Manage Partner employee access to client accounts

Before you get started

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

• User provisioning through SCIM through Okta.
• Migration to other data centres.

Review the table below for differences between the two types of admins in a client's HubSpot account and the available features for each:

Become a Partner admin

To become a Partner admin and manage your employees' permissions, you need access to the Client Access Manager. To do so:

• You must either be a super admin or have View and Edit Partner Employee management permissions. 

To become a Partner Admin in a client’s account, you must first give your client your Partner Admin access link. Only Solutions Partners and Providers can be Partner Admins. 

• In your Partner account, navigate to Partner > Client Access Manager.
• In the upper-right, click Get access link. 
• In the dialog box, click Copy link to copy your personal access link. Send this to your clients.
  
  

• Once your client opens and approves your access, link, you will be created as a partner employee in their HubSpot account with Partner Admin permissions.
• You will receive an email when your client has approved your access link. 
   

You can also send an access link on behalf of a partner employee. To do so:

• In your Partner account, navigate to Partner > Client Access Manager.
• Click the Employees tab.
• Click the name of an employee.
• In the upper-right, click Actions and select Copy Access Link and send this to your clients.
   

Add employees to your client's HubSpot account

Partner Admins can add employees to client accounts directly from your partner account.

Please note: the client name displayed in the Client Access Manager comes from the name of the company record in your partner CRM, which may differ from the client's official name.

• In your HubSpot Partner account, navigate to Partner > Client Access Manager.
• In the Clients tab, hover over the client you want to add Partner employees to and click Actions and select Add employees. 

• In the right panel, click the Employees dropdown menu and select which employees to add to the account.
• Click the Permissions set dropdown menu to select which permission set these employees should have. 

• Click Add employees. 

All employees can be found in the Employees tab of the Client Access Manager. Employees with a partner employee email domain will have a checkmark beside their email address. When an employee is added to your client's HubSpot account, they will have access to the Partner Seat. 

Manually link existing employees to your client's HubSpot account

If an employee without a partner employee email domain already exists in the client's account, you must manually link the employee to the client's account for them to received managed credit. To manually link an employee:

• In your HubSpot Partner account, navigate to Partner > Client Access Manager. 
• In the Employees tab, hover over the employee you want to associate to an account and click Actions > Link clients. 
• Select a client from the dropdown menu and click Confirm.

Update employee permissions in the client's HubSpot account

Partner Admins can update Partner employees’ permissions in their client account from their Partner account. When doing so, Partner Admins can only add or remove permissions that they have from another employee. For example, in the case that the Partner Admin does not have Reports access permissions:

• If they add an employee or change the employee’s permission set, the employee will not have Reports access permissions.
• If the employee already has Reports access permissions, it will not be removed when the Partner Admin changes their permission set. 

To update an employee's permissions: 

• In your HubSpot Partner account, navigate to Partner > Client Access Manager.
• In the Clients tab, hover over the client you want to edit permissions for and click Actions and select Details. 
  • Hover over the employee whose permissions you want to edit and click Actions and select Change permission set.

• • Click the Permission set dropdown menu and select the permission set you want to apply to the employee.
  • Click Confirm. 

Remove employees from the client's HubSpot account

Partner Admins can remove employees from a client’s account via the Partner account. When removing personnel, Partner Admins can review all assets owned by the employee.

If you are a super admin or have View and Edit Partner Employee management permissions, you can deactivate or remove any partner employees from any client account. You must be a partner admin in a client account to reactivate, edit permissions, or add employees to clients.

Please note: deactivating an employee does not end a managed relationship between a Partner and client. To end the managed relationship, you must remove all employees from the client account. 

Remove an employee from one or many client accounts

• In your Partner account, navigate to Partner > Client Access Manager.
• Click the Employees tab.
• Hover over the employee you want to remove from the client account and click Remove employee from clients. 
• In the wizard, review all client accounts that the Partner employee is a user in and all assets affected.
  
  

• Select the checkboxes next to the client accounts you want to remove the employee from. 
• Click Next.
• Review the removal information and click Done. 

Remove all employees from one client account

To remove all partner employees from a client's HubSpot account:

• In your Partner account, navigate to Partner > Client Access Manager.
• In the Clients tab, click the Access types filter and select all the checkboxes. This ensures you have a list of clients that any of your employees have access to. 
• Click the name of the client you want to end the managed relationship with.
• Select the checkbox to select all employees. 
• Click Remove partner employee. 
   

• In the wizard, review all employees and the assets affected.
• Click Confirm removal. 

Migrate from super admin to Partner admin

If you are already a super admin in your client’s account, you can become a Partner Admin through your partner account. Once you are a Partner admin, you can use the Client Access Manager to change other super admins to Partner admins. 

• In your HubSpot Partner account, navigate to Partner > Client Access Manager.
• Hover over the client account you want to be a Partner Admin for and click Change to Partner Admin.
• In the popup window, click the Keep billing permissions toggle on if you want to retain your billing permissions in the client account after becoming a Partner Admin. 
• Click Confirm.

Please note: there must be at least one super admin in the client account. If you are the only super admin in the client account, it will not be possible to change yourself or others to a Partner admin.