How is my access affected with the introduction of the Goals permission?
With the introduction of this new permission, some users may gain or lose access to goals they are a part of. You should be aware of the following scenarios that may require you to adjust your user's permissions:
Old behavior: revenue goals were initially determined by the Forecasting app permission.
New behavior: revenue goals are now determined by the Goals permission. For existing users, this means the goal permission will default to your current Forecasting app permission, and can be adjusted if needed.
Old behavior: ad goals were initially determined by the Ads permission.
New behavior: ad goals are now determined by a combination of the Goals permission and the Ads permission.
Ensure the user hasaccess to the ads accountbeing used to track the goal.
In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar, navigate to Marketing > Ads.
Next to the ad account, click the Actions dropdown menu, then click Manage access.
Select Available to everyone, or Select users and teams who can edit to narrow access by clicking checkboxes next to your preferred users or teams. Then, click Save.