Email Marketing Tool

ceesalt
Member

Editing a Newsletter

SOLVE

If I have created a newsletter but my colleague wants to edit it, is there a way I can grant them access to edit it? 

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2 Accepted solutions
MatthewShepherd
Solution
Key Advisor

Editing a Newsletter

SOLVE

Hi @ceesalt 

If your colleague's Hubspot user account (i.e. your colleague has been added as a user in your portal) has a minimum of Marketing->Email->Write access they should be able to edit your newsletter's content.

 

For details on how to manage user permissions see: https://knowledge.hubspot.com/articles/kcs_article/settings/hubspot-user-permissions-guide#marketing

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

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hquitos
Solution
Participant | Elite Partner
Participant | Elite Partner

Editing a Newsletter

SOLVE

Hi there, 

 

Does your colleague have a HubSpot user account? If you want them to edit your HubSpot generated newsletter directly inline (assuming it is an email), then it might be easiest to create a HubSpot account for them that allows email editing permissions. Then, send them the link to the email in HubSpot and they can edit as desired. 

 

If you'd only like them to see a preview of the email and provide you edits in another way (via email, for example), then I would suggest sending a link to the shareable preview in the Email editor: https://knowledge.hubspot.com/articles/kcs_article/cos-general/how-will-my-hubspot-content-appear-on...

 

Hope that helps!

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2 Replies 2
hquitos
Solution
Participant | Elite Partner
Participant | Elite Partner

Editing a Newsletter

SOLVE

Hi there, 

 

Does your colleague have a HubSpot user account? If you want them to edit your HubSpot generated newsletter directly inline (assuming it is an email), then it might be easiest to create a HubSpot account for them that allows email editing permissions. Then, send them the link to the email in HubSpot and they can edit as desired. 

 

If you'd only like them to see a preview of the email and provide you edits in another way (via email, for example), then I would suggest sending a link to the shareable preview in the Email editor: https://knowledge.hubspot.com/articles/kcs_article/cos-general/how-will-my-hubspot-content-appear-on...

 

Hope that helps!

MatthewShepherd
Solution
Key Advisor

Editing a Newsletter

SOLVE

Hi @ceesalt 

If your colleague's Hubspot user account (i.e. your colleague has been added as a user in your portal) has a minimum of Marketing->Email->Write access they should be able to edit your newsletter's content.

 

For details on how to manage user permissions see: https://knowledge.hubspot.com/articles/kcs_article/settings/hubspot-user-permissions-guide#marketing

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

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