Expand | ||
---|---|---|
| ||
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. | ||
Expand |
...
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:
...
Some team members may be assigned a Sales Seat and/or Service Seat based on their role and needs within HubSpot. Main features of these seats include access to: Sequences, Playbooks, Lead rotation, and simple automation features.
Kaplan Teams:
Team Name | Nested Under | Team Name | Who is a part of this team | Number of Active Members | |
---|---|---|---|---|---|
1 | Admin | Administrators & Key IT members | 8 | ||
2 | Active TeamsKELC ACTIVE - Assisted Customer Support Team | Active Teams | Assisted Customer Support staff available for immediate ticket routing. | 2 | |
3 | Active TeamsKELC ACTIVE - Customer Account Support (Available Members) | Active Teams | Customer Account Support staff available for immediate ticket routing. | 10 | |
4 | Active TeamsKELC ACTIVE - Key Accounts (Available Members) | Active Teams | Key Accounts staff available for immediate ticket routing. | 6 | |
5 | AdminFree Team | Admin | Members with no specific access | 28 | |
6 | Marketing | AdminMarketing | A mix of Marketing and some Merchandise Team members | 17 | |
7 | MarketingKaplan Early Learning Company | Marketing | Executives | 7 | |
8 | Customer Profile Management | Kaplan Early Learning CompanyCustomer Profile Management | Customer Profile Management Team | 4 | |
9 | KELC Sales | Kaplan Early Learning CompanyKELC Sales | Sales Admins & VP of Sales | 4 | |
10 | KELC Sales | Bids & Contracts | KELC Sales | Bids & Contracts Team | 7 |
11 | CAPL Teams | KELC Sales | CAPL Teams | Holds all CAPL Teams | 1 |
12 | Curriculum, Assessment Sales | KELC Sales | CAPL TeamsCurriculum, Assessment Sales | C4L Sales Team | 3 | |
13 | Curriculum, Assessment Support | KELC Sales | CAPL TeamsCurriculum, Assessment Support | CAPL Support Team | 2 | |
14 | Professional Learning Sales | KELC Sales | CAPL TeamsProfessional Learning Sales | Professional Development Team | 3 | |
15 | KELCEastern Region Sales | Eastern Region KELC Sales | Holds All Eastern Region Sales | 0 | |
16 | KELC Sales | Eastern Region | Art Guye's Area (Eastern Region) | KELC Sales | Eastern Region | Art Guye & Team | 5 |
17 | KELC Sales | Eastern Region | Bryan Fulton's Area (Eastern Region) | KELC Sales | Eastern Region | Bryan Fulton & Team | 5 |
18 | KELC Sales | Eastern Region | Dave Kulick's Area (Eastern Region) | KELC Sales | Eastern Region | Dave Kulick & Team | 5 |
19 | Florida Region Sales | KELC Sales | Eastern RegionFlorida Region Sales | Jamilet Diaz & Team | 4 | |
20 | KELC SalesWestern Region Sales Teams | KELC Sales | VP of Western Region | 1 | |
21 | Midwest Region Sales Team | KELC Sales | Western Region | Midwest Region Sales Team | Luis Mejias & Team | 4 |
22 | Targeted Sales Team | KELC Sales | Western RegionTargeted Sales Team | Pam Tester & Heather Presley | 2 | |
23 | West Coast Sales Team | KELC Sales | Western Region | West Coast Sales Team | Ron Duhart & Team | 5 |
24 | West Region Sales Team | KELC Sales | Western RegionWest Region Sales Team | Mills Snowden & Team | 4 | |
25 | KELCNY Region Sales | NY Region KELC Sales | Mitch Bonder & Pam Bradley | 2 | |
26 | KELCPlayground Sales | Playground KELC Sales | Ken Anderson & Team | 5 | |
27 | Gryphon House | Gryphon House | Stephanie Roselli | 1 |
Permission Sets:
https://docs.google.com/spreadsheets/d/1Zf53xWD5TKJu8rRLxtVKLBFDhOHRpuNEmtE8bEaHyWo/edit?usp=sharing
...