Quick tipHow toSmart CRM

Set default notification and user preferences for your team

Presets set defaults; users can change theirs.

Subscription
All tiers
Permissions
Super Admin or Presets permission
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: with presets, Super Admins and users with Presets permission set default preferences so users don't configure each one. Users can later override them individually.

1. In HubSpot

The relevant screen in my demo portal.

Users and Teams settings with Users, Seats, Teams, Permission sets and Presets tabs
The tabs that matter here (1).

2. Worth knowing

Presets help onboarding: new users start with the right notifications.

3. Related

Notification preferences.

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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