Permission Sets

Contacts—View and Edit

Save important info about your customers as a contact, so your team can connect with them.

Companies—View and Edit

Save useful info about companies in your database, so your team stays organized.

Deals—View and Edit

Store, track, and manage the deals your team is working on. Manage access to deal pipelines in Settings > Deals.

Tickets—View and Edit

Log customer issues as tickets to assign to team members and organize them in one place.

Tasks—View and Edit

Store, track, and manage the tasks your team is working on.

CRM Emails—View

Manage access for one-to-one emails on CRM record pages and in reporting tools.

Meetings—On

View meetings on CRM record pages and in reporting tools.

Calls—On

View calls on CRM record pages and in reporting tools.

Notes—View, Edit, and Delete

Manage access for notes, attachments created as notes, and attachments created using the attachment component in the CRM on records in your account.

Invoices—Off

Store, track, and manage invoices you send to customers.

Communicate—Unassigned

Send emails, log calls, schedule meetings, enroll contacts in sequences, use the mobile app to interact with records, and edit and associate activities with CRM records.

Bulk Delete—Off

Import—Off

Import CRM records into your account in bulk or one at a time.

OFF

Export—On

Download reports and CRM records from your account.

Custom Views—Off

Create custom views in the shared inbox based on ticket and conversation properties.

Customize Record Page Layout—Off

Let users edit the record page layout and content within object settings.

Lists—View

Create static or dynamic lists that are viewed by specific teams only. As well as segmenting records that are owned by those team members.

Forms—Off

Create visitor-facing forms to generate leads and capture data. Forms can be shared as standalone pages or embedded into CTAs or webpages.

Delete Form Submissions—Off

Delete submissions on individual forms. This permission needs access to edit forms.

Files—View

Manage files in the Files tool for your HubSpot content. Users can add files to content without access to the Files tool.

Marketing Access

Add Marketing to the user's main menu. Give them access to tools like email, ads, social, SMS, and forms. Along with website tools and the ability to approve content.O

Marketing Tools

Manage access to the tools your team uses to build marketing campaigns.

Ads—View

View or create campaigns, audiences, and events for connected ad accounts.

Campaigns—View

Manage your campaigns and see the associated assets you have access to in one place.

Marketing Rmail—View

View, create, edit, and send marketing and transactional emails. Test and view them on multiple devices.

CTA—View

Use the editor to build and create popover and embedded CTAs that capture visitors’ attention on your website.

SMS—View

Social—Connected Accounts

Use social media tools to create and schedule posts, analyze performance, and monitor activity like mentions, keywords, and competitors.

Website Tools

Manage access to your website's design and content tools.

Blog—View

Drive traffic and awareness by creating SEO-friendly blogs for your business. Turn on Account > Settings access > Website settings to create blogs.

Podcasts—Off

Differentiate your company's brand by creating and distributing engaging audio content for your customers.

Case Studies—Off

Create and manage captivating case studies for your website to serve as social proof to visitors.

Landing Pages—View

Use a drag-and-drop editor to create responsive landing pages.

Website Pages—View

Create responsive website pages with built-in assets and editors, or work with developers to create custom pages.

Content Remix—View and Edit

Repurpose your content into new channels and formats using generative AI.ON

HubDB—View

Create tables with a flexible schema to store data you can use on your website pages. Turn on Account > Settings access > HubDB table settings to create, clone, and delete tables.

URL Redirects—View

Redirect traffic from any URL on a HubSpot-hosted domain to any other URL.

Design Tools—Off

Build custom templates and styles for your website.

Content staging—Off

Build out and test a brand new website in a separate content staging area.

Approvals

Customize permissions to approve content publishing. Approvals must be turned on for each tool.Learn more.

Approve Marketing Emails—Off

Let users approve requests to publish marketing emails.

Approve Blog Posts—Off

Let users approve requests to publish blog posts.

Approve Landing Pages—Off

Let users approve requests to publish landing pages.

Approve Website Pages—Off

Let users approve requests to publish website pages.

Workflows—View

Give users access to view Workflows. Give users edit access to set enrollment criteria to automatically enroll records. As well as take action on contacts, companies, deals, quotes, tickets, and more.

Chatflows—Off

Create live chat and bot chatflows for your website.

Goals—View

Let users view, create, and edit their goals.

Data quality tools access—Off

View the health of your data and fix issues before they happen.

Reports Access

Give access to reporting tools. This includes dashboards, reports, and analytics tools. If turned off, users won't see Reports in the main menu.ON

Dashboard, Reports, and Analytics—View, Edit, and Create/Own

Give access to advanced dashboard features (i.e. - data records, share, and creation of dashboards, plus more).

Reporting Datasets—Off

Group your HubSpot data in collections for quick and easy reporting.

Marketing Reports—On

Give access to marketing reports, including traffic analytics, page performance, competitors, tracking URL builder, events, and reports settings.ON