Notifications

Create notification profiles (BETA)

Last updated: January 6, 2021

In Beta

Applies to:

Marketing Hub  Enterprise
Sales Hub  Enterprise
Service Hub  Enterprise
CMS Hub  Enterprise

Super admins can create notification profiles by role in their account.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Account defaults.
  • Navigate to the Notifications tab.
  • Click Create notification profile.

create-notification-profile-1

  • Click the Assign to HubSpot role dropdown menu to select the role you're creating a notification profile for.

assign-a-role-dropdown

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

Please note: the notifications profile you create will be applied to all users assigned the selected role. Once the profile is applied, existing users will be notified by email about the changes made (this notification will not be sent during the BETA period).

  • 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.
channel-notification-type

Please note: a user with Account permissions or a Superadmin 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 they will receive them.

  • 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.

Please note: users can change their notification preferences at anytime.