HubSpot User Permissions Tutorial: Set Up a Sales Rep Step by Step

Learn how to set up user permissions in HubSpot, step by step, using a sales rep as the example. Read the full guide, with seat types, cost tips and a role-by-role checklist: [PASTE BLOG LINK] In this tutorial, Celeste walks through the Users & Teams settings in HubSpot and shows how to give a sales rep the access they need without letting them change, delete or export data they shouldn't. You'll see how to: • Find and edit a user in Users & Teams • Assign a seat and choose how to set access • Start with a template and adjust it for a sales rep • Set CRM object permissions for contacts, companies, deals, tickets, tasks and notes • Set CRM tool permissions, including communicate, bulk delete, import and export • Save the changes so they take effect CHAPTERS 0:00 Why permissions matter 0:19 Find Users & Teams 0:49 Assign a seat 1:27 Choose how to set access 2:28 CRM objects: contacts, companies, deals and more 6:57 CRM tools: export, bulk delete and more 9:15 Save the access HUBSPOT SEAT TYPES (covered in the blog) Core, Sales, Service, Revenue, View-only, Developer and Partner. Super Admin is a permission level, not a seat. Seats decide which tools a user can access and affect what you pay, while permissions decide what they can do. FROM HUBSPOT Manage user permissions: https://knowledge.hubspot.com/user-ma... Assign and manage seats: https://knowledge.hubspot.com/account... User permissions guide: https://knowledge.hubspot.com/user-ma... Not sure your seats and permissions match what your team actually does? We help growing businesses set up HubSpot so they follow up on leads, work service tickets and protect their customer data. Learn more at https://www.engagent.io #HubSpot #CRM #HubSpotTutorial