Tips, Tricks & Best Practices

CBlake3
Member

Third Party Access

SOLVE

Hi all,

 

Looking for anyone with experience allowing a third party user to access their Hub.

 

Does anyone have a templated agreement they would be willing to share, that they asked a third party to sign to safeguard their data?

 

Failing that, any tips for me in creating one?

 

Thanks,

1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

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!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

View solution in original post

2 Replies 2
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

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!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
MiaSrebrnjak
Community Manager
Community Manager

Third Party Access

SOLVE

Hi @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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