Add user to HubSpot

How to add a user to your HubSpot portal

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Users & Teams.
  • In the upper right, click Create user.
  • Enter the email address(es) 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.
  • Set up the permissions for your new user(s). If you've added multiple users, the permissions will be set for all selected users.
    • If you've created roles, you can select a role for the user(s) you've added to grant them the role's permission set. Click the Role dropdown menu and select the role you want the new user to have.
    • If you've added a single user and want to give them Super Admin access, click the Actions dropdown menu and select Make Super Admin. If you've added multiple users, you can do this after adding them by clicking the name of a user, then clicking the Actions dropdown menu.
    • If you've added a single user and want to add the user to a team, click the No team assigned dropdown menu below the user's email address and select the team. If no teams have been created, or if multiple users are added, learn how to create teams and add existing users to them.
  • When you've finished setting up your user(s), click Next.
  • Click Send to send your user(s) a welcome email and give them access to your account.