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