Create and edit permission sets

Permission sets enable you to define preset permissions for your team. Once you've created a permission set and specified certain permissions for it, you can then assign new and existing users the permission set to grant them the same permissions.

Super admins can create up to 100 permission sets. Admins with permissions to add or edit users can only assign permission sets that they themselves have permissions for.

Please note: if you try to assign a permission set with a paid seat to a user, and don't have any remaining paid seats on your HubSpot account, you will be directed to a checkout page to purchase an additional paid seat. 

To create a permission set:

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Users & Teams.
• Click the Permission sets tab.
• In the upper right, click Create permission set.
• In the right panel, enter the permission set name and navigate the tabs to assign the permissions this set should have.
• Once done, click Save. You can now assign this permission set to new users while creating them, and to existing users. 

To edit a permission set:

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Users & Teams.
• Click the Permission sets tab.
• To edit one permission set:
  • Click the name of the permission set.
  • In the right panel, edit its permissions, then click Save to save your changes.
• To edit multiple permission sets:
  • Select the checkboxes next to the permission sets, then in the top bar click edit Edit.
  • In the right panel, click Change next to any permission you want to update, then update the permission.
  • Click Save to save your changes. This will update all selected permission sets to have the new permission. Users in that permission set will also be granted the new permissions.