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How to add users to your HubSpot account

Last updated: July 7, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A

As a HubSpot customer, you have a number of user logins at your disposal. Most people use one for themselves and set up additional user logins for colleagues as needed with no additional cost.

Follow the instructions below to learn how to add a user to your HubSpot account.

Go to your HubSpot Settings

Log in to your HubSpot account. Navigate to your Account Menu, then click on Settings.

HubSpot Help article screenshot

Click on the Users & Teams link

Once in Settings, click on Users & Teams in the left-hand side menu.

Create user

Click the Create user button at the top-right side of the screen.

Enter in the information for the new user

Enter the email address, first name, last name, and user role of the new user.

Please note: if you enter in the email address of a user that previously existed as a HubSpot user, the first and last name will be populated automatically and will appear grayed out; click Next and continue creating your new user. 

Set user permissions

By default, all users will have access to contacts. On the Contacts tab, you can set more granular permissions and restrictions: 

  • View: use the dropdown menu to the right to select which set of contacts the user is able to view based on ownership. Your options are EverythingTeam and unassignedTeam onlyOwned and Unassigned, and Owned only
  • Edit: use the dropdown menu to the right to select which set of contacts the user is able to view based on ownership. Your options are EverythingTeam and unassignedTeam onlyOwned and Unassigned, and Owned only
  • Bulk delete: choose whether or not you'd like the user to be able to delete multiple contacts in bulk. 
  • Importchoose whether or not you'd like the user to be able to import contacts into your contacts database. 
  • Export: choose whether or not you'd like the user to be able to export contacts from your contacts database. 
  • Edit property settings: choose whether or not you'd like the user to be able to create or edit properties within your account. 

In the Marketing tab, admins can allow access to marketing tools. Once you've toggled on the Marketing Access switch, you can set specific permissions for each marketing tool. 

  • Ads (Ads add-on only): use the checkboxes to give the user Publish or Read access to the ads tool.
  • Blog: use the checkboxes to give the user PublishWrite, or Read access to the blog tool. Please note that with Write access, users can create content within the blog, but will be unable to publish new posts or update live posts. 
  • Email: use the checkboxes to give the user PublishWrite, or Read access to the email tool. Please note that with Write access, users can create emails, but will be unable to send one-off marketing emails or save emails for automation to use in workflows (Professional and Enterprise only). 
  • Landing pages: use the checkboxes to give the user PublishWrite, or Read access to the blog tool. Please note that with Write access, users can create landing pages, but will be unable to publish new pages or update live pages.
  • Website pages: use the checkboxes to give the user PublishWrite, or Read access to the blog tool. Please note that with Write access, users can create website pages, but will be unable to publish new pages or update live pages.
  • Social publishing: use the dropdown menu to the right to choose which social accounts, if any, to which the user can publish social messages. Your options here are All accountsTheir accounts only, or None
  • Listschoose whether or not you'd like to give the user access to the lists tool.  
  • Forms: choose whether or not you'd like to give the user access to the forms tool.  
  • Workflows (Professional and Enterprise only): choose whether or not you'd like to give the user access to the workflows tool.  
  • Reporting (Reporting add-on only): choose whether or not you'd like to give the user access to the Reporting add-on.
  • Edit code templates & modules: choose whether or not you'd like to allow the user to make changes to your coded templates and modules, which appear in the Coded Files folder of the Design Manager. 
  • Content Staging: choose whether or not you'd like to give the user access to the content staging tool
  • Edit content settings: choose whether or not you'd like to give the user the ability to make changes to settings in Content Content Settings

 

You can also make decisions on sales and admin access for your new user here. To see a full breakdown of available user permissions, check out this article.

Giving a user no access to all products will effectively delete the user. 

Send welcome email

It's a good idea to check the Send Welcome Email box so that the new user is notified that they have been added to your HubSpot account. When you are done, click the Finish button to complete adding them to your account.

Your colleague will receive an email inviting them to set their password and log in. If he or she is already a HubSpot user on a different account, they won't need to reset their password, but they will now also have access to your account.

If your colleague has not received a welcome email within five minutes of being added to your account, please ask them to check their spam folder before reaching out to HubSpot Support.

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