HubSpot
HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.
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How to manage a playbook access in HubSpot

Here is how to manage a playbook access in hubspot

  1. First click on the "Library" icon in the left sidebar navigation
  2. Then click on "Playbooks" option in the Library submenu
  3. Next hover over the playbook you want to manage and click on "Actions" dropdown menu
  4. Click on "Manage sharing" option in the Actions dropdown menu
  5. In the sharing settings modal, choose who can access the playbook (Private, Everyone or Specific users or teams)
  6. If you select "Select users and teams who can access", then choose the specific teams or users
  7. Finally click on "Save" button to apply the sharing settings

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Why should you manage a playbook access in HubSpot

HubSpot is an all-in-one platform designed to empower businesses with marketing, sales, and customer service tools.

Managing playbook access in HubSpot ensures that the right teams within your organization have necessary resources at their fingertips.

This feature enhances productivity by guiding team members in delivering consistent customer experiences.

By controlling access, you can streamline processes, maintain data security, and tailor insights to optimize team performance effectively.

Last update
February 6, 2026
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