Partner Tools

CRM & Sales Account & Settings
1

Hello HubSpot Community, I hope you’re doing well.

I’m reaching out for guidance regarding partner permissions and licensing requirements. I need to grant access to the Partner Tools — specifically, the Partnership Dashboard and our closed deals data — to a member of my internal back-office team.

Here’s the current setup:

  • The user has been added to our portal.
  • She currently holds a “View only” license.
  • I am a Super Admin and we are an official HubSpot Solutions Partner.

My objective is to enable her to:

  1. Access the Partner Dashboard,
  2. View closed deals data, and
  3. Support the internal management of our partner activities.
  • The key question is: Does she require a paid Sales or Core seat to access Partner Tools, or is there a way to enable this through Partner permissions without upgrading her license?

We’ve explored the User Permissions panel, but the Partner Tools section is not visible — likely due to the license type or portal context. Any insights or similar experiences from other partners would be greatly appreciated.

Thank you in advance for your help!

Best regards,
Gabriel Tardin - Tegrus

2

Hi @GabrielTardin and welcome, it’s such a pleasure to have you here! :hugs:
Thanks for asking the HubSpot Community!
I’d like to share this article “Update employee permissions in the client’s HubSpot account” that might help you.
Regarding the paid seats, I would also recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, including hopping on a screenshare if necessary.
By the way, are you using the Breeze Customer Agent yet?
This agent scales customer support with an AI-powered expert that automates ticket resolution.

And please @GabrielTardin, let me know if there is anything else I can do to help you, I’ll be delighted to do so!
Have a beautiful day! :sun_with_face:
Bérangère