Granting XEN Create Designers the Necessary HubSpot Permissions

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