Last updated: January 11, 2022
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.
Assign Partner employee permissions to a user so you can track their activities in HubSpot.
Please note: to receive credit for your managed MRR, all users who access and work in client accounts should be marked as Partner employees.
You can manage your partner employees’ access to your clients’ accounts from the partner dashboard or the client list.
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.
When a partner employee is removed from your partner account, access for this user will automatically be revoked across all client accounts.
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:
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