Manage Partner employee access to client accounts

Understand limitations and considerations

• Add or remove Super Admins.
• Make changes to billing settings. 
• Manage Sensitive Data.

Become a Partner Admin

To set yourself or another employee as a Partner Admin in a client's account, you must give that client your or that employee's access link. 

Send your own access link

1. In your Partner account, navigate to Partner > Client Access Manager.
2. In the upper-right, click Get access link. 
3. In the dialog box, click Copy link to copy your personal access link.
4. Send the link to your clients.
5. Once a client opens and approves your access, link, you will be created as a partner employee in their HubSpot account with Partner Admin permissions.
6. You will receive an email when your client has approved your access link. 

Send another employee's access link

1. In your Partner account, navigate to Partner > Client Access Manager.
2. Click the Employees tab.
3. Click the name of the employee. 
4. In the top right, click the Actions dropdown menu and select Copy access link.

Add employees to a client's HubSpot account

As a Partner Admin, you can add employees to client accounts directly from your partner account.

1. In your HubSpot Partner account, navigate to Partner > Client Access Manager.
2. Hover over a client and click the Actions dropdown menu, then select Add employees.
3. In the right panel, click the Employees dropdown menu and select the checkbox next to each employee you want to add. 
4. Click the Permissions set dropdown menu and select a permission set.
5. 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 a 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 receive managed credit. To manually link an employee:

1. In your HubSpot Partner account, navigate to Partner > Client Access Manager. 
2. Click the Employees tab.
3. Hover over an employee, then click the Actions dropdown menu and select Link clients. 
4. In the dialog box, click the dropdown menu and select a client. Repeat for each additional client.
5. Click Confirm. 

Update employee permissions in a client's HubSpot account

As a Partner Admin, you can update partner employees’ permissions in a client account from your Partner account. 

1. In your HubSpot Partner account, navigate to Partner > Client Access Manager.
2. Hover over a client and click the Actions dropdown menu, then select Details. 
3. Hover over an employee and click the Actions dropdown menu, then select Change permission set.
4. Click the Permission set dropdown menu and select a permission set.
5. Click Confirm. 

Remove employees from the client's HubSpot account

Partner Admins can remove employees from a client’s account via the Partner account. In order to end the managed relationship between a partner and client, you must remove all employees from the client account. 

Removing all partner employees from the client account does not immediately end a managed relationship between a partner and client. Once all employees are deactivated, the relationship will end 60 days after the last qualifying partner activity in the client account. 

Remove an employee from client accounts

1. In your Partner account, navigate to Partner > Client Access Manager.
2. Click the Employees tab.
3. Hover over an employee and click Remove employee from clients. 
4. Select the checkbox next to each client account where you want to remove the employee. 
5. Click Next. 
6. Review the removal information, then click Done. 

Remove all employees from one client account

1. In your Partner account, navigate to Partner > Client Access Manager.
2. Click the name of the client. If you don't see the client account, click the Access types filter at the top of the page and select all checkboxes.
3. At the top of the table, select the checkbox  to select all employees.
4. Click Remove partner employee. 
5. Review all employees and assets, then click Confirm removal. 

Migrate from Super Admin to Partner Admin

If you are already a Super Admin in a client 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. 

1. In your HubSpot Partner account, navigate to Partner > Client Access Manager.
2. Hover over the client account and click Change to Partner Admin.
3. In the dialog box, toggle the Keep billing permissions switch on if you want to retain billing permissions in the client account after becoming a Partner Admin. 
4. 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.