Provide access to your HubSpot Portal

Here's how to add XEN Solar to your HubSpot Portal

https://app.hubspot.com/login/

The permissions we need depend on whether we are doing a full onboard for your portal, versus a review and optimisation piece (see below).

Please add permissions for your XEN Solar account manager.

[i] HubSpot Portal Setup and Onboarding Permissions

If we are setting up your Portal as part of HubSpot Ignition onboarding, you will need to give us Super Admin privileges:

hubspot-user-2

[ii] HubSpot Portal Review and Optimisation Permissions

If your portal is already setup and we are doing an audit, training or optimisation for you, then the following permissions are requested:

HubSpot Contact permissions

HubSpot Contact Permissions

HubSpot Marketing Permissions

For HubSpot Marketing we basically need access to everything

HubSpot Deals permissions

For Deals we usually view everything, however if you have particularly sensitive deals that you don’t want us to see, you can change our Access to Owned Only:

This means we can still create/edit test Deals in order to optimise your processes, but can’t see any of your existing deals

HubSpot Service permissions

Basically everything in Service

HubSpot Admin permissions

We don’t usually need this, however, if we are working on your HubDb tables we will need the following:

HubSpot Admin permissions