Releases and Updates

AnnaQ
by: HubSpot Product Team
HubSpot Product Team

Quote Template Permissions Updated

What is it?

New permission setting that allows users to edit custom quote templates without having to a be a Super Admin.

 

Why does it matter?

Users may need to edit custom quote templates, but they should not have access to all Super Admin capabilities. With this new permission, users can edit custom quote templates without changing their current user permission level.

 

How does it work?

Individual users can be granted the 'manage quote templates' permission without changing their overall access level. This is managed under Settings > Users & Teams > Edit Permissions (for individual user) > Sales.

 

Who gets it?

All hubs and tiers, Sales Starter, Sales Pro, Sales Enterprise

 

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