How to manage permissions and access in HubSpot | HubSpot Help
As businesses scale, it’s essential that the data and information they handle remains secure. But naturally with growth, the data becomes more complex.
HubSpot is making it easier than ever to set up organisational controls and features across the CRM platform, so that admins can manage what different users see. In this video, we’ll guide you through the different options you have here, including how to set up:
- Users and teams
- Permission sets
- Presets
- Field based permissions
- Marketing asset partitioning
Hub: All Difficulty: Easy Tier: Enterprise/Pro
We hope you find this video useful and be sure to check out our other HubFuel videos providing HubSpot demo guides across the platform. If you’d like to know more about how we can help your business grow with HubSpot, visit our site: https://www.fuelius.com/platforms/hubspot-agency