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.

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.
• On the permission set customization screen, enter the permission set name at the top and navigate the tabs to assign the permissions this set should have.
• Go to the Review tab to review your selections.
• Once done, click Create. You can now assign this permission set to new users while creating them, and to existing users. 

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.
  • On the permission set customization screen, edit the permissions, then click Save.
• To edit multiple permission sets:
  • Select the checkboxes next to the permission sets, then in the top bar click edit Edit.
  • On the permission set customization screen, edit the permissions, then click Save.
  • 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.

Clone 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.
• To clone a permission set:
  • Click the Permission sets tab. 
  • Click the checkbox next to the permission set you want to clone.
  • At the top of the table, click Clone. The permission set customization screen will appear.
  • On the permission set customization screen, enter the permission set name at the top and navigate the tabs to assign the permissions this set should have.
  • Go to the Review tab to review your selections.
  • On the top right, click Create. You can now assign this permission set to new users while creating them, and to existing users. 

Copy the permissions of an existing user to new users

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Users & Teams.
• To copy the permissions of an existing user to new users:
  • Hover over a user, and click the Actions dropdown menu.
  • Click Copy permissions to new users to create new users with the same permissions.