Permissions Required in HubSpot to Install Charik

To install the Charik application in HubSpot, the user must have the following permissions:

1. Access to the App Marketplace: This permission is required to install applications from the HubSpot Marketplace.
2. 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:

1. 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".
2. 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.
3. Save Changes:
   • After adjusting the permissions, click "Save" to apply the changes.