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Question

Hubspot Integration: View only?

  • 28 May 2024
  • 2 replies
  • 35 views

Hello Community,

I am wondering if anyone has insights around what type of permission, if any are required if we want all HubSpot users to be able to see the “DocuSign Integration” module that reflects Document Status?

 

Is this possible or are those users with a license the only ones that have view access?

Hello @cclaker ,

 

Welcome to the Docusign Community and thank you for posting your concerns!

 

I understand you would like to know if there is a permission that allows HubSpot users to see the Docusign integration that reflects the document status.

 

Based on what you’ve shared here, it seems that the permission you are looking for is with HubSpot as Docusign does not own nor wrote that integration. HubSpot support will be in the best position to provide you with an accurate answer. 

 

We apologize for the inconvenience this may cause you, if we can help with anything else, please let us know.

 

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


Hello @cclaker ,


If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


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