You can restrict access to the Stax Bill application within HubSpot. By doing this, you must create and connect users in HubSpot within Stax Bill.
- On the HubSpot Integration page, click the Users Tab.
- When the Restrict access is on, click Connect HubSpot User.
- On the Connect User page, enter the HubSpot user email or ID number.
- You can then select an existing user in Stax Bill or create a new user. You can use the search to find existing users.
- Select the appropriate access.
- Click Connect.
You can modify existing users by clicking Edit or Disconnect next to the user. You can modify their access/ role.
If this is the first time creating a user, a new role within Stax Bill is created specifically for the HubSpot integration.