Partner Tools

Set up and use partner employee tagging

Last updated: June 8, 2020

Applies to:

Partner Account

Track and tag partner employees' activities in client HubSpot accounts. Partners can monitor HubSpot users with Partner employee permissions in a clients' account through their Partner dashboard.

Tag a user as a partner employee

To track a partner employees' activities they must be granted partner employee permissions.

To grant a user partner employee permissions:

  • In your HubSpot account, click the settings icon settings 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

View partner employees

View all partner employees and the accounts they are users in from your partner dashboard.

  • In your HubSpot account, navigate to Partner > Dashboard.
  • On the Client list tab, navigate to the Clients section.
  • Click the name of a client.
  • In the right panel, under the Partner employees section, view the partner employees that have access to the client's HubSpot account. Click the name of the partner employee to view all the accounts they are listed as a partner employee.

partner-employee-list

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

 

 

 

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