Create notification profiles

Super Admin users can create account default notifications for all users, as well as assign notification profiles by presets.

Create an account default notifications profile

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.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.

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

3. At the top, click the Notification Profiles tab.

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

5. Click to switches next to the notification type on or off. Users can receive notifications through Email, Bell, Pop-up, Browser, and other relevant installed apps (e.g., Slack).

   
6. Click on each notification group to expand them, to find the notification topic you want to edit. Select the notification checkbox to turn on a notification for the notification profile.
7. To clear all notifications selections, click Clear all preferences.
8. When you’re done, click Save. 

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

Add notification profiles to a preset

Super Admins can use presets to set up default user preferences in their HubSpot account so that users don't have to set them up individually. To assign a notification profile to a preset:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. Click the Presets tab.
4. Click the name of an existing preset or create a new preset.
5. At the top, click the Notifications tab.
6. Click the Notification profile dropdown menu and select a notification profile. 
   
   
7. To add users to your preset, navigate to the Users & Teams tab at the top of the editor.
8. Select users or teams in the dropdown menu. 
9. Click Save preset.

Manage notification profiles

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

Please note: if you deactivate a profile in a preset, edit, 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

1. In your HubSpot account, click the settings settings icon in the top navigation bar.

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

3. At the top, click the Notification profiles tab.

4. To edit a profile:

   • In the table, hover over the notification profile, and click the edit pencil icon to edit.

   • To change the channels where the permission set will receive notifications, toggle the switches next to the channel type 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 Update notification profile.

5. To deactivate a profile in a preset:

   • Navigate to the Notifications tab in a preset.

   • Click the Notification profile dropdown menu, and select a notification profile.

   • Click Save preset. In the right panel, review the changes, and click Save.

Clone notification profiles

1. In your HubSpot account, click the settings settings icon in the top navigation bar.

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

3. At the top, click the Notification profiles tab.

4. In the table, hover over the notification profile, and click the duplicate clone icon.

5. In the Choose a name for the new cloned notification profile field, enter a name for the new notification profile.

6. Make your changes, then click Update.

7. In the dialog box, click Update notification profile.

Delete notification profiles

1. In your HubSpot account, click the settings settings icon in the top navigation bar.

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

3. At the top, click the Notification profiles tab.

4. In the table, hover over the notification profile, and click the delete delete icon.

5. In the dialog box, click Delete profile.