HubSpot is a powerful platform that empowers businesses to streamline their marketing, sales, and customer service efforts. When collaborating with a HubSpot developer, granting the right permissions is key to a smooth and efficient project. In this guide, we'll walk you through the necessary settings to ensure your developer has the access needed for various tasks.
1. Super Admin Access (Recommended for New Portals or Projects Under NDA):
- If your project involves a new portal, is under a non-disclosure agreement (NDA), or you're comfortable granting super admin access, this is the easiest way to ensure your developer has all the necessary permissions for the duration of the project.
2. Setting Permissions for Marketing Tasks:
- Navigate to 'Users & Teams' under 'Account Setup' in the left sidebar.
- Under the Marketing tab, find the 'Website Tools' dropdown.
- Permissions: Let users create new blogs and manage blog settings.
- Use Case: Grant temporary publishing abilities if your developer is building a blog template on a new portal without blog posts.
- Landing Pages:
- Permissions: Let users create or publish new landing pages and edit existing landing pages.
- Use Case: Grant view permissions at least if your developer will assist in page creation or content layout.
- Website Pages:
- Permissions: Let users create or publish new website pages and edit existing landing pages.
- Use Case: Developer might need write permissions for page creation but not for template work.
- Permissions: Let users access HubDB.
- Use Case: Speak with your HubSpot rep regarding this feature; it's a database for storing collections of information accessible in the template.
- URL Redirects:
- Permissions: Needed for setting up 301 redirect rules when changing page URLs.
- Design Tools:
- Permissions: Let users edit code, templates, and modules. Essential for development work within your HubSpot portal.
3. Setting Permissions for Account Tasks:
- Under the 'Account' tab, find the 'Settings' dropdown.
- Website Settings:
- Permissions: Let users edit website settings, including blog and page settings.
- Use Case: Essential for building themes and adjusting settings related to pages, blogs, URLs, domains, and themes.
- Domain Settings:
- Permissions: Needed for setting up domain names for a new portal.
- Global Content Settings:
- Permissions: Let users edit global content and themes on website and blog pages.
- HubDB Table Settings:
- Permissions: Needed for creating or editing the structure of a HubDB table.
By carefully configuring these permissions, you empower your HubSpot developer to efficiently carry out their tasks, whether it's building themes, creating pages, managing content, or configuring settings. Open communication with your developer and HubSpot representative is key to tailoring permissions to the specific needs of your project. With the right access, you'll unlock the full potential of HubSpot for your business.