Account

HubSpot user permissions guide

Last updated: July 2, 2018

When creating a new user or editing permissions for an existing user in your HubSpot account, users with admin access can allow or restrict access to contacts, marketing publishing tools, sales tools, and admin actions. Learn about these permission options below:

Contacts, companies, deals, tasks, and properties

By default, all users will have access to contacts. On the Contacts tab, you can set more granular permissions and restrictions for contacts, companies, deals, tasks, and properties:

  • View: use the dropdown menu to the right to select which set of contacts, companies, deals, tasks, and properties the user is able to view based on ownership. Your options are EverythingTeam and unassignedTeam onlyOwned and Unassigned, and Owned only. 
  • Communicate: use the dropdown menu to the right to select which set of contacts the user is able to communicate with based on ownership. This enables a user to email, call, or schedule a meeting with a contact. Your options are Everything, Team and unassigned, Team only, Owned and Unassigned, and Owned only.
  • Edit: use the dropdown menu to the right to select which set of contacts, companies, deals, tasks, and properties the user is able to edit based on ownership. Your options are EverythingTeam and unassignedTeam onlyOwned and Unassigned, and Owned only.

Please note: the Owned only permission option is based on the Contact owner property and will not be applied based on custom HubSpot user field type properties. Users withView: Owned only permissions will only see their owned contacts on the contacts dashboard and in the lists tool (Marketing Hub only).

  • Bulk delete: choose if you'd like the user to be able to delete multiple contacts, companies, deals, and tasks in bulk. 
  • Importchoose if you'd like the user to be able to import contacts, companies, and deals into your contacts database. 
  • Export: choose if you'd like the user to be able to export contacts, companies, and deals from your contacts database.
  • Workflows (Marketing Professional and Enterprise only): choose if you'd like to give the user access to the workflows tool

Please note: if you have a HubSpot Sales Professional account and do not have a Marketing Professional or Enterprise subscription, all users in your account will have access to the workflows tool. Learn more about which actions are available based on your account type here.

  • Edit property settings: choose if you'd like the user to be able to create or edit properties within your account. Please note that this setting also controls the user's access to the lead scoring tool. 

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Marketing

With a HubSpot Marketing subscription, users with admin access can toggle the Marketing Access switch on to set specific permissions for each marketing tool. 

  • Ads (Ads add-on only): use the checkboxes to give the user Publish or Read access to the ads tool.
  • Blog: use the checkboxes to give the user PublishWrite, or Read access to the blog tool. Please note that with Write access, users can create content within the blog, but will be unable to publish new posts or update live posts. 
  • Email: use the checkboxes to give the user PublishWrite, or Read access to the email tool. Please note that with Write access, users can create emails, but will be unable to send one-off marketing emails or save emails for automation to use in workflows (Marketing Professional and Enterprise only). 
  • Landing pages: use the checkboxes to give the user PublishWrite, or Read access to the blog tool. Please note that with Write access, users can create landing pages but will be unable to publish new pages or update live pages.
  • Website pages: use the checkboxes to give the user PublishWrite, or Read access to the blog tool. Please note that with Write access, users can create website pages but will be unable to publish new pages or update live pages. 

Please note: a user must have Write or Publish access to at least one of the marketing tools above in order to access the calls-to-action tool. 

  • HubDB (Website add-on only): use the checkboxes to give the user Publish, Write, or Read access to HubDB:  
    • Users with Read permissions can see data within the table rows and export data, but cannot add additional data. 
    • Users with Write permissions can add rows to a table, clone locked rows, import data, and export data.
    • Users with Publish permissions can add new rows, edit existing rows, and delete rows from a table.

Please note: a user must have Edit HubDB tables enabled in admin access in order to configure table settings and create, clone, unpublish, or delete HubDB tables.

  • Social publishing: use the dropdown menu to the right to choose which social accounts, if any, to which the user can publish social messages. Your options here are All accountsTheir accounts only, or None. This only restricts social publishing - users do not need HubSpot admin permissions to connect a social account to HubSpot, but they may need admin privileges in their actual social accounts in order to connect. 
  • Listschoose if you'd like to give the user access to the lists tool.  
  • Forms: choose if you'd like to give the user access to the forms tool
  • Reporting: this option controls access to reporting tools including reports home, sources report, page performance, keywords, competitors, events (Marketing Enterprise only), and reports settings. This also controls access to the campaigns tool under Producitivty > Campaigns. Please note that this setting does not control access to the reporting add-on. The only reporting add-on permission is the one mentioned in the Admin section below for Edit reports ownership
  • Edit code templates & modules: choose if you'd like to allow the user to make changes to your coded templates and modules, which appear in the Coded Files folder of the design manager. Please note that users without Edit code templates & modules permission won't be able to access the marketplace under Content > Marketplace
  • Content staging: choose if you'd like to give the user access to the content staging tool
  • Edit content settings: choose if you'd like to give the user the ability to make changes to settings in Content Content Settings

Sales

On the Sales tab, Admins can click the Sales Access switch to toggle it on and grant users access to sales tools: templates, documents, calling, messages (Sales Starter and Professional only), and sequences (Sales Starter and Professional only).

If you have Sales Starter or Professional seats available, you can choose to assign one to a user in this tab by toggling the Sales Pro switch. If you've assigned all of your Sales Starter or Professional seats, you can click Purchase another User to upgrade a user. 

The prospects tool is available to Marketing Hub BasicProfessional, and Enterprise users and Sales Hub Starter and Professional users.

Service

On the Service tab, click to toggle the Service Access switch on to give a user access to the service tools, then set more granular permissions.

  • Customer feedback surveys: use the Write checkbox to allow the user to create surveys in the feedback tool.
  • Knowledge base articles: use the checkboxes to give the user Publish or Write access to the knowledge base tool. Please note that with Write access, users can create knowledge base articles, but will be unable to publish or update them. 
  • Knowledge base settings: toggle the switch on to allow the user to customize your knowledge base settings. If you give knowledge base settings access, the user will also be able to write and publish knowledge base articles by default.

If you have Service Hub Professional seats available, you can choose to assign one to a user in this tab by toggling the Service Professional switch. 

service-permissions

Admin

You can give another user administrative access to your account in the Admin tab. Once you've toggled the Admin Access switch on, you can specify which admin actions you'd like to allow for the user. 

  • Add and edit users: choose if you'd like the user to be able to add or edit other users. Please note that a user can only give permissions to another user that the assigning user already has. For example, if the assigning user doesn't have Sales access, then they cannot assign Sales access to another user.
  • Add and edit teamschoose if you'd like the user to be able to organize other users into specific teams within your account. 
  • Edit account defaults: choose if you'd like to allow the user to be able to set your account's name, languagetime zone, currency, and default date and number format in Account Menu > Settings and then under Account Defaults
  • Modify billing & change name on contract: choose if you'd like to allow the user to make changes to your account's billing information. 
  • Edit reports ownership: choose if you'd like to allow the user to make changes to ownership of reports on reports dashboards.  
  • Edit HubDB tables: choose if you'd like to allow the user to configure table settings and create, clone, unpublish, or delete HubDB tables.

Please note: you can also assign a user to the Super Admin role by clicking the Actions dropdown menu and selecting Make Super Admin. Super Admins automatically have access to all tools and settings outlined in this article, with the exception of Sales Hub Starter and Professional features.

Partner account

If you have a HubSpot Partner account, you will also see a Partner permissions tab when creating a new user. Here you can choose to designate a user as a Partner employee by toggling the Partner employee  switch on. 

A user designated as a Partner employee with Marketing access enabled has access to partner tools in HubSpot, and the user's HubSpot certification will count toward the certification number listed on your partner directory profile. 

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