If you have Add and edit users permissions in your HubSpot account, you can create new users and customize their permissions.
Learn how to remove users from the account.
Add Users
-
In your HubSpot account, click the settings settings icon in the main navigation bar.
-
In the left sidebar menu, navigate to Users & Teams.
-
In the upper right, click Create user.
-
You can add your users in a few different ways:
-
-
-
Enter the email addresses into the Add email address(es) field. If you are adding multiple users at the same time, separate email addresses with a space. Then click Next.
-
Import users from a CSV file. In Excel, add an Email column with the email addresses of your users, and save the file in a CSV format. Click A CSV file, then drag and drop your .csv file, or click choose file to browse files on your computer. Then click Next.
- Please note: only 100 users can be added in a single CSV import. If you are importing more than 100 users, you will need to do multiple imports.
-
-
- If you have the Salesforce integration turned on, you can import users from Salesforce. Click Salesforce records. By default, all of your Salesforce users will be selected for import. Clear the checkboxes next to any users you do not want to import, then click Next.
Setup User Permissions
You can set up the permissions for your new users in a few different ways. If you've added multiple users, the permissions will be set for all selected users.
-
In the How do you want to assign permissions to this user? section, select a permission option.
-
Start with a default permission set: templated permissions based on the user’s job. For example, Super Admin is a default permission set.
-
Click Next.
-
Click the Select template dropdown menu and select a template.
-
-
Use a saved permission set: if you've created permission sets, you can select a permission set for the users you've added to grant them permissions all at once.
-
Click Next.
-
Click the Permission Sets dropdown menu and select a permission set.
-
Start from scratch: review the full breakdown of HubSpot's permissions and customize the access for your new users.
-
Click Next.
-
Review the full breakdown of HubSpot's permissions settings and navigate through each of the tabs to customize the access for your new users. Then, click Next.
-
By default, HubSpot sends an invite email to new users with a link to set their password. If the user has already set up a HubSpot password for another account, you can skip sending the welcome email by selecting the Don't send an email invite when this user is added to HubSpot checkbox.
-
Please note: this checkbox is only available in accounts with at least one of the following subscriptions: Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, CMS Hub Enterprise, or Operations Hub Enterprise.
-
Review the permissions, then click Send or Add to give the users access to your account.
-
-
If you made changes to the existing permission set or started from scratch, you can save these permissions to assign new and existing users the same access.
-
Select the Save as a custom permission set checkbox.
-
In the text field, enter a permission set name.
-
Click Save.
-
-
If you want to add the user to a primary team, click the Primary team dropdown menu and select a team.
-
To add the user to additional teams, click the Additional teams dropdown menu and select the checkboxes next to the other teams.
-
Click Apply.
-
Click Done.
-
-
-
The new user will then be sent the welcome email where they can set their password and log in. If the new user doesn't receive a welcome email within five minutes, ask them to check their Junk/SPAM folder. If the email doesn't appear there, the user should follow the steps to ensure HubSpot emails are delivered. You can then give them account access by sending a reset password email. The new user can also do this directly from the login screen.
-
Once a user has been added to an account, they’re eligible to receive notifications, such as lead assignment notifications. The user can manage their notifications by logging in. After the user logs in, they can also set up their profile.