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DELIVERY MODULE About 1 week

Permission Set Configuration

Build and test a permission set for a specific role so the team has the right access to CRM records, tools, and settings without unintended exposure.

Delivery module

AU$320

About 1 week

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What this module actually does

Included

The configured role has a tested permission set that controls exactly what they can see, edit, and access in HubSpot.
No unintended data exposure or access gaps for users assigned to this role.
The team can trust that CRM access boundaries are working as intended.

Not included

Field-level permissions
Custom partitioning rules
Custom object access configuration
User provisioning or seat assignment (separate module)
Team setup (separate module)
Multiple permission sets (each set is a separate unit)
Ongoing permission maintenance or role changes
SSO or SAML configuration

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

An Enterprise HubSpot subscription (permission sets are an Enterprise feature), needed before Kickoff
Partner Admin access to HubSpot, needed before Permission Set Build
The role this set is for (for example Sales Rep or Marketing Manager), needed before Requirements Gathering
What the role should see on each CRM object (all records, team only or own only), needed before Permission Set Build
Which tools the role uses (marketing, sales, service, reporting) and whether it needs any settings access, needed before Permission Set Build
List of users to assign the set to, needed before Assignment

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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