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titleIntroduction & Overview

Welcome to the HubSpot User Permissions Guide. This document serves as a comprehensive resource to outline the various user roles and permissions within the HubSpot platform. At Kaplan Early Learning Company, we understand the significance of establishing clear guidelines for user access to ensure the efficient and secure management of our HubSpot environment.

As we continue to champion play and learning experiences for educators, children, and families globally, it is crucial to have a structured approach to user permissions. This guide aims to provide a framework for defining roles, responsibilities, and access levels within HubSpot, promoting a streamlined workflow while safeguarding sensitive information.

Effective user permissions not only contribute to the seamless operation of our systems but also play a vital role in upholding the principles of security and compliance. Whether you are an Administrator, Marketing User, Sales User, or hold a custom role, understanding and adhering to the permissions outlined in this guide is key to maximizing the potential of HubSpot while maintaining a secure and collaborative environment.

We encourage all users to familiarize themselves with the contents of this guide and refer to it as a reference for onboarding, day-to-day operations, and troubleshooting scenarios. By doing so, we contribute to the collective effort in transforming lives through play while ensuring the integrity and confidentiality of our data.

Thank you for your commitment to upholding these standards. Together, we create an environment where every voice is included, ideas are nurtured, and we continue to champion play in the spirit of Kaplan Early Learning Company.

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For each member of the team, we assign them to a Team, a Permission Set, and depending on their position a paid HubSpot Seat. In HubSpot, both teams and permission sets are tools designed to manage user access and permissions within the platform. However, they serve slightly different purposes:

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