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Edit User Permissions

In this short guide, we'll show you how to edit user permissions in five easy steps.

Applies to: All products and plans

NOTE: Only HubSpot users with Add & Edit users permissions can customize permissions for new and existing users in your portal.

Edit User Permissions:

1. Click the Settings (gear) icon at the top right of your page in the main navigation menu.
2. Under Account Management, click User & Teams.
3. Hover over the desired user’s name and click Edit permissions.
4. In the Assign a seat dropdown, select the seat type that matches the user's role.  Please note:  1) Only seat types included in your current subscription will appear as options. 2) Seats determine the level of HubSpot access a user has. 3) Seats are separate from permissions, which control what a user can do within that access.
  • View-Only Seat: Free. Can see data across your purchased Hubs but cannot edit, create, or send anything. Best for stakeholders who only need reporting visibility.
  • Core Seat: Paid. Full working access to all tools included in your subscription. Required for any user who needs to create or edit records. If you subscribe to Sales or Service Hub at the Starter tier, Core Seat holders already have access to those features.
  • Sales Hub Seat: Paid. Only available (and only needed) at the Pro or Enterprise tier. Includes Core Seat access plus advanced sales tools like sequences, forecasting, and calling. Replaces the Core Seat for that user.
  • Service Hub Seat: Paid. Only available (and only needed) at the Pro or Enterprise tier. Includes Core Seat access plus advanced service tools like SLA tracking and ticket routing. Replaces the Core Seat for that user.
5. In the Choose how to set access dropdown, choose from the following options:
  • Manually assign permissions: Customize access based on current permissions.
  • Make Super Admin: Super Admins can manage all users, tools, and settings. The user must have a Core seat to qualify to become a Super Admin.
  • Start with a template: Copy another user's permissions or use a suggested set of permissions based on common roles.
  • Start from scratch: Create permissions specifically for this user.
6. In the Choose permissions dropdown, browse and edit user permissions individually.
  • Search by category in the left sidebar to locate certain permissions.
  • To grant the user a permission, click the toggle (located to the right of the feature) ON.

NOTE: If you chose "Make Super Admin" in the previous dropdown, the Choose permissions dropdown will not appear because Super Admins have full permissions by default.

NOTE: For a detailed outline of permissions, visit HubSpot user permissions guide.