HubSpot Permission Set Planner

A simple way to give everyone the right HubSpot access from day one.

HubSpot access starts clean and drifts. Someone needs to do one thing, so they get full access, and nobody takes it back. A year later you've got a dozen Super Admins, inconsistent access, and no idea who can delete what. This planner fixes that before it starts.

No 160-setting spreadsheet to wade through in a meeting. A short session your leadership can actually run, and a clear build spec your admin follows after.

Your permission set planner includes:

• Six role profiles that are easy to understand, with what each role can and can't touch

• The dozen access decisions that actually carry risk, each with a recommended answer

• A full build spec: every HubSpot control mapped to every role

• A user roster to assign each person to one set and demote the extra Super Admins

• A least-privilege baseline you can adjust to fit your team