Help center · Team, permissions and measuring

How do I choose how my team sees HubCoach’s help?

Understand what an option changes before switching it on or off. Each option shows an example before you change anything.

  • For administrators
  • 2 min read
  • Updated October 4, 2026
One person supports another while they work on a laptop.
Team, permissions and measuringAt a glance
Where
Web app · Experience in HubSpot
For
For administrators
Steps
4 steps
Time
2 min

What are the steps?

  1. Open Experience in HubSpot and select the team or portal configuration you want to review.
  2. Expand a group and explore its options. Hover or focus a row to see its example; click to keep that example selected.
  3. Compare the on and off examples. On a smaller screen, use See the effect to open the simulation.
  4. Change the requested setting only when you want to apply it. Review the changes and save the configuration.

What does it look like in practice?

  • Example

    Compare the compact view with the comfortable view to choose the amount of spacing your team prefers.

What should you keep in mind?

Keep learning

What else might help?

More help articlesFrom Revenue Hub Latam
Need help?

Need help with HubCoach?

If you already use HubCoach, report what is not working in Friction reports, inside the app, so whoever maintains your rules and content can review it. If you do not use it yet, apply to the waitlist.

You can also write to us at contacto@revenuehublatam.com.

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