8x8 Work for Hubspot Integration: Minimum Required User Access Rights for Authenticating the 8x8 Integration

Updated: 03/25/2024

Objective

Hubspot requires that users have a minimum access level to their service in order to validate external applications, allowing them to access and store data in Hubspot.
This guide will show you the specific levels of Hubspot service access required per user to authenticate the 8x8 Work integration.
Note: Once a user has authenticated the 8x8 integration for use in Hubspot, any undesired access rights for that user can be revoked.
The user's initial authentication process only needs to be performed once. The integration will remain authenticated regardless of future user access rights in Hubspot.

Applies To

  • Hubspot
  • 8x8 Work for Hubspot Integration
  • 8x8 Contact Center for Hubspot Integration

Setting Minimum Access Requirements for Users

The changes in this section must be performed by a Hubspot Administrator.
To change the security properties of users:
  1. Log into Hubspot as a Super Admin.
  2. Click on the Settings gear icon
    clipboard_eb8e6fca304db9c0a9753711da7fa6f2f.png
     at the top-right of the screen.
  3. In the navigation area at the left, go to Settings > Account Setup and click Users & Teams.
  4. Select the individual Users or Teams that you'll be changing, and click Edit Permissions.
  5. Edit the various permissions of your Users or Teams to allow them permission to install the 8x8 integration.
    • Example screenshots are shown below as permissions guides.
  6. Be sure to Save your changes.
  7. Have your user(s) test the 8x8 integration installation to verify that it works.
clipboard_e60abc86837b4fb278fe9eb88341ea3c0.png

Minimum Permission Settings

Note: If the suggested settings fail to provide the user with the ability to authorize the 8x8 integration, you may need to temporarily provide the user Super Admin access so they can do this.
The screenshots below may be used as guides. Note that the ability to Edit objects is critical, because the 8x8 integration performs object edits as part of it's functionality.
This is a complete listing of minimum object permissions which should allow users to install the integration:
clipboard_e680917b6077daa8ea57684d03919dba1.png
This is a distilled access review of the above permissions:
clipboard_e990878a008283f0f7553eee18298869c.png
This message will be displayed to a user when the installation fails for them:
clipboard_e3fd2e0d1966e7c46c27a96b916fcc8e4.png
And finally, this message will be displayed if the assigned permissions are adequate. The user should then click the agreement checkbox, and then click Connect app to complete their installation.
Note the various access permission levels that are listed. Access to object deletion is not really required:
clipboard_ed1f1aed601abc9010ed15140997dcd6a.png

Additional Information