Last updated: November 20, 2023
Available with any of the following subscriptions, except where noted:
All products and plans
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Super admins can use the Overview tab on a user record to view more granular portal usage information (Enterprise only), connected accounts, security actions, and association data. Use this data to ensure that users are making use of HubSpot tooling in the best way for your business.
- In your HubSpot account, click the settings icon in the main navigation bar.
- Click Users & Teams in the left sidebar menu.
- Click the name of the user. You will be taken to that user's overview screen.
Overview of a user record
On the Overview tab, you can review the following user properties:
- User activity (Enterprise only): audit log data (e.g. security activity, CRM objects created, etc.) Click Open audit log to view a centralized audit log of user actions.
Please note: for EU customers, we recommend following your country's laws regulating employee monitoring. If you would like to disable this feature, please contact customer support.
- Security activity: security data including successful logins, unsuccessful logins, and security actions. Click Open security activities to view a centralized audit log of security actions.
- Connected accounts: a list of connected accounts including a user's email and calendar, as well as an active calendar sync and active scheduling pages. Click one of the accounts in the list to be taken to the Preferences tab on the user record to learn more about the connected accounts.
- Object associations: a list of objects that the user owns. Click the numbers next to the object to be taken to that object's index page where you can remove or re-assign records.
- Used in: a list of assets and tools the user is being used in. Click the numbers next to the asset or tool to be taken to the asset or tool where you can remove or re-assign access.
Set user preferences
On the Preferences tab, you can customize and review the following information:
- User profile: click the Profile tab in the left sidebar, and customize user information such as name, job title, phone numbers, and timezone.
- Connected accounts: click the Connected accounts tab in the left sidebar to review personal email accounts and calendars connected to the user's account. You can't customize a user's connected accounts but you can review their status.
