts, Companies, Deals, Tickets, Tasks, and Custom Objects.
Senior Marketing will allow the user to view, edit and publish content, and unlike the Agency Marketing role, will give them access to HubDB, URL Redirects, and Design tools.
Junior Marketing will give the user access to the CRM to see data that their parent team owns only.
Junior Marketing will have limited access to the marketing, service, and reports modules, but not sales. They will also have access to view and edit workflows but not to delete. This user will not be able to create or modify property settings either.
Junior marketing will only be given read and write permissions in the marketing module and will not be able to publish content, as well as not having access to HubDB, URL Redirects, and Design tools.
The Data Analyst role will give the user access to the CRM to see data that their parent team owns only.
They will have no access to marketing, sales, or service modules but will have access to the Reports module.
This user will not be able to edit or publish any content and will also not have access to HubDB, URL Redirects, and Design tools.
To assign roles in your HubSpot portal:
- Go to Settings
- Under ‘Account Setup’ click on Users & Teams
- On the top tabs click on Roles
- Click on Create Role
Note: You need to be a Super Admin to create Roles.