Edit user permissions

Super admins and users with Add and edit users permission in your HubSpot account can change a user's permissions. Users will need to log out of the account and back in before updates to their permissions will take effect.

You can also view a user's permissions history to track their permission changes over time.

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. 

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• Click Users & Teams in the left sidebar menu.
• Click the name of the user. You will be taken to that user's overview screen. 

• • To edit seats and permissions, click the Seats + permissions tab:
    • To edit seats, under Seat, click Change seat. Learn how to assign, add, or remove paid seats.

• • • To edit permission sets (Enterprise only), under Permission set, click Edit permission set. On the right sidebar, click the Permission Sets dropdown menu, and select a different permission set or click Create new Permission Set to create a new permission set. 

Please note: assigning a permission set will override an individual's permissions.

• • • To review user permissions, under Permissions, use the Current view dropdown menu, to review the different permissions assigned to the user. To edit these permissions, click Edit permissions. Learn more about setting up user permissions.

• • To edit access by team, click the Access tab. Use the Main Team and Extra Teams dropdown menus to give users access to team content and assets. 

• • To assign presets (Professional and Enterprise only), click the Setup tab. Click the Preset dropdown menu to select a preset. To create new presets, click Presets above the dropdown menu.

• • To change the user's profile name, click the Profile tab. Type in the text boxes to edit a user's first and last name.

• When you are done editing user permissions, click Back to all users at the top of the screen. 

• To make the user a super admin, next to the user's name, click the Actions dropdown menu and select Make Super Admin. In the dialog box, click Save. This will automatically give the user access to all tools and settings for your account's subscription tier and seat access. Learn more in HubSpot's Product & Services Catalog.

Please note: users can only give access to the same permissions they have. For example, only super admins can give other users Super admin access. 

• To remove the user as a super admin, click the Actions dropdown menu and select Remove Super Admin. In the dialog box, click Save. 
• To make the updated user permissions take effect, log out and log back in to your HubSpot account.

To edit user permissions for multiple users at a time:

• Select the checkbox next to the users whose permissions you want to edit.
• At the top of the table, navigate the options for how you want to give and limit permissions.e
• To make the updated user permissions take effect, log out and log back in to your HubSpot account.

Other levels of access you can customize include restricting edit access to properties to specific users and assigning content access to specific users.