🔗 HubSpot KB Bridge: Manage user properties and preferences
💡 Core Capability
You can view, customize, and manage user properties and preferences for every user in your HubSpot account. Managing user properties and preferences is essential for setting up organizational structure and ensuring proper feature access. For example, you can assign a user to a team for organizational purposes, add a user’s skill for skill-based routing , and set their working hours to manage their availability. This helps ensure your users are making use of HubSpot in the best way for your business.
🛠️ Key Operations & Headings Outline
- Before you get started
- View and filter users
- Edit columns of the users table
- Review the user table for user-specific data
- Bulk edit user properties
- Review a specific user record
- View an overview of user-specific data
- Assign presets and teams
- Add user skills
- Set user preferences
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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