Granting XEN Create Designers the Necessary HubSpot Permissions

These are the specific permissions required for XEN Create designers

You can apply these permissions to our design team individual, or you can create a Permission Set for 'XEN Create Graphic Designer' and apply these permissions. Then apply the Permissions Set to the relevant users.

CRM

• Object access: owned only
• CRM tools:
  • Import - enable
  • The rest can be disabled

Marketing

• Lists: Edit
• Forms: enable
• Files: enable
• Marketing access: enable
  • Marketing tools
    • Email: Edit
    • Campaigns: Edit
    • Content staging: enable
    • The rest can be unticked/disabled
  • Website tools
    • All: publish permissions
    • Design tools: enable
  • Approvals: disable

Sales

• Manage product library: disable
• Create custom line items: disable
• Sales Access: enable

• • Templates: enable
  • Create scheduling pages for others: enable
  • The rest can be disabled

Service

• Service access: enable
• Knowledge base articles: publish
• Templates: enable
• Create scheduling pages for others: enable

Reports: disable

Account

• Settings
• • App Marketplace access: enable
  • Asset Marketplace access: enable
  • HubDB table settings: enable
  • Global content settings: enable
  • Website settings: enable
  • Knowledge base settings: enable
  • Customer Portal settings: enable
  • Domain settings: enable
  • The rest can be disabled
• Account Access: enable
  • Edit account defaults: enable
  • The rest can be disabled