Set up multi-account management

Multi-account management is a feature for customers with multiple HubSpot accounts. Multi-account management allows multiple businesses to work separately, while being able to share assets and data across accounts. Learn more about multi-account management from our HubSpot Academy. 

• Organization configuration: set up your organization and define the connections between accounts that decide how each HubSpot account will use, or not use multi-account management features.
• Data mirroring: use data mirroring to mirror data between different HubSpot accounts. For example, a sales representative in one account is interacting with a contact who bought something from another business entity. That business entity has a separate, unique HubSpot account. With data mirroring turned on, the user will be able to see that information in their account, even if they’re not a user in the other business entity's HubSpot account.
• Asset copying: copy automated marketing emails, lists, and forms from one account to another, to avoid manually creating assets from scratch in a new account.
  
• Workflows: multi-account workflows allow you to use actions that create a new contact or an existing contact in a different HubSpot account within your organization. You can trigger workflows based on key events (i.e., Closed Won deals) to update or create a corresponding contact in another account. You can also label them as a cross-sell opportunity, allowing coordinated marketing and sales follow-up across accounts. 

Before you get started

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it. 

Understand requirements

• To access multi-account management, you must have a HubSpot account in your organization that has Marketing Hub Enterprise. Some functions within multi-account management require subscriptions to other hubs. 
• The Marketing Hub Enterprise account can connect up to four additional accounts that must have at least a Professional or Enterprise subscription (for any product).
• To create a multi-account management organization, you must be a Super Admin in both the Marketing Hub Enterprise account, and the additional accounts you plan to add to the organization. 
• Two-factor authentication must be set up.

Understand limitations & considerations

Understand limitations, and things to consider when using multi-account management. Feature specific limitations are covered in more detail in the relevant sections of the article.

• Each HubSpot account being added to the multi-account management organization must have its data hosted in the same location.
• Multi-account management can't be set up in sandbox accounts.

Set up multi-account management

Set up and configure your multi-account management organization

The first step to set up multi-account management, is to configure your organization in HubSpot. To set up your organization:

1. Log in to your Marketing Hub Enterprise account.
2. In your HubSpot account, click the settings settings icon in the top navigation bar.
3. In the left sidebar menu, under Organization Management, click Multi-Account.
4. Click Create Organization
5. Ensure that you have read and understand how enabling this feature will impact each of your linked accounts, including any notice obligations you may have to your customers.
6. In the Select eligible accounts page, Click to toggle the accounts you'd like to add to your multi-account management organization, then click Next in the bottom right. To see non-eligible accounts, click the Eligible dropdown menu and click Ineligible.
   
   
7. On the Configure connections page, you can turn on the features you want to use:

• • Select an account from the left panel.
  • Toggle the connections switches on or off. 

• • Connections are two-way by default (features work both ways between accounts). To change the connection to one-way (features work from one account to another), click the Two-way dropdown menu. 
  • Click Next.  
  • Review the configuration, then click Finish Configuration.
  • In the dialog box, review the beta feature information, then click Create Organization.
  • You'll be prompted to verify your account using passkeys or two-factor authentication.
  • Once verified, the configuration is complete.

Manage your multi-account organization

After setting up and configuring your multi-account-organization, you can edit and update the organization when needed.

Before you begin working with this feature, make sure to fully understand what steps should be taken ahead of time, as well as the limitations of the feature and potential consequences of using it. 

Understand requirements

• You must be a Super Admin in every account in your organization to manage your organization.
• Only Super Admins and Partner Admins will be able to view the organization management page.
• If no account in the organization has Marketing Hub Enterprise after the organization has been created, then the organization will be deleted.
• Accounts in the organization must have at least a Professional subscription for any product, to use multi-account management. If an account in the organization is downgraded from a Professional subscription, then it'll be removed from the organization.

Understand limitations & considerations

• You must use an account that has Marketing Hub Enterprise to:
  • Add or remove accounts from your multi-account organization.
  • Delete your multi-account organization.
• You can manage the account connections for your organization from any account in your multi-account organization.

• If an account has its data hosting location changed to a different location to the other accounts in the organization, then the account will be removed from the organization.

• If an account is deactivated, then it'll be removed from the organization.

Add or remove accounts from the multi-account organization

To manage your multi-account organization:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, under Organization Management, click Multi-Account.
3. To add or remove accounts from the organization click Manage Organization, then select Edit Orgnaization.
   
   • Click to toggle the accounts you'd like to add or remove from your multi-account management organization, then click Next in the bottom right and continue configuring your connections.

• • If adding or removing new accounts, you'll be prompted to verify your account using passkeys or two-factor authentication.
  • Once verified, the changes will be saved.

Add or edit account connections

To add account connections:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, under Organization Management, click Multi-Account.
3. Click Edit Connections.
4. On the Configure connections page you can turn on/off features:

• • Select an account from the left panel.
  • Toggle the connections switches on or off.

• • Connections are two-way by default (features work both ways between accounts). To change the connection to one-way (features work from one account to another), click One-way connection.
  • Click Next.
  • Review the configuration, then click Finish Configuration.
  • You'll be prompted to verify your account using passkeys or two-factor authentication.
  • Once verified, the changes will be saved.

Delete your multi-account management organization

To delete your multi-account management organization:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, under Organization Management, click Multi-Account.
3. Click Manage Organization, then select Delete Organization.
4. In the dialog box, click Delete Organization to confirm.
5. You'll be prompted to verify your account using passkeys or two-factor authentication.
6. Once verified, the changes will be saved..