This feature allows admins to control which HubSpot properties a specific team can edit. With this, you can ensure data consistency and secure your organization's HubSpot data access.
✅ What This Feature Does
Lets admins assign “edit permissions” to properties based on teams
Supports multiple CRM modules: Contacts, Deals, and Tickets
Ensures only authorized teams can modify key data fields
Requires a final “Apply” step to activate settings
👥 Who Can Use This Feature
Admins only — team-level permissions cannot be managed by regular users
How to Set Edit Properties for Teams
Follow these steps to configure edit permissions:
Step 1: Select a Team
Navigate to Edit Properties Settings in HubSpo
Choose the team for which you want to define editable properties
This determines which users will be impacted by your settings.
Step 2: Select a Module
Choose the CRM module where you want to set permissions:
Contacts
Deals
Tickets
You must repeat this process for each module if needed.
Step 3: Select Edit Properties
A list of properties will appear
Check the properties you want the selected team to edit
Leave unchecked any property that should be read-only for that team
Example: Sales team can edit deal stage, but Support cannot.
Step 4: Save Settings
Click Save to record your configuration
Saving stores your preferences — but does not apply them yet.
Step 5: Apply the Changes
Go to Extensions
Open the Edit Properties extension settings
Click Apply
This final step activates the permissions for all users in the selected team.
⚠️ Important Notes
Settings won’t take effect until you click Apply
You can modify permissions anytime by repeating the steps
Users may need to refresh CRM pages to see updated access rules
❓ FAQ
Q: Can I assign different permissions for multiple teams?
Yes — repeat the setup for each team individually.
Q: Do users need to relogin after changes?
Not always, but refreshing their CRM is recommended.
Q: Who can make these changes?
Only admins with permission to configure extension settings.