How should I use the Accounts Dashboard?

Last updated: June 28, 2016

Available For:

Product: HubSpot Marketing & Sales
Subscription: Basic, Professional, & Enterprise

If you have access to multiple HubSpot portals under a single email address, you will be able to access the Accounts Dashboard. Here, you can see all of your accounts listed with some recent stats about each and a way to easily access each of them.

The Accounts Dashboard may be accessed by clicking on your profile icon in the top-right corner while logged in to your HubSpot portal.

Once in your Accounts Dashboard, you may:

  • Access an account by clicking on the desired row
  • Re-order the list of accounts by dragging and dropping the left edge of the row to a position above or below
  • Easily access a specific tool in any account by clicking Go to: in that row > select the desired tool
  • Some recent statistics are also provided for Visits, Leads, and Customers. You may select a specific time frame for your statistics to be shown in above the rows

You will also see a letter next to each account: A, P, T, or C:

  • These stand for: Account, Partner, Trial, and Community.
  • Account simply means it is a paying subscription of the HubSpot software
  • Partner means the paying subscription is that of a partner
  • Trial means that it is a non-paying subscription; it is a free trial of the HubSpot software
  • Community is a non-paying customer that has access to the Marketing Grader Reports and Competitor information.

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