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HubSpot Implementation // Enterprise User & Permissions Setup

The HubSpot platform is built to support teams of all sizes, but for larger or more complex organizations, additional governance and structure are often required. Our Enterprise User Setup product ensures your HubSpot portal is configured with the proper team hierarchy, data partitioning, and permission sets needed to securely and efficiently manage large user bases.

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Product starting at:

$1,800
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Includes:

  • 30-min Discovery Session to Review Organizational Structure, Roles, and Data Access Requirements.
  • Creation of Strategic Plan for Team & Permission Architecture (setup of nested teams, role-based permissions, and data accessibility across objects)
  • Plan Review Meeting & Approval
  • User Setup & Provisioning
  • Implementation of 5 - 7 Custom Permission Sets (role-based access for Sales, Marketing, Service, Leadership, etc.)
  • Documentation outlining access roles
  • 30-min Admin Training Session to Review User Setup and Ongoing Management

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