Adding user to meetings

Service Hub Tickets & Conversations
1

Hi, HubSpot community!

I am looking to set up one-on-one meetings in our CRM for our team. One of our users does not have access to this feature. I am looking to add her and give her permission. Any guidance would be greatly appreciated.

Thank you!

2

Hi @IMartin6,

If I’m not mistaken, meetings should be accessible to any user, regardless of the permission set. (Users without any permissions can still connect their calendar and set up meeting links.)

Could you confirm that you’re referring to meeting links?

Has this user connected their calendar? This is a prerequisite.

Best regards!

3

Thank you for your response. Yes, I am talking about the meeting links. It is strange because her name doesn’t show up at all. Some of our users do not have their calendars set up and are popping up on the list of users for meetings.

4

Hi @IMartin6,

Meeting links require a calendar connection – that would be the first step of troubleshooting :slightly_smiling_face:

Best regards

5

Okay! Can you please guide me on how to set up the calendar for this user?

6

Hi @IMartin6,

You can’t set up a calendar on behalf of a user, unfortunately. They have to complete this step themselves.

Best regards!

7

No worries! Can you please provide me with the steps so I can further assist them on their end?

8

Hi @IMartin6,

I linked them above in my first reply:

Use HubSpot’s calendar sync with Google Calendar or Outlook Calendar

Create and edit scheduling pages with the meetings tool

Best regards!