Who has access to what in HubSpot; and why does it matter? Whether you’re growing your team or refining access levels, smart user management keeps your data safe, your processes organized, and your people productive.

Led by a HubSpot Success Manager, this interactive session will guide you step-by-step through setting up and maintaining a solid user structure in your HubSpot account.

Here’s what we’ll cover together:

• 👥 Seats & Permissions: Understand who needs which tools and how to assign them efficiently
• 🏗️ Teams & Hierarchies: Organize your users for better reporting and collaboration
• 🔐 Best Practices: Keep your CRM clean, secure, and easy to manage as your company grows

By the end, you’ll have your HubSpot users set up and ready to go, with the confidence to manage access and collaboration like a pro.