Third Party Access
SOLVE
1 Accepted solution
Third Party Access
SOLVE@CBlake3 are you looking to create a user for someone (like maybe a partner agency or freelance marketer, for example) in your HubSpot portal?
I don't have a template for an agreement, but here are a few resources I'd start with. My adivce is to keep it simple, and to create a user role with limited power (or use an existing permission set).
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.
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Third Party Access
SOLVE@CBlake3 are you looking to create a user for someone (like maybe a partner agency or freelance marketer, for example) in your HubSpot portal?
I don't have a template for an agreement, but here are a few resources I'd start with. My adivce is to keep it simple, and to create a user role with limited power (or use an existing permission set).
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.
| |||||||||||||||||||
Third Party Access
SOLVEHi @CBlake3,
Thank you for reaching out to the Community!
I wonder if @danmoyle, @deepikaverma, or @Ian_Matt could share some advice? Thank you!
Cheers
Mia, Community Team
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