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.