CRM

auto-mate
Top Contributor

XLS of user permissions for documentation purposes

SOLVE

Someone must have done it... does anyone have a spreadsheet with all the user permissions?

 

For documentating/planning/monitoring teams/roles/permissions.

 

Maybe;) ?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

XLS of user permissions for documentation purposes

SOLVE

Hi @auto-mate,

 

@kaburke shared one here 🙂 Assistance managing multiple teams, roles and permissions In HubSpot

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

3 Replies 3
MariaCleh7
Member

XLS of user permissions for documentation purposes

SOLVE

I have read your requirements that you have posted here. I have solution of your problem here . You can visit and read it carefully. Thank you very much.

0 Upvotes
auto-mate
Top Contributor

XLS of user permissions for documentation purposes

SOLVE

Perfect Karsten, thank you. 

I need to upgrade my search skills!

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

XLS of user permissions for documentation purposes

SOLVE

Hi @auto-mate,

 

@kaburke shared one here 🙂 Assistance managing multiple teams, roles and permissions In HubSpot

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.