Create and edit roles

Create permission sets for roles in your team. Once you've created a role and specified certain permissions for it, you can then assign new and existing users the role to grant them the same permissions.

Only Super Admins can create roles. Admins with permissions to add or edit users can assign roles that they themselves have permissions for.

To create a role: 

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

To edit a role:

• In your HubSpot account, click the settings icon settings in the main navigation bar.
• In the left sidebar menu, navigate to Users & Teams.
• Click the Roles tab.
• To edit one role:
  • Click the name of the role.
  • In the right panel, edit the role permissions, then click Save to save your changes.
• To edit multiple roles:
  • Select the checkboxes next to the roles, 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 roles to have the new permission.