Create notification profiles

Users with Super admin permission can create account default notifications for all users, as well as create notification profiles by permission sets.

Manage account default notifications

Account default notifications apply to any users not included in a profile by permission set. Users can update their own notification preferences at any time, and those changes will override the default notifications.

• In your HubSpot account, click the settings settings icon in the main navigation bar.

• In the left sidebar menu, navigate to Account defaults.

• Navigate to the Notification Profiles tab.

  • To create a new profile, click Create notification profile.

  • To edit a notification profile, click the edit pencil icon.

  • To duplicate a notification profile, click the duplicate duplicate icon.
  • To delete a notification profile, click the delete delete icon.

• Click to toggle the channel switch to set where users will receive notifications. Users can receive notifications through Email, Bell notifications, Pop-up, Browser, Mobile and other relevant installed apps, for example, Slack.

Please note: a user with Account permissions or a Super admin cannot turn on or off mobile notifications for a user due to required app permissions. They can select the mobile topics they want the user to have access to once the user installs the mobile app and allows notifications.

• Click on the notification groups to expand further to find the notification topic you want to edit. Select the notification checkbox to turn on a notification for the notification profile.

• To clear all notifications selections, click Clear all preferences.

• When you’re done, click Update. In the pop-up box, click Update defaults.

All impacted users will be notified by email when you’ve made changes to the account default notifications.

Add notification profiles to a preset

Please note: Presets are currently being rolled out to users. If you are an Enterprise user and don't have access to Presets, you can assign notification profiles to a permission set by following the steps below.

• In the left sidebar menu, navigate to Users & Teams.
• Click the Presets tab.
• Click the name of an existing preset or create a new preset.
• Navigate to the Notifications tab.
• In the notification profile dropdown menu, select your notification profile. 
  

• To add users to your preset, navigate to the Users tab at the top of the editor.
• Select users in the dropdown menu. 
• Click Save preset.

Create notification profiles by permission set

Super admins can also create notification profiles for users with specific permission sets in the HubSpot account. Those users can still update their own notification preferences at any time, and their changes will override the default notifications.

• In your HubSpot account, click the settings settings icon in the main navigation bar.

• In the left sidebar menu, navigate to Account defaults.

• Navigate to the User Defaults tab.

• In the Notifications section, click Create notification profile.

• Click the Assign to HubSpot permission set dropdown menu and select the permission set you're creating a notification profile for. If you're not ready to assign a permission set, you can skip this step.

• At the top, click the pencil icon to edit the profile name. By default, the profile will be named the same name as the permission set selected above.

• Click to toggle the channel switch to set where users will receive notifications. Users can receive notifications through Email, Bell notifications, Pop-up, Browser, Mobile, and other relevant installed apps, for example, Slack.

Please note: a user with Account permissions or a Super admin cannot turn on or off mobile notifications for a user due to required app permissions. They can select the mobile topics they want the user to have access to once the user installs the mobile app and allows notifications.

• Click on the notification groups to expand further to find the notification topic you want to edit. Select the notification checkbox to turn on a notification for the notification profile.
• To clear all notifications selections, click Clear all preferences.
• When you're done, click Save. In the pop-up box, click Apply notification profile. If you did not assign a permission set, click Save as draft.

The notifications profile you create will be applied to all users assigned the selected permission set. Those impacted users will be notified by email about the changes made.

Manage notification profiles

Once created, Super admins can edit, deactivate, clone, or delete existing notification profiles.

• In your HubSpot account, click the settings settings icon in the main navigation bar.

• In the left sidebar menu, navigate to Account defaults.

• Navigate to the User Defaults tab.

• In the table, click an icon to edit, clone, or delete a notification profile.

Please note: if you change the assigned permission set of, deactivate, or delete a notification profile, the users previously included in the profile will return to receiving default account notifications. If the users have updated their own notification preferences, their own preferences will still override the default.

Edit or deactivate notification profiles

• In the table, click the edit pencil icon to edit.

• Make your changes to the notification profile:

  • To change the assigned permission set of the notification profile, click the Assign a permission set dropdown menu and select a new permission set.

  • To deactivate a profile, click the dropdown menu and select Assign to HubSpot permission set to remove the existing permission set.

• • To change the channels where the permission set will receive notifications, toggle the switches on or off.

  • To change the topics that the permission set will be notified about, select or clear the checkboxes.

• Once you’re done, click Update.
• In the pop-up box, click Apply notification profile, or if you removed the assigned permission set, click Save as draft.

Clone notification profiles

• In the table, click the duplicate clone icon.

• Enter a name for the new notification profile.

• Click the Assign to HubSpot dropdown menu and select the permission set royou're creating the notification profile for.

• Make your changes, then click Update.

• In the pop-up box, click Apply notification profile.

Delete notification profiles

• To delete a specific notification profile, hover over it and click the deletedelete icon.

• In the dialog box, enter the word delete, then click Delete.