HubSpot Permission Set Planner
A simple way to give everyone the right HubSpot access from day one.
Get your free HubSpot permission set planner
The fastest way to a messy HubSpot is making everyone a Super Admin on day one. Get access right before anyone logs in, and you save yourself a painful cleanup later. This planner turns that into a thirty-minute decision your whole team can sign off on.
— Anne Fellini Bromley, Founder of Anneomaly Digital
Get our comprehensive annual HubSpot maintenance calendar to help you keep your portal running smoothly all year long. We've broken down essential maintenance tasks month by month, so you always know what needs attention and when.
No technical overwhelm, just a practical roadmap for the HubSpot admin who's got enough on their plate already.
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