To install the Charik application in HubSpot, the user must have the following permissions:
- Access to the App Marketplace: This permission is required to install applications from the HubSpot Marketplace.
- Specific permissions for required features: Depending on the features Charik integrates, additional permissions may be necessary, such as access to contacts, deals, or other CRM objects.
Checking and Modifying User Permissions:
- Access User Settings:
- Log in to your HubSpot account.
- Click on the settings icon in the main navigation bar.
- In the left-hand menu, select "Users & Teams".
- Modify a User's Permissions:
- In the user list, click on the name of the relevant user.
- Go to the "Access" tab.
- Click on "Edit Permissions".
- In the "CRM Tools" section, ensure that the "Access to App Marketplace" option is enabled.
- Also, verify that the user has the necessary permissions for relevant CRM objects (e.g., contacts, companies, deals) based on Charik's requirements.
- Save Changes:
- After adjusting the permissions, click "Save" to apply the changes.