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Account Settings

Manage brands with business units

Last updated: August 11, 2022

Applies to:

Business Units Add-On

Use business units to manage multiple brands in one HubSpot account. You can customize the branding for each business unit to streamline content creation. 

You can also keep assets such as forms, pages, and more organized by associating them with a business unit

Please note: you may need to manually opt-in to access certain tools related to business units, such as marketing emails and subscription types. If a contact enables an opt-out of all subscription types in their portal despite being opted-in to an individual subscription type in a business unit, they will not appear in lists created for that individual subscription type. If you don't have access to a specific feature outlined below but would like to, reach out to your Customer Success Manager.

Before you get started

Before getting started, please note the following: 

  • Only Super admins can create and edit business units.
  • Each Business units add-on allows for one business unit. You can add up to 50 business units by purchasing multiple instances of the Business units add-on. 
  • With each Business units add-on, your HubSpot account will have access to one additional brand domain. It is optional to associate this domain to your new business unit. If you want to associate the brand domain, ensure that the brand domain is connected before setting up your business unit. 
  • When you create a business unit, the Business units contact property will automatically be created in your account. You can filter your contacts by business unit and automatically set this property when a contact submits a form associated with a specific business unit.

Create business units

To create a new business unit:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Business Units.
  • In the top right, click Create new Business Unit
  • Enter a name for your business unit.
  • Click Create.

Rename or delete existing business units

Manage your existing business units from the business units settings page:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Business Units.
  • To rename a business unit:
    • Click the Current view dropdown menu and select the business unit you want to rename.
    • In the upper right, click the ActionsRename.
    • In the dialog box, enter a new name for your business unit.
    • Click Update. The business unit's new name will display in your HubSpot account. 
  • To delete a business unit, reach out to HubSpot Support by clicking the Help button in the bottom right of your account. Deleting a business unit will not delete any associated records. 

Please note:

  • The default account business unit will be associated with the account name. Updating the account name in the account default settings will also update the name of the default account business unit. 
  • It is not possible to turn off business units. If you want to remove the business units feature, reach out to your Customer Success Manager to cancel the Business units add-on.


Customize branding for business units

You can set custom logos, favicons, and colors for each business unit by creating brand kits. When you create pages, emails, and forms associated with a business unit, the brand colors will be displayed in the color picker favorites. Only users with Account Access and Edit account defaults permissions can create brand kits. 

To create and manage brand kits, navigate to your business units settings:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Business Units.
  • To create a brand kit:
    • In the Account Defaults section, click Manage brand kits. You’ll then be directed to the Branding tab of the Account Defaults settings page.
    • In the top left, click the Current view dropdown menu and select the business unit you want to create a brand kit for.
    • In the top right, click Create a new brand kit.
    • In the dialog box, enter a brand name for the brand kit.
    • Click Save..
  • After the brand kit is created, you can further edit the logo, favicon, and colors associated with the brand kit: 
    • On the Branding tab of the Account Defaults settings page, click the brand kit name.

 

    • To add a brand logo:
      • Under Logos, click Add.
      • Click Upload to upload a new image from your computer, or to select an existing image from your file manager in HubSpot. HubSpot will resize uploaded images before applying them to your sales tools.
      • Enter a Logo name.
      • If you'd like to further customize your logo, you can add alt text, a URL, and configure the width and height of the logo. 
      • Click Save.
    • To add a brand favicon:
      • Under Favicons, click Add.
      • Click Upload to upload a new image from your computer, or Browse images to select an existing image from your file manager in HubSpot
      • Enter a Favicon name
      • Click Save.
    • To set brand colors:
      • Click the Colors tab.
      • Set your primary color by entering a hexadecimal value, or clicking the color picker. The primary color will be used across scheduling pages, new quotes, and new conversation channels.
      • To add more colors, click + Add.
      • Click Save.
  • To delete a brand kit, click the Actions > Delete.

Install the HubSpot tracking code for a business unit

Each business unit is associated with its own unique tracking code. Unique tracking codes allow you to display different cookie policy banners on different pages. However, this will not have any effect on reporting.  

To install the tracking code:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Navigate to Tracking & Analytics > Tracking code in the left sidebar menu.  
  • Click the Current view dropdown menu and select the business unit you want to install the tracking code for.
  • Continue installing the tracking code.

 

Report on business units

Track your brand's performance and keep your teams aligned using dashboards with custom business unit reports. You can also associate existing dashboards and reports with a business unit. Learn more about managing dashboards

Create and manage business unit dashboards

  • ​​In your HubSpot account, navigate to Reports > Dashboards.
  • In the upper right, click Create dashboard. You'll be brought to the dashboard library.
  • Select the Business Unit Overview template.
  • In the right panel, review the reports included in the dashboard. Clear the checkboxes next to the reports you don't want to include.
  • Click Next.
  • Continue creating your dashboard.

  • To edit the business unit a dashboard is associated with:
    • In the top right, click the Actions > Dashboard details.
    • In the right panel, click the Business unit dropdown menu and select a business unit.
    • Click Save.

  • To filter a report by a specific business unit, customize the report filters using the Business units property in the custom report builder or click the Business unit dropdown menu and select a business unit

Create and manage business unit reports

In addition to using the reports from the Business Unit Overview template, you can also create custom reports using the Business units property. Learn more about managing reports.

  • To create a custom contact report to analyze business units, use the Business units property in the custom report builder.
  • To associate an existing report with a business unit:
    • From the reports dashboard, select the checkbox next to the report and click Set business unit.
    • In the dialog box, click the Business unit dropdown menu and select a business unit.
    • Click Set business unit.

 

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