Set up and use partner employee tagging

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 an individual 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.

Manage client access (BETA)

There are two ways to manage client access to an account; by tagging an individual user as a partner employee or by client.

Manage client access by partner employee

• Click a partner employee name to view a detailed overview of their clients.
• To assign new clients to a partner employee, in the top right, click +Assign clients. In the dialog box, enter the Client's name or HubID, then click Confirm. For new clients, enter the Client's HubID, then click Confirm. When a new client is assigned to a partner employee, the client will receive an email notification allowing them to grant access to the partner employee.

Please note: if the partner employee already has access to the client's portal, the client will not receive an email to grant permission.

• To remove a partner employee's access to a client account, click Remove next to the Client name. In the dialog box, confirm you want to remove the partner employee from the client and click Remove.

Please note: only clients can delete a partner employee from their account.

Manage client access by client

• In your HubSpot account, navigate to Partner > Dashboard.
• In the Client section, click the name of a client.
• In the Partner employees section, all partner employees are listed that have access to the client's account.

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

• To add a new partner employee, click + Add partner employee. In the dialog box, select the partner employee and click Confirm. When a new partner employee is assigned to a client, the client will receive an email notification allowing them to grant access to the partner employee.

Please note: if the partner employee already has access to the client's portal, the client will not receive an email to grant permission. 

• To remove a partner employee's access to a client account, click Remove. In the dialog box, select the partner employee and confirm you want to remove the partner employee from the client, then click Remove.

Please note: only clients can delete a partner employee from their account.

Troubleshoot client access

[Employee name] couldn't be added to this client

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 under the same client. The second partner trying to add this user with the same email address to their partner account won't receive manage credit.

To resolve this error you can:

1. Request that the first partner unassign the users 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 that they use.