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Partner Tools

Set up and use partner employee tagging

Last updated: February 21, 2022

Applies to:

Partner Account

Partners can tag and track partner employees' activities in their clients’ HubSpot accounts. Partners can then manage their partner employees in a client's account using their partner dashboard.

Mark users as partner employee

Assign Partner employee permissions to a user so you can track their activities in HubSpot. 

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Click Users & Teams in the left sidebar menu.
  • Click the name of the user.
  • In the right panel, navigate to the Partner program tab.
  • Click to toggle the Partner employee switch on.

partner-employee-permission

Please note: to receive credit for your managed MRR, all users who access and work in client accounts should be marked as Partner employees

Manage partner employees access to client accounts

You can manage your partner employees’ access to your clients’ accounts from the partner dashboard or the client list. 

Assign clients to partner employees

  • In your HubSpot account, navigate to Partner > Dashboard.
  • Navigate to the Partner Employees tab.
  • Click a partner employee’s name to view a detailed overview of their client in the right panel.
  • To assign new clients to a partner employee, click + Assign clients. 
  • In the dialog box, click the Choose clients or enter HubID dropdown menu and either select the clients listed or enter the HubID to assign to the user. 
  • Click Confirm. When a new client is assigned to a partner employee, the partner employee is not automatically granted access to the customer's portal.  You will need to reach out to the client and request access to your client's portal on behalf of your partner employee or freelancer. The partner employee needs to be added as a user to the client's portal. 
  • To remove a partner employee's access to a client account, hover over the client’s name and click Remove Access.
  • In the dialog box, type REMOVE to confirm that you want to remove the partner employee from the client, then click Remove Access.

partner-employee-remove-access

Assign partner employees to clients

  • In your HubSpot account, navigate to Partner > Dashboard.
  • In the Client List section, click the name of a client.
  • In the Partner employees section, the partner employees that have access to the client's account are listed. To add a new partner employee, click + Add partner employee.

Please note: only super admins and users with account permissions can view the partner employee list.

  • In the dialog box, click the dropdown menu and select the partner employee.
  • Click Confirm. When a new partner employee is assigned to a client, the partner employee still requires the client to grant access to their portal. For security reasons, this is not an automated process. 
  • To remove a partner employee's access to a client account, click Remove access.
  • In the dialog box, click the Whose access do you want to remove? dropdown menu and select the partner employees.
  • Click Remove access
employee-tagging-remove-access

When a partner employee is removed from your partner account, access for this user will automatically be revoked across all client accounts. 

Troubleshoot partner employee access errors

If you are seeing the message Their email address is already connected with another partner record for this client, this means that there is another partner who also has this user listed as a partner employee for the same client. The second partner trying to add this user with the same email address to their partner account won't receive managed credit.

To resolve this error, you can either:

  1. Request that the first partner remove that user’s access from the client in their partner account.
  2. Create a new email address for this user using your partner email domain and add this email address as the partner employee.
  3. Request a different email address from the user.
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