Account

How do I change the email address of a user?

Last updated: February 22, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: Free, Professional

Users are unique by email address, so it is not currently possible to edit an existing user's email address. A new user must be added to your account to change an email address. You will also want to transfer any records they owned to the "new" user. Read how to make these changes below.

Adding a new user

  • Navigate to your Account Menu (to the left of your Hub ID in the top right corner) > Settings.
  • Select Users > Add User.
User-added image
  • Enter the email address for your new user, along with the first and last name, then click Next
  • Set the user role and permissions for your new user. For more information about the available user roles and permissions, check out our User Roles Guide here.
  • Click Next
  • Check Send Welcome Email > Finish.
User-added image

Transferring records to the new user

  • Now that you have a new user, you'll want to transfer ownership of any records to the new user. You can do this in one of the following ways:
    • If you have a Professional or Enterprise Marketing account, you can use the workflows tool to transfer ownership of your contacts. 
      • In your Marketing account, navigate to ContactsWorkflows
      • Create a new standard workflow and set the starting conditions to Contact Property HubSpot Owneris any of... and select the current user from the dropdown. 
      • Check the Enroll contacts who already meet this criteria box and click Save.  

      • Add an action to your workflow. Select Set contact property value HubSpot Owner and select the newly created owner in the Enter a new property value dropdown. Click Save

      • Toggle your workflow to ON to enroll your contacts and change their HubSpot Owner. 
      • If you are also a CRM user, you may need to re-assign companies and deals as well. Follow the steps below to do so. 
    • If you are a CRM user, you can bulk re-assign your contacts, companies, deals, and tasks:
      • To re-assign your contacts, companies, and deals, navigate in your CRM account to ContactsCompanies, or Deals
      • Click + Add filter.
      • Search for HubSpot Owner in the left sidebar search bar and click on it to set the criteria. 
      • Set the criteria to is any of and choose the current owner from the dropdown. Click Apply filter.  

      • Use the checkboxes in the left column to select contacts individually or select the checkbox in the header row to select all records on the page > then click the Select all x contacts/companies/deals link in the blue alert box to select all records in the view.

      • Click Edit to bulk assign the records.
      • In the pop-up modal, select the property HubSpot Owner and then select the new owner from the dropdown. Click Update

      • Repeat this process for each record type (contacts, companies, and deals). For deals, be sure to be in the Table view to make these changes.
      • To re-assign tasks in the CRM, navigate in the CRM to Tasks. Select the Table view in the upper left.
      • To re-assign your user's open tasks, select Open tasks in the left column. Use the filters at the top of the screen to filter by the old user. You can also filter by type and time range.

      • Use the checkboxes to select the tasks > click Edit

      • In the pop-up modal, select Assigned to as the property to update and use the dropdown to select the new user. Click Update to update who the selected tasks are assigned to. 

    • If you have a Basic or Marketing subscription and do not have access to the CRM, you can enable the CRM or create a list of contacts who are assigned to the current user and manually update the HubSpot Owner property or export the list and re-import with the HubSpot Owner column values in your import set to the new user. 
  • For Sales Professional accounts only:  you'll also need to reassign any existing Sales Pro users.
    • Navigate to Account Menu Settings Manage HubSpot Sales Team
    • In the table of users, switch the old Sales Pro user to HubSpot Sales and set the new user to HubSpot Sales Pro by clicking the radio button in the appropriate column.

  • Once you've transferred ownership of your records to the new user and given Sales Professional access to new users, you can remove the old user/email address by returning to Account Menu > Settings Users
  • Hover over the user and click on the trash icon that appears to the right/ 
  • Click Remove. Please note that removing a user will not delete any content they have created in your account. Learn more here