Servicing Team Roles & Permissions Matrix

This guide outlines the access levels and permissions for the Servicing Admin and Servicing Representative roles within our CRM.

Role Overviews

• Servicing Admin: Has broad, unrestricted access across most CRM objects and settings, with full view, create, edit, delete, and merge capabilities for team-wide management.

• Servicing Representative: Has scoped access tailored for individual contributors. Access is primarily restricted to records they own to maintain data security and focus.

How to Add Users & Assign Roles

For a visual walkthrough of user and team management, you can reference this tutorial video: How to Manage Users and Teams in HubSpot | Strategic HubSpot Tutorial

Step-by-Step Instructions:

1. Navigate to Settings: Click the gear icon in the top right corner of your portal [00:36].

2. Access Users & Teams: Under the Account Management section, click on "Users and Teams" [00:42].

3. Add the User: Click the "Create user" button. You can manually enter the team member's email address or upload multiple users in bulk using a CSV file [00:56].

4. Choose Seat Assignment: Select the appropriate seat (e.g., a Core seat for standard access) based on their role requirements [01:40].

5. Set Permissions: You can build out their access from scratch using the matrix below, or use a saved custom template to easily apply the exact Servicing Admin or Servicing Representative permissions [02:28].

6. Assign to a Team: Once the user accepts their invite, organize them into their respective team (e.g., Servicing Team) so that team-based permissions and notification rules route correctly [09:18].

1. CRM Objects

Note: Deal access for both roles is strictly limited to pipeline 2234700509 (Servicing).

2. CRM Tools

3. Marketing, Sales & Commerce

4. Service, Automation & Reporting