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Set the right Admin permissions in Hubspot for Automated Workflows
Set the right Admin permissions in Hubspot for Automated Workflows
Dan Delauretis avatar
Written by Dan Delauretis
Updated this week

This article will show you where to find your Hubpost permissions level needed to successfully create workflows

While standing on your Home Page, click on the Settings button located in the top right-hand side corner:

Hubspot Settings

Now, on the left-hand side panel and under Account Management, you will find the option USERS & TEAMS

User & Terms button

Select the right user will enable the EDIT PERMISSIONS button:

Edit Permissions

Find the CRM OBJECTS and AUTOMATION options in the left-hand side menu and be sure to turn them ON. Both will be important when creating Automated Workflows

Permissions

permissions

That`s all!

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