Overview
As a super-admin in HubSpot, you can grant access and permissions to users for the Eazybe integration. This guide walks you through the process of enabling the necessary permissions to ensure smooth integration between Eazybe and HubSpot.Only HubSpot super-admins can modify user permissions. Contact your HubSpot administrator if you need permission changes.
Granting User Access
Follow these steps to grant users access to Eazybe through HubSpot:Access HubSpot Settings
Log into your HubSpot account and navigate to the Settings page by clicking the gear icon in the top navigation bar.
Navigate to Users & Teams
In the left sidebar, select Users & Teams to view all users in your HubSpot account.
Edit User Permissions
Find the user you want to grant access to and click on the Edit permissions button next to their name.
The user now has the necessary permissions to use Eazybe with HubSpot.
Required Permissions Explained
File Permissions
Enables users to manage files within HubSpot, which is essential for chat backup functionality and media synchronization.
App Marketplace Permissions
Allows users to access and use third-party integrations like Eazybe from the HubSpot App Marketplace.
Why These Permissions Matter
These permissions are essential for ensuring smooth integration of Eazybe with HubSpot:
- Chat Backup — Syncing WhatsApp conversations to HubSpot contacts
- CRM Synchronization — Keeping contact data in sync between platforms
- File Sharing — Sharing media files between WhatsApp and HubSpot
- Team Collaboration — Enabling team members to access shared features
Best Practices
Grant Minimum Required Permissions
Grant Minimum Required Permissions
Only enable the permissions that users need for their specific role to maintain security best practices.
Review Permissions Regularly
Review Permissions Regularly
Periodically audit user permissions to ensure they align with current team roles and responsibilities.
Document Permission Changes
Document Permission Changes
Keep track of permission changes for compliance and troubleshooting purposes.
Need Help?
Contact Support
If you have any questions or need further assistance, reach out to us at [email protected]. We’re happy to help!