This is a YouTube video titled "CRM User Permissions" created on July 18, 2023, providing a tutorial or walkthrough about recent updates to user permissions in HubSpot, explaining the new modal interface and custom object permission settings. The content features a single speaker giving an instructional overview.
Hey, friends. Permissions inside of HubSpot for users has gotten an overhaul recently and I want to give you a quick tour. Let's hop in here. We are in the new modal for adjusting permissions, and you start by saying how you want to narrow access. You know, is this going to be a permission set? Do you want to start with one of our templates or do you want to just manually assign? And then whatever you choose, you can come down here and go to the next steps and then you can assign permissions here. So this is a new flow. I think it streamlines things a lot, makes your options clear. Another thing that's really important is under custom objects, each custom object now gets its own set of permissions. They used to all be lumped out together. Now for each custom object you have, you'll have the ability to control, you know, what they can see, view, edit and delete. So this is all now live. Check it out. Let me know what you think. Let me know if you have any questions.
