An overview of team management

Last updated: November 2, 2016

Available For:

Product: HubSpot Sales
Subscription: Professional
HubSpot Sales teams can be created and managed by the team's admin. Admins have the ability to add/remove team members, as well as update billing information within the app.  We'll cover the basics in this overview, but a more detailed walkthrough can be found here.

Create a team

If you are responsible for creating your organization's HubSpot Sales account, you can do so by:

  • Within your HubSpot Sales account, click on the Account Menu in the upper right-hand corner of your account > Settings.
  • Click Manage HubSpot Sales Team in the left-side navigation.
  • Next, you will be asked to add users to the team and enter billing information.

Here is a detailed walkthrough of creating a team account.

If you are not the admin, then you will receive an invite email once you have been added to the team.

Manage your team

Once a team account is created, the team admin can add or remove users at anytime. Billing is prorated, so you will only be charged for actual time used.

To manage your team:

  • Within your HubSpot Sales account, click on the Account Menu in the upper right-hand corner of your account > Settings.
  • Click Manage HubSpot Sales Team in the left-side navigation.

From here you can add new team members as well as downgrade/upgrade users from Sales Free to Sales Pro. Check out the complete guide here.

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