How to add users to your HubSpot account

Last updated: May 14, 2018

Available For:

Marketing: Basic, Pro, Enterprise
Sales: Free, Starter, Professional
Service: N/A

As a HubSpot customer, you can have multiple users in your account. Most people use one for themselves and set up additional user logins for colleagues or team members as needed with no additional cost. Follow the instructions below to learn how to add a user to your HubSpot account.

Navigate to your account settings

In your HubSpot account, click the settings icon settings in the main navigation bar.

Create a new user

Click Users & Teams in the left sidebar menu, then click Create user at the upper right.

Enter the user's basic information

In the modal that slides in on the right, enter the new user's email address. If you have the HubSpot-Salesforce integration enabled, you can also choose to import an existing Salesforce user by clicking Or import from SalesforceThen click Next.

add-one-new-user

You can also add users in bulk. To do so, type in an email address, followed by either a space, comma, or semicolon, and the user email address will be added to a queue of email addresses to be added to your account. Then click Next.

bulk-add-users

Set the user's permissions

By default, all users will have access to contacts. In 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
  • Communicate: use the dropdown menu to the right to select which set of contacts the user is able to communicate with based on ownership. This enables a user to email, call, schedule a meeting, or live chat with a contact. 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.
  • Workflows (Marketing Hub Professional and Enterprise only): choose whether or not you'd like to give the user access to the workflows tool
  • Edit property settings: choose whether or not you'd like the user to be able to create or edit properties within your account. 

communicate settings

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.  
  • 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

In the Sales tab, admins can toggle the Sales Access switch ON to give the user access to sales tools including templates, documents, calling, messages (Sales Hub Starter and Professional only), and sequences (Sales Hub Starter and Professional only). 

To upgrade this user to Sales Hub Starter or Professional, click Learn more about Sales Professional, or add them to your existing Sales Hub Starter or Professional team. 

sales-access-switch

You can also make decisions on 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 the user a welcome email

Click Add a personalized welcome message to edit the default welcome message. You also have the option of assigning the new user to a team using the dropdown menu beside their avatar. When you're done, click Send.

After the new user has been created, they will receive an email inviting them to set their password and log in. If they are already a HubSpot user on a different account, they won't need to reset their password, but they'll now also have access to your account. 

After the new user logs in, they can set up their profile's basic information, such as first name and last name. If the new user doesn't receive a welcome email within five minutes of being added to your account, ask them to check their Junk/SPAM folder before reaching out to HubSpot Support.

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