adjust user's permission for freelancer,

SKarlsson — Fri, 22 Sep 2023 13:46:35 GMT

Hi,

we have a freelancer in India that will help us get more efficient with sequences, ticketing and tasks in Hubspot. Could we adjust their permission so they only can view and edit own customers and companies (which will be very very few) but still they could help us (the company) to create and develop automations that we would use on all our customers?

Re: adjust user's permission for freelancer,

karstenkoehler — Fri, 22 Sep 2023 13:57:23 GMT

Hi @SKarlsson,

Yes, HubSpot has pretty detailed permission options for those use cases: https://knowledge.hubspot.com/settings/edit-user-permissions

When you follow the steps linked above, you'll find permission options, specifically in the CRM and Sales tab of the permissions editor.

You can specify both record and tool access.

https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide

If you have any follow up questions let me know! Happy to elaborate.

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adjust user's permission for freelancer,

Re: adjust user's permission for freelancer,