Apr 30, 2021 5:03 AM
My name is Katie Burke and I am a Technical Consultant in the ProServices EMEA team. I have a number of customers that have multiple brands, teams, and roles. It can all get a little bit....
I created this excel for customers to be able to easily manage what roles/teams have what access. I hope that you find this helpful, as HubSpot continues to grow and improve, I would recommend double-checking that all permission options are up to date!
May 4, 2021 5:07 AM
Thank you for sharing @kaburke !!
May 10, 2021 11:12 AM
May 26, 2021 1:43 PM
Thank you for sharing @kaburke! I had created something similar a year or so ago and lost it, so this is a great starting point again 🙂
Do you have any suggestions or models on the various Roles you typically set up or see customer's use?