Bulk Import of Users with Permission Sets and Team Assignments
Currently, HubSpot allows for bulk user creation via CSV import by uploading email addresses. However, assigning permission sets and teams still requires manual work after the users are created.
For companies with global teams, this process becomes even more time-consuming. We have teams across Europe, North America, Asia, and Latin America, each requiring different permission sets and team structures. Manually assigning these settings after every new hire or organizational change is inefficient and prone to human error.
Proposed Solution:
Expand the current CSV import functionality to include columns for Permission Set and Team.
HubSpot would then automatically assign these attributes during the import process.
If a permission set or team name doesn’t match an existing one, an error message could prompt users to adjust their CSV.
