Assigning users to different roles

[GAbrahams]

I understand from Hubspot that “in the free version, you can create multiple users and assign them to different roles, such as sales reps or investors”.

How do I go about implementing that?

Are the sales reps and investors added as team or contacts?

Where do I define the roles and apply them to the different users?

Many thanks

[karstenkoehler]

Hi @GAbrahams,

This article explains how to adjust permissions per user: Manage user permissions

Permission sets (configurations that you can apply to multiple users) are an Enterprise tier feature, not available in the free CRM: Create and assign permission sets

Let me know if you have any follow-up questions!