Roles and permissions

By default, everyone in your team can change their own contacts, lists and flows, and only account admins can change a teammate's. Roles let you change that per action. For example, SDRs may update the status of any contact in the team, while only team leads may launch or pause flows.

How roles work

For every action, a role has one of three levels:

• None: not allowed, not even on the person's own records.
• Own: only records the person owns. This is the default for every action.
• Team: any record in the account, including teammates'.

Every account starts with two built-in roles:

• Admin: account admins. They can do everything, including managing the team, roles and billing. This role can't be changed.
• Member: everyone without another role. You can change its permissions, which changes them for all members at once. It can't be renamed or deleted.

You can add up to 20 roles in total. The actions are grouped as follows:

• Contacts: change status, edit, tag, move, enrich (uses credits), push to CRM, export, and add to flows.
• Lists and segments: create, rename, convert and delete.
• Flows: edit (steps, templates, settings), launch and pause, and handle tasks.
• Templates, Sourcing (LinkedIn and sourcing searches) and AI (personas).

Create a role

1. Click your profile icon, then Roles & permissions. You can also open it from Team management with the Roles & permissions button.

2. Click New role.

3. Enter a Name, for example SDR, and optionally a description. Under Start from, pick Member to begin with the defaults, or another role to copy its permissions. Click Create role.

4. For each action, choose None, Own or Team.

5. Click Save changes.

Give someone a role

1. Go to Company settings → Team management, select one person, open the actions menu and click Change role. Pick the role and click Change role again.

Examples

• SDR: Change contact status and Tag contacts on Team, so SDRs can work any lead in the team. Everything else on Own.
• Team lead: Launch and pause flows and Handle tasks on Team, so they can step in on a teammate's flow. Edit flows stays on Own.
• Research assistant: Add contacts to flows, Launch and pause flows, Enrich contacts and Export contacts on None. They can source, tag and organise contacts, but can't send anything or spend credits.

Change or delete a role

Select the role in the list, change its name or levels, and click Save changes. History shows who changed the role, when, and what. Delete role moves everyone with the role to Member.

Observers

An observer is a team member who uses hubsell like everyone else, with any role, but can't connect LinkedIn or a mailbox, so nothing is sent from their name. Observers don't take a paid seat and get the same notification emails as everyone else. Make someone an observer in Team management with Make it observer.