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Grant Partner Admin permissions to partner employees

Last updated: February 7, 2024

Available with any of the following subscriptions, except where noted:

All products and plans

Please note: the steps in this article apply to HubSpot customers currently working with or intending to collaborate with a HubSpot Solutions Partner. If you are a HubSpot Solutions Partner or Provider, please refer to this article for steps on managing Partner admins.

Partner admins are partner employees who can manage your HubSpot account without the need for a paid Sales or Service Hub seat. The Partner admin is also able to assign role-based permissions to their team employees, which ensures optimal security practices when working on your account.

Before you begin

A Partner admin is designed as an alternative to a super admin for HubSpot Solutions Partner employees working in your HubSpot account. Review the table below for the differences between the two types of admins and the available features:

  Super admin Partner admin Available features

Elevated account access

 

Yes

 

Yes

 

  • Edit access for all CRM objects, products hubs, and applications
  • Targeted admin permissions needed for Partners to serve customers

Full admin privileges 

Yes

No

  • Ability to add and remove other super admins
  • Management of account billing and financial transactions

Paid Sales or Service Hub features via free Partner seat

Yes Yes
  • Partners do not need be assigned a paid Sales or Service Hub seat to use the features

Multi-account management features

No

Yes

 

In addition, partner admins do not have access to the following features:

    • Migration to other data centres

Please note: Partner Admin is a permission set applied upon user creation or applied to existing users. Partner Admins can have individual permissions removed or added as needed. 

To create and manage Partner Admin access to your HubSpot account, you must either be a super admin or have Add and edit users permissions. 

There are three ways a partner employee can become a Partner Admin in your account:

  1. Access link: the partner employee sends you an Access Link for approval.
  2. Migration: the partner employee or client migrates the partner from super admin to Partner Admin.
  3. Client Creation: the client creates the Partner Admin directly in their account.

Please note: you must assign a partner employee a Partner seat before you're able to make them a Partner Admin. 

Approve a Partner Admin access link

  • You will receive a Partner Admin access link from your partner via email or other channels.
  • Click on the access link and click Approve.
partner-access-link

  • You will be redirected to a page to choose the specific HubSpot account you want to grant the partner access to.
  • Once granted, the partner employee will be created in your HubSpot account with full Partner Admin permissions. 

Migrate a super admin to Partner Admin

If the partner employee is already a super admin in your HubSpot account, there are two ways to migrate them to a Partner Admin:

Please note:
  • There must be at least one super admin in every account.
  • Partner Admins do not have full admin privileges in your HubSpot account. If a Partner is limited from servicing your account with Partner Admin access, make them a super admin instead.

Create a Partner Admin directly in your HubSpot account

You can also create a Partner Admin directly in your HubSpot account:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Users & Teams
  • In the upper right, click Create user
  • Enter the user's email address and click Next
  • Select Start with a templateNarrow access with a default permission set.
    • Click the Select template dropdown menu and select the Partner Admin default set.

Please note: the Partner Admin permission set will only appear for eligible partner employees.

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