Product library access for a team with different licences
SOLVE
Do all members of a sales team need to have a Sales Hub Professional+ licence for all to be able to use the product library in deals and quotes?
I know the product library is a feature for Sales Hub Professional or above, but I could not find the answer to this question: can users with Sales Hub Starter access and use the product library as long as some other member of the team with a Professional licence creates it in the first place? As is the case with custom properties.
Product library access for a team with different licences
SOLVE
Hi @PRicoRoldán! In our Hubspot account we have Marketing Pro with Free Sales, and only 2 of our users have Sales Pro. I am a Super User with Marketing Pro, and I can manage Products and add them to Deals. I know my Sales Pro users can also. But my experience is all users can view and add Products to their quotes because of Marketing Pro.
In this article there's a note that supports what I see in our account:
Please note:any user can view and edit line items on a deal or quote, but you must have Create custom line items permissions to create new custom line items.
To create and edit products in the product library, you must be a user with Manage product library permissions in a Professional or Enterprise account. Learnmore about viewing and editing line items in the line item editor.
Hope that helps.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.
Product library access for a team with different licences
SOLVE
Hi @PRicoRoldán! In our Hubspot account we have Marketing Pro with Free Sales, and only 2 of our users have Sales Pro. I am a Super User with Marketing Pro, and I can manage Products and add them to Deals. I know my Sales Pro users can also. But my experience is all users can view and add Products to their quotes because of Marketing Pro.
In this article there's a note that supports what I see in our account:
Please note:any user can view and edit line items on a deal or quote, but you must have Create custom line items permissions to create new custom line items.
To create and edit products in the product library, you must be a user with Manage product library permissions in a Professional or Enterprise account. Learnmore about viewing and editing line items in the line item editor.
Hope that helps.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.
