Request:
As a HubSpot Solutions Partner, we need a way to create standardised permission templates in our partner portal and apply them to employees across client accounts, including non-Enterprise client portals.
Current challenge:
Custom permission sets require Enterprise, so partners managing multiple client portals must manually configure access or overuse Partner Admin permissions.
Business impact:
This increases admin time, creates inconsistent access, and makes least-privilege access harder to enforce.
Proposed solution:
Add partner-level reusable permission templates for Client Access Manager - that are not locked in and dependent on the agency or client portal being enterprise level.