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Click the Settings Icon
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On the left sidebar under "Account Setup" click "Users & Teams:
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Click the "Create user" button
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If this is your first invite click "Custom Invite", otherwise use the "Quick Invite" option.
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Enter your new user's email address
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Click "Next"
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You can choose to Start with a permissions template, or start from scratch
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Click "Choose a template"
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Select a User template
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Review the Default permissions. If these don't fit your needs then change to "Start from scratch"
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Manually choose the user permissions
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Mark "Expand all permissions" to see all of the permission settings
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For each object you will be able to set their View, Edit, and Delete permissions
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After you have set the permissions on the CRM objects (Contacts, Companies, Deals, Tickets) continue to the "CRM tools" permissions
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Generally we suggest allowing users to Communicate on some level through HubSpot. This is the power of having all of your organizations communication logged to your customers in one place.
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Continue to the "Marketing, Sales, Service, Automation, and Reporting" permissions as you need
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For users that will be communicating regularly with your contacts we suggest turning on Sales Access
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Then enable "Templates" so they can user HubSpot's email templates in their communications
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Next go the the "Settings access"
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Enable "Personal email access". This will allow the user to connect their work email to HubSpot for email sending and logging
