A nonprofit example
A nonprofit needs a custom object for grant applications. It wants to track the grant name, funder, deadlines, requested and awarded amounts, reporting dates, status, and associated contacts and organizations.
The development team initially assumes that every employee needs an Enterprise-level seat. Before purchasing, the nonprofit reviews its current Hubs, seat types, user roles, and permissions with HubSpot and its implementation partner.
The review may show that:
- One eligible Enterprise subscription provides custom-object functionality at the account level
- Only certain administrators need permission to create or configure the object
- Other staff can work with records using their assigned seat type and permissions
- Some employees only need View-Only access
Maya Santos: Primary Household Member and Primary Donor
Maya Santos: Primary Household Member and Primary Donor
Maya Santos: Primary Household Member and Primary Donor
Maya Santos: Primary Household Member and Primary Donor
The final setup depends on HubSpot's current packaging and the nonprofit's contract, so the organization confirms the details before moving forward.