topic Re: Disabling Hubspot payments for resellers in our account in Tips, Tricks & Best Practices

Disabling Hubspot payments for resellers in our account

MDoyduk — Thu, 16 May 2024 13:04:19 GMT

Hi there,

We're adding external resellers in our HubSpot account with very limited permissions. We've created a dummy account with the same set of permissions and looked all over HubSpot to check what they can and cannot see, however they seem to be able to enroll for Hubspot payments in the Commerce section. Is there any way that we can disable this for them? Or else, what would happen if they proceed the enrollment? Our concern is that this would lead to any possible awkward situation as setting up payment account and collecting money using the name of our company. Could you please inform us as to what could happen if they are to proceed?

Thanks

Re: Disabling Hubspot payments for resellers in our account

LouiseHare — Thu, 16 May 2024 14:37:31 GMT

Hi @MDoyduk,

Have you got both of the Payment permissions turned off?

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find!

Re: Disabling Hubspot payments for resellers in our account

MDoyduk — Fri, 17 May 2024 08:04:27 GMT

Hi Louise,

Is there a setting to turn off payment permissions for specific
users/teams?

Re: Disabling Hubspot payments for resellers in our account

LouiseHare — Fri, 17 May 2024 08:47:16 GMT

Hi @MDoyduk ,

Yes, you can do this by editing particular users' permissions or more simply by creating a permission set for a group of users.

When creating the permission set, you can find the Payment permissions under Sales.

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find!

Re: Disabling Hubspot payments for resellers in our account

MDoyduk — Fri, 17 May 2024 08:58:27 GMT

Hi Louise

Under Sales, I can only see the following permissions

Templates

Sales EnterpriseForecast

Playbooks

Sequences

Re: Disabling Hubspot payments for resellers in our account

LouiseHare — Fri, 17 May 2024 09:06:07 GMT

Hi @MDoyduk ,

Could you please send a screenshot of what you are seeing?

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find!

Re: Disabling Hubspot payments for resellers in our account

MDoyduk — Fri, 17 May 2024 10:48:15 GMT

Re: Disabling Hubspot payments for resellers in our account

LouiseHare — Fri, 17 May 2024 11:33:33 GMT

It looks like you are looking at an already created permission set. If you create a new permission you should be able to set the payment permissions.

Re: Disabling Hubspot payments for resellers in our account

MDoyduk — Fri, 17 May 2024 12:19:21 GMT

Hi Louise,

When I turn off the payment related permission settings, the user can still enroll to hubspot payments after clicking on the Enroll Now button on the Commence page.

What will they end up with if they proceed? Could you please read my concern again in the first post I sent here?

Re: Disabling Hubspot payments for resellers in our account

LouiseHare — Fri, 17 May 2024 13:12:42 GMT

Hi @MDoyduk,

Apologies that I can't be of more help here, my best guess was trying to remove payment permissions.

I'd suggest that you reach out to HubSpot Support and see if they can help you.

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find!