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BETA

Manage user preferences with user groups (BETA)

Last updated: April 7, 2022

In Beta

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

With user groups, account admins can set up default preferences for users in the account so that users don't have to set them up individually. For example, you can set up the default dashboard, language, and email signature for a group of users.

Users can later change their preferences individually to override user group preferences.

Create a user group

To set up a user group:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Users & Teams
  • Click the User Groups tab.
     
    user-groups-tab0
  • In the upper right, click Create user group.
  • At the top of the page, name the user group by clicking Name your group and entering a name.
  • On the Setup tab, set up the user group's default preferences and email signature:
    • On the General tab, use the dropdown menus to select the user group's default homepage, dashboard, language, and date and number format.

      user-groups-setup3
    • Click the Email signature tab to set up the signature that will be used in one-to-one emails sent through the HubSpot CRM. 
  • To add users to the group:
    • Click the Users tab. 
      user-groups-setup4
    • Click the dropdown menu to select the users you want to add to the group. 
  • To save the user group, in the upper right, click Save user group.
  • In the right sidebar, review the user group settings, then click Save.

Once a user group has been created, a user can update their personal preferences to override the group's preferences.

To edit or delete a user group:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Users & Teams
  • Click the User Groups tab.
  • Hover over the user group, then click the Action dropdown menu.
    • To edit the group settings, select Edit, then update the group's settings.
    • To add or remove users from the group, select Manage Access. Then, in the right sidebar, add or remove users from the group, and click Save.
    • To delete the user group, select Delete, then click Delete user group. Deleting a user group will not affect default settings for any users in the group.
user-group-action-dropdown-menu0
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