Discover the latest updates on CRM user permissions in HubSpot with this concise tutorial by Kyle Jepson from the HubSpot Academy. This video provides a quick tour of the new modal for adjusting permissions in HubSpot, highlighting how you can streamline your process and make your options more straightforward.
In this video, we delve into the new flow of assigning permissions, starting from choosing how you want to narrow access, whether through a permission set, one of our templates, or a manual assignment. We also explore the new feature under custom objects, where each custom object now gets its own set of permissions, offering you more control over what users can view, edit, and delete.
Check out this video and get up to speed with the recent permissions overhaul inside HubSpot.
For more HubSpot updates, check out the ultimate Kyle Jepson playlist:
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Now, we'd love to hear from you. How do you use these new permission features in your HubSpot CRM? Share your thoughts and strategies in the comments below.
Also, we invite you to join our HubHeroes community, where you can connect with other HubSpot users, share insights, and learn more. Sign up today at:
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