Quick tipGotchaService Hub

Set up the customer success workspace

Up to five dashboards, visible to all workspace users.

Subscription
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Permissions
Super Admin or Manage Customer Success Settings, plus Service seat
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: managing settings needs Super Admin or Manage Customer Success Settings plus an assigned Service seat. Add up to five dashboards; they're visible to everyone with workspace access, regardless of each dashboard's own access settings.

1. In HubSpot

The relevant screen in my demo portal.

Sales workspace Summary tab with Tasks card and tabs for Companies, Leads, Deals, Tasks, Schedule and Dashboard
The workspace tabs (1) and the switch-back notice (2).

2. Worth knowing

Check what each dashboard shows before adding it.

3. Related

Health scores and the sales workspace.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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