Making sure everyone has the right level of access to your HubSpot account is a tough job. HubSpot makes it easier with default permission sets — a recommended list of permissions based on standard job roles. Easily adjust default permission sets and invite new users in a few quick clicks.
With HubSpot, you can easily export account activity history, including user logins, security activity, content activity, permission settings, and more. Keep up with what’s happening in your HubSpot account so you can resolve potential issues before they even arise.
With custom properties, custom objects, and custom layouts, HubSpot gives you the freedom to architect your account in whatever way best aligns with your business. And with sandboxes, you can test, experiment, and iterate without impacting your current operations.
Get an overview of user permissions in HubSpot with this helpful knowledge base article.
This course covers the basics of being a HubSpot account admin.
Learn how to customize which properties appear on the record sidebars in your CRM.