Last updated: February 26, 2021
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If you have Add and Edit users permissions in your HubSpot account, you can create new users, customize user permissions, and remove users from your account.
To watch an overview of this process, check out the video below:
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, ask them to check their Junk/SPAM folder. If the email doesn't appear there, the user should follow the steps to ensure HubSpot emails are delivered. You can then give them account access by sending a reset password email. The new user can also do this directly from the login screen.
Once a user has been added to an account, 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.
Please note: to remove a Sales Hub Starter, Professional, or Service Hub Professional user from your HubSpot account, you must first remove their user's access to paid sales and service tools.
Before removing a user, keep in mind that their created content and owned records may be affected:
When a user is removed from an account, HubSpot will not delete any assets or activities that they created. This includes assets such as blog posts, pages, lists, workflows, forms, and reports, as well as sales activities such as logged emails and notes. Assets will show Deactivated User (removed user's email address) as the creator.
Any social messages published by the removed user will remain published. However, if the removed user was the administrator for any social media accounts, you may need to reconnect those accounts.
Any sequences, templates, and documents created in your account will remain; however, the removed user must have shared their sales templates prior to removal for other users to access them.
Before removing a user, you should reassign any records owned by the user. Learn more about setting ownership of records in HubSpot.
To remove a user from your account:
HubSpot users with Add & edit users permissions can customize permissions for new and existing users in your...
There are multiple ways to log in to HubSpot; enter an email...
Typically, logging into HubSpot requires just your username and password. With two-factor authentication...