topic Third Party Access in Tips, Tricks & Best Practices

Third Party Access

CBlake3 — Wed, 26 Apr 2023 12:28:10 GMT

Hi all,

Looking for anyone with experience allowing a third party user to access their Hub.

Does anyone have a templated agreement they would be willing to share, that they asked a third party to sign to safeguard their data?

Failing that, any tips for me in creating one?

Thanks,

Betreff: Third Party Access

MiaSrebrnjak — Thu, 27 Apr 2023 11:30:09 GMT

Hi @CBlake3,

Thank you for reaching out to the Community!

I wonder if @danmoyle, @deepikaverma, or @Ian_Matt could share some advice? Thank you!

Cheers
Mia, Community Team

Re: Third Party Access

danmoyle — Thu, 27 Apr 2023 19:26:38 GMT

@CBlake3 are you looking to create a user for someone (like maybe a partner agency or freelance marketer, for example) in your HubSpot portal?

I don't have a template for an agreement, but here are a few resources I'd start with. My adivce is to keep it simple, and to create a user role with limited power (or use an existing permission set).