Last updated: June 13, 2024
Available with any of the following subscriptions, except where noted:
Marketing Hub
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,
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Sales Hub
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Enterprise
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Service Hub
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Content Hub
Professional
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Enterprise
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Users with Super Admin permission can create account default notifications for all users, as well as assign notification profiles by presets.
Manage account default notifications
Account default notifications apply to any users not included in a profile by permission set. Users can update their own notification preferences at any time, and those changes will override the default notifications.
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In your HubSpot account, click the settings icon in the top navigation bar.
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In the left sidebar menu, navigate to Account defaults.
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Navigate to the Notification Profiles tab.
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To create a new profile, click Create notification profile.
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To edit a notification profile, click the pencil icon.
- To duplicate a notification profile, click the duplicate icon.
- To delete a notification profile, click the delete icon.
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Click to toggle the channel switch to set where users will receive notifications. Users can receive notifications through Email, Bell notifications, Pop-up, Browser, Mobile and other relevant installed apps, for example, Slack.
Please note: a user with Account permissions or a Super Admin cannot turn on or off mobile notifications for a user due to required app permissions. They can select the mobile topics they want the user to have access to once the user installs the mobile app and allows notifications.
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Click on the notification groups to expand further to find the notification topic you want to edit. Select the notification checkbox to turn on a notification for the notification profile.
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To clear all notifications selections, click Clear all preferences.
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When you’re done, click Save.
All impacted users will be notified by email when you’ve made changes to the account default notifications.
Add notification profiles to a preset
Super Admins can use presets to set up default user preferences in their HubSpot account so that users don't have to set them up individually. To assign a notification profile to a preset:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Users & Teams.
- Click the Presets tab.
- Click the name of an existing preset or create a new preset.
- Navigate to the Notifications tab.
- In the Notification profile dropdown menu, select your notification profile.
- To add users to your preset, navigate to the Users & Teams tab at the top of the editor.
- Select users or teams in the dropdown menu.
- Click Save preset.
Manage notification profiles
Once created, Super Admins can edit, deactivate, clone, or delete existing notification profiles.
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In your HubSpot account, click the settings icon in the top navigation bar.
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In the left sidebar menu, navigate to Account defaults.
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Navigate to the Notification profiles tab.
- In the table, click an icon to edit, clone, or delete a notification profile.
Please note: if you deactivate a profile in a preset, edit, or delete a notification profile, the users previously included in the profile will return to receiving default account notifications. If the users have updated their own notification preferences, their own preferences will still override the default.
Edit or deactivate notification profiles
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In your HubSpot account, click the settings icon in the top navigation bar.
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In the left sidebar menu, navigate to Account defaults.
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Navigate to the Notification profiles tab.
- To edit a profile:
- In the table, hover over the notification profile, and click the pencil icon to edit.
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To change the channels where the permission set will receive notifications, toggle the switches on or off.
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To change the topics that the permission set will be notified about, select or clear the checkboxes.
- Once you’re done, click Update.
- In the pop-up box, click Update notification profile.
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- To deactivate a profile in a preset:
- Navigate to the Notifications tab in a preset.
- In the Notification profile dropdown menu, click Select notification profile.
- Click Save preset. In the right side panel, review the changes, and click Save.
Clone notification profiles
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In your HubSpot account, click the settings icon in the top navigation bar.
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In the left sidebar menu, navigate to Account defaults.
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Navigate to the Notification profiles tab.
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In the table, hover over the notification profile, and click the clone icon.
- Enter a name for the new notification profile.
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Make your changes, then click Update.
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In the pop-up box, click Update notification profile.
Delete notification profiles
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In your HubSpot account, click the settings icon in the top navigation bar.
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In the left sidebar menu, navigate to Account defaults.
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Navigate to the Notification profiles tab.
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In the table, hover over the notification profile, and click the delete icon.
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In the dialog box, click Delete profile.
