How to Update CRM Settings Access in HubSpot?

By default, all users have access to contacts. On the Contacts tab, you can set more granular permissions and restrictions for contacts, companies, and tasks, and other functions relating to the CRM.

The settings below apply to contacts, companies, deals, tickets, and tasks.

• Bulk delete: toggle the switch on to grant the user the ability to bulk delete contacts, companies, deals, tickets, and tasks. This would allow the user to delete contacts from within a list or dashboard, for example. Users without this permission can still delete contacts, company, deals, tickets, and tasks from individual records if they have the Edit permission for Contacts Access.
• Import: toggle the switch on to grant the user the ability to import contacts, companies, and deals into your HubSpot account.
• Export: toggle the switch on to grant the user the ability to export contacts, companies, and deals from your HubSpot account.
• Workflows (Marketing Hub Professional and Enterprise only): toggle the switch on to grant the user access to the workflows tool.
  
  

Please note: if you have a HubSpot Sales Hub Professional account and do not have a Marketing Hub Professional or Enterprise subscription, all users in your account will have access to the workflows tool. Learn more about which actions are available based on your account type.

• Edit property settings: toggle the switch on to grant the user the ability to create or edit properties in your HubSpot account, and grants the user access to the lead scoring tool.

Get in contact with us to find out more information!