HubSpot developer permissions guide (BETA)
Last updated: September 30, 2024
Available with any of the following subscriptions, except where noted:
All products and plans |
In addition to HubSpot's other user permissions, HubSpot provides a Developer tools access permission for accessing developer-specific tools in HubSpot. This includes access to the CRM development home space and developer tools such as projects, apps, and more.
Along with the Developer tools access permission, HubSpot also provides a Developer permission template, which includes the developer tool access plus a set of permissions that are commonly needed when developing on HubSpot.
If you're a Super Admin or have permission to add & edit users, you can assign these permissions to your account's users. Below, learn more about the Developer tools access permission, the Developer permission template, and how to assign them.
What's included
Learn more about what permissions are included in the Developer tools access permission and Developer permission template.
Please note: many of the features made accessible by the Developer tools access permission are part of the CRM development tools to build UI extensions with React as frontend beta (Sales Hub and Service Hub Enterprise only). Learn how to opt your account into the public beta.
Developer tools access permission
The Developer tools access permission provides access to the following:
- The account's developer home space, which you can find under CRM Development of the account's main navigation menu. In this space, they'll also have access to developer onboarding tasks to get them started. Only available for the CRM development tools beta.
- Developer projects which are used to build and deploy apps to the account from their local environment.
- App management, which includes creating and managing private apps, as well as accessing settings for installed public apps.
- Their personal access key, which is used for authenticating the account in the HubSpot CLI for local development.
- Development sandboxes (Sales Hub and Service Hub Enterprise only), which can be used for testing during private app development. Only available for the CRM development tools beta.
Please note: while the Developer tools access permission enables access to these tools, a developer will still require additional permissions depending on what they're building. This is because their user permissions determine the types of data and assets that they and their integrations can access. For example, a developer would need Create custom line items permission if they're building a private app that will create line items for invoicing. Without that permission, they would be unable to configure their app to create custom line items.
Developers permission template
The Developers permission template includes access to all of the above, plus the following, depending on your HubSpot subscription:
- CRM objects: view/edit/delete access for contacts, companies, deals, tickets, tasks, notes, and invoices. Does not include permission to approve deals.
- CRM tools: access to CRM emails, meetings, and calls that they own, along with the ability to:
- Import and export CRM records
- Export reports
- Create/edit/delete custom views in the inbox (Professional and Enterprise only)
- Customize record page layout
- Marketing:
- View/edit access to lists and forms. Does not include permission to delete form submissions.
- Marketing Access, which enables access to the Marketing main navigation menu item.
- View/publish access to ads and campaigns.
- View/edit access to marketing emails.
- View/edit/publish access to blogs, landing pages, and website pages.
- View/edit/publish access to HubDB (Content Hub Professional and Enterprise, and Marketing Hub Enterprise).
- View/publish access to URL redirects (Content Hub Starter, Professional, and Enterprise, and Service Hub or Marketing Hub Professional and Enterprise).
- Design tools access.
- Content staging access (Content Hub Professional and Enterprise).
- Sales: access to create custom line items, along with Sales Access permission for sales tools such as templates, meetings, and sequences (Sales Hub and Service Hub Professional and Enterprise).
- Service: access the Service Access [what does this include, if all toggles are turned off underneath?]
- Automation: view/edit/delete access to workflows (Marketing Hub, Sales Hub, Service Hub, and Operations Hub Professional and Enterprise), and the ability to create live chat and bot chatflows.
- Reporting: access to the reporting tools, including view/edit/create/own permissions for dashboards, reports, and analytics, along with Marketing reports permission.
- Settings access: permissions for accessing the following tools:
- Marketing contacts (Starter, Professional, and Enterprise)
- App Marketplace
- Template Marketplace
- Permanently delete contacts
- Edit property settings
- HubDB table settings (Content Hub Professional and Enterprise)
- Global content and theme settings
- Website settings
- Product library
- Domain settings
- User table
- Breeze Copilot (BETA)
- User & account access: permissions for adding and editing users, limiting access by teams, and adding and editing developer apps and creating test accounts.
Please note: if you had previously set a developer as a Super Admin and want to migrate them to the new developer permissions, it's recommended to start with the Developer permission template. The template will include a set of permissions that are commonly needed when developing on HubSpot beyond access to the developer tools.
Assign developer permissions
To assign the Developer tools access permission or Developer permission template to a user:
- In your HubSpot account, click the settings settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Users & Teams.
- Edit an existing user's permissions by hovering over the user, then clicking Edit permissions. Or, create a new user.
- To assign the user the Developer permission template:
- Click to expand Choose how to set access, then select Start with a template.
- Click to expand Choose permissions, then click the Choose a role or user-based template dropdown menu and select Developer.
- Click to expand Choose how to set access, then select Start with a template.
- To assign users the Developer tools access permission:
- Under Choose permissions, navigate to Account > Settings access.
- Scroll down and click to toggle the Developer tools access switch on.
- Under Choose permissions, navigate to Account > Settings access.
- Continue customizing their permissions if needed by toggling other permission switches on/off.
- When you're done making changes, click Save in the top right. The user will need to log out then log back in before updates to their permissions take effect.