topic Re: Assistance managing multiple teams, roles and permissions In HubSpot in Tips, Tricks & Best Practices

Assistance managing multiple teams, roles and permissions In HubSpot

kaburke — Mon, 07 Feb 2022 09:16:24 GMT

My name is Katie Burke and I am a Technical Consultant in the ProServices EMEA team. I have a number of customers that have multiple brands, teams, and roles. It can all get a little bit....

Confused man

I created this excel for customers to be able to easily manage what roles/teams have what access. I hope that you find this helpful, as HubSpot continues to grow and improve, I would recommend double-checking that all permission options are up to date!

Re: Assistance managing multiple teams, roles and permissions In HubSpot

TitiCuisset — Tue, 04 May 2021 09:07:29 GMT

Thank you for sharing @kaburke !!

Re: Assistance managing multiple teams, roles and permissions In HubSpot

karstenkoehler — Mon, 10 May 2021 15:12:20 GMT

Nice one, @kaburke! I have a similar sheet haha.

Re: Assistance managing multiple teams, roles and permissions In HubSpot

kaburke — Mon, 10 May 2021 18:41:55 GMT

@karstenkoehler you will have to share the wealth so we can compare them!!! 😉

Re: Assistance managing multiple teams, roles and permissions In HubSpot

jd_ames — Wed, 26 May 2021 17:43:02 GMT

Thank you for sharing @kaburke! I had created something similar a year or so ago and lost it, so this is a great starting point again 🙂

Do you have any suggestions or models on the various Roles you typically set up or see customer's use?

Re: Assistance managing multiple teams, roles and permissions In HubSpot

auto-mate — Fri, 06 Aug 2021 05:28:23 GMT

Thank you for this!

Re: Assistance managing multiple teams, roles and permissions In HubSpot

kaburke — Mon, 07 Feb 2022 09:15:49 GMT

Updated doc to include new permissions and also a tab for notification profile management here: https://docs.google.com/spreadsheets/d/1L-dQdUIVIeCy7ASgcBEZ9yp6gM8JFb5ssOxceIemcSI/edit?usp=sharing

Re: Assistance managing multiple teams, roles and permissions In HubSpot

KChandler — Thu, 19 Jan 2023 15:25:31 GMT

This is so helpful thank you 😊