Go to your HubSpot Settings
Log in to your HubSpot account. Navigate to your Account Menu, then click on Settings.
Click on the Users link
Once in Settings, click on Users in the left-hand side menu.
Click the Add User button at the top-right side of the screen.
Enter in the information for the new user
Enter the email address, first name, last name, and user role of the new user.
Please note: if you enter in the email address of a user that previously existed as a HubSpot user, the first and last name will be populated automatically and will appear grayed out; click Next and continue creating your new user.
Choose the User Role
There are seven Marketing user roles to choose from:
- Administrators have access to all applications and settings within HubSpot. This is the role that you should assign to the users who will be setting up and maintaining core aspects of the product, such as user management, domain name, and Salesforce connector settings.
- Marketers have the same access as Administrators, but cannot add users or set other users’ permissions. This is the role that you should assign to your marketing managers who will be performing your core marketing tasks, but who don't need access to the more administrative settings in the product. This role is only available to HubSpot Professional and Enterprise customers.
- Sales Reps have access to the Prospects tool, subscribe to the daily prospects and lead revisit notifications, and read-only access to Contacts Home. They do not have access to the full Contacts tool. This role is only available to HubSpot Professional and Enterprise customers.
- Content Creators have access to the Blog, Calls-To-Action, Social Media, Keywords, and the Blog module on the Dashboard. This is the role that you should assign to your specialized content creators who need to be able to create and promote content, but who don’t need to access apps such as Landing Pages, Emails, or Workflows. This role is only available to HubSpot Professional and Enterprise customers.
- Business Analysts have access to the Marketing Performance module of the Dashboard and reporting tools, including Sources, Competitors, and Reports Settings (if on the Enterprise product level, also have access to Events). This is the role that you should assign to your business intelligence or marketing analytics team members who need access to your marketing data, but not to content creation or your contacts apps. This role is only available to HubSpot Professional and Enterprise customers.
- Blog Authors can only create and modify content in the Blog tool and access the Blog module on the Dashboard. With this role, the user is not able to publish content to Landing Pages or Website pages. You should use this role for internal or external blog content creators who do not need access to any other apps in the system. This role is only available to HubSpot Professional and Enterprise customers.
- Blog Publishers can draft, edit, and publish posts on the blog and access the Blog module on the Dashboard.This is the role that you should use for internal or external blog content creators who need to be able to create and publish content to your blog, but who do not need access to the rest of the apps in the system. This role is only available to HubSpot Professional and Enterprise customers.
The above user roles are for marketing access to HubSpot, but you can also make decisions on any account administration for your new user here, too. You can see the breakdown of user roles here.
Giving a user no access to all products will effectively delete the user. All users must have access to at least one product in some way to continue existing as a user.
If the user role selected includes access to content tools, you'll see drop-down menus next to each of the COS tools available to that user. For each tool, you can choose whether the user can:
- Write and publish content
- Write content only
- Read content only
Send Welcome Email
It's a good idea to check the Send Welcome Email box so that the new user is notified that they have been added to your HubSpot account. When you are done, click the Finish button to complete adding them to your account.
Your colleague will receive an email inviting them to set their password and log in. If he or she is already a HubSpot user on a different account, they won't need to reset their password, but they will now also have access to your account.
If your colleague has not received a welcome email within five minutes of being added to your account, please have them check their spam folder before reaching out to HubSpot Support.
You will also receive an email from HubSpot confirming that HubSpot has created an account for your colleague.