You'll then see two options to choose from "Start with Template" and "Start from Scratch"

If you have an Enterprise portal you will have a third option. These will need to be setup before you can assign the permission.

To start we recommend choosing the "Start with Template" option.

Once to click on this option you will be able to click "Choose a permission template" to choose the permission you want to allocate.

Click on the role that best matches the user.

You can then click on "Choose permissions" to further filter the permissions if you like.

You can then review the settings and send the invite. 

demo@spitfireinbound.com
Invite your teammate to HubSpot
Send them a friendly invitation with everything they need to get started.
Don't send an email invite when this user is added to HubSpot. They'll still get access to this account once they log in.
Review permissions
CRM objects
Contacts
View (Contacts their team owns and unassigned), Edit (Contacts their team owns and unassigned), and Delete (Contacts their team owns and unassigned)
Companies
View (All companies), Edit (All companies), and Delete (All companies)
Deals
View (All deals)
Tickets
View (All tickets)
Tasks
View (All tasks)
CRM emails
View (CRM emails they own)
Notes
View (Notes they own)
CRM tools
Communicate
All records
Bulk delete
Import
Export
Custom views
Marketing
Lists
View and Edit
Forms
Files
Marketing Access
Ads
View and Publish
Campaigns
View and Publish
Marketing email
View, Edit, and Publish
Marketing SMS
View, Edit, and Publish
Social
All accessible accounts
Content staging
Blog
View, Edit, and Publish
Landing pages
View, Edit, and Publish
Website pages
View, Edit, and Publish
Website database
View, Edit, and Publish
URL Redirects
View and Publish
Design tools
View
Sales
Sales Access
Forecasts
View (Forecasts they own)
Playbooks
View
Automation
Workflows
View and Edit
Reporting
Goals
View (All goals) and Edit (All goals)
Reports Access
Dashboard, reports, and analytics
View, Edit, and Create/Own
Reporting datasets
View and Edit
Settings access
Asset Marketplace access
Edit property settings
Global content settings
Website settings
Reports and dashboards
User table access
User & account access
Account Access
Add and edit users
Limit access by teams

HubSpot is a CRM platform. Learn how to effectively use HubSpot to manage your customers and other tips and tricks such as how to merge contacts or how to connect your Gmail account.