Last updated: November 17, 2022
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If you have Add and edit users permissions in your HubSpot account, you can create new users and customize their permissions.
Learn how to remove users from the account.
Please note: only 100 users can be added in a single CSV import. If you are importing more than 100 users, you will need to do multiple imports.
You can set up the permissions for your new users using templated default permission sets, saved permission sets, or permission sets you start from scratch. If you've added multiple users, the permissions will be set for all selected users.
Please note: if you try to assign a permission set with a paid seat to a user, and don't have any remaining paid seats on your HubSpot account, you will be directed to a checkout page to purchase an additional paid seat.
The new user will then be sent the welcome email where they can set their password and log in. If the new user doesn't receive a welcome email within five minutes, consult the troubleshooting steps below.
Once a user has been added to an account and they have setup their password, they’re eligible to receive notifications, such as lead assignment notifications. The user can manage their notifications by logging in. After the user logs in, they can also set up their profile.
If you invite a teammate to HubSpot but they can't find the invite email in their inbox, there might be an issue with the email address you entered, or you may need to reach out to your IT team to confirm that emails from HubSpot aren't being blocked.
Try the following troubleshooting steps if the user you invited did not receive the invite email:
If the invite email was delivered but the user still cannot locate it in their inbox after following the steps above, you can give them account access by sending a reset password email. The new user can also do this directly from the login screen.
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