Quick tipHow toService Hub

Show the health score card on records

Set up health scores first, then add the card.

Subscription
Service Hub
Permissions
Account Access to add the card; Service seat to view
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: once health scores are set up in the customer success workspace, the Health Score card shows the score and health status on records. Adding or removing it needs Account Access permissions, and viewing it needs a Service seat.

1. In HubSpot

The relevant screen in my demo portal.

Record Customization tab for Companies with Create team view and a Default view row
Create team view (1) and the Default view (2).

2. Worth knowing

Users without a Service seat won't see the card even if it's on the layout.

3. Related

Record layouts.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

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