Sales & Marketing Hub · Feature guide

Find the Marketing Hub and set staff permissions

Open the correct Hub workspace and understand which permissions control records, resource editing, review, publication and delivery.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Marketing → Hub overview; Hub navigation → Data & connections

Permission

View all Hub resources or View own Hub resources; administrator for role changes

Before you begin

Choose the company workspace you intend to use. The installed module is labelled Pixie Sales & Marketing Hub. Its availability also depends on module activation and, in SaaS workspaces, the assigned module entitlement.

Follow these steps

Open Marketing, then Hub overview. Use the Hub rail to switch between CRM, Marketing, Sales, Service, Automation, Intelligence and Reporting.
If the entry is absent, ask the workspace administrator to check the installed module, workspace entitlement and your Hub viewing permission.
In the staff or role permission editor, grant only the required Hub capabilities. Management permissions control the relevant resource family; they do not replace native customer, lead, task or mailbox access.
Give review and publication responsibilities to suitable staff. Test a draft with its author and a different reviewer before opening any outbound channel.
Use Connected workspace to inspect available native tools and the separate outbound-email setting.

Fields and options

Viewing: View own limits Hub resources and operational rows to your ownership or initiating identity. View all widens Hub visibility within this workspace, while native CRM records retain their own access checks.
Management: Manage CRM, marketing, sales, content, service and automation cover their respective resource types. Edit resources owned by other staff requires Manage all.
Separate controls: Independently approve, Publish, Queue marketing delivery, Manage marketing permission and view submissions, Manage delivery settings, and Export each control a different action.

Rules and limits

Create or edit permission alone does not grant Hub viewing access.
Even an administrator cannot approve the revision they last edited.
Hub permissions do not activate missing dependent modules or grant native record access.

Check the result

Open the Hub with each intended role and confirm both the visible pages and allowed actions.
Check an inaccessible native customer remains inaccessible from Hub search.

If something does not look right

A storage-not-ready message needs an authorised module installation or reconciliation; repeatedly refreshing a form will not install a missing dependency.
If an action is missing, check its specific capability and ownership rather than giving every staff member administrator access.

Common questions

Why can I see the Hub but not a customer?

The Hub checks the existing customer or lead permissions again. Hub visibility does not create access to the underlying record.

Does enabling the module start email delivery?

No. Outbound email has a separate setting, and each delivery still needs published approved content, eligible recipients and explicit submission.