Tips, Tricks & Best Practices

kaburke
HubSpot Employee
HubSpot Employee

Assistance managing multiple teams, roles and permissions In HubSpot

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....

 

Confused manConfused man

 

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!

7 Respostas 7
kaburke
HubSpot Employee
HubSpot Employee

Assistance managing multiple teams, roles and permissions In HubSpot

Updated doc to include new permissions and also a tab for notification profile management here: https://docs.google.com/spreadsheets/d/1L-dQdUIVIeCy7ASgcBEZ9yp6gM8JFb5ssOxceIemcSI/edit?usp=sharing

KChandler
Participante

Assistance managing multiple teams, roles and permissions In HubSpot

This is so helpful thank you 😊

0 Avaliação positiva
auto-mate
Top colaborador(a)

Assistance managing multiple teams, roles and permissions In HubSpot

Thank you for this!

jd_ames
Participante

Assistance managing multiple teams, roles and permissions In HubSpot

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?

karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Assistance managing multiple teams, roles and permissions In HubSpot

Nice one, @kaburke! I have a similar sheet haha.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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kaburke
HubSpot Employee
HubSpot Employee

Assistance managing multiple teams, roles and permissions In HubSpot

@karstenkoehler  you will have to share the wealth so we can compare them!!! 😉 

TiphaineCuisset
Gerente da Comunidade
Gerente da Comunidade

Assistance managing multiple teams, roles and permissions In HubSpot

Thank you for sharing @kaburke !!


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