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Manage user properties and preferences

Last updated: February 20, 2024

Available with any of the following subscriptions, except where noted:

All products and plans

Super admins can manage user properties and preferences in their account settings. Use this data to ensure that your users are making use of HubSpot tooling in the best way for your business.

Before your get started

To manage user properties and preferences, you must do the following:

Review and filter user data

You can use a highlight card and the user table to view holistic or user-specific data.

Review a highlight card for holistic user data

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Click Users & Teams in the left sidebar menu.
  • At the top of the Users tab, view a card highlighting user data in your HubSpot account. In the highlight card, click Review users or Resend invites to view additional user data or resend the account activation email.

user-permissions-highlight-card

Review the user table for user-specific data

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Click Users & Teams in the left sidebar menu.
  • Below the highlight card, scroll through the user table to view the following user-specific information:
updated-user-table 
    • Name
    • Seat
    • Permission Sets
    • Access
    • Main Team
    • Extra Teams
    • Invite Status
    • Partner User
    • Last Active
    • SCIM Status (Enterprise only)
    • Email Status (Super Admin only)
    • Calendar Status (Super Admin only)
    • Calendar Sync (Super Admin only)
    • Scheduling Pages (Super Admin only)
  • To narrow down the users in the table, click the checkboxes next to the users' names.
  • To filter your data further, click Invite StatusLast active, or Advanced filters. Learn more about setting up advanced filters and saved views.

Review a specific user record

In a user record, you can see an overview of user-specific data, and customize the presets, teams, skills, and preferences assigned to them.

View an overview of user-specific data

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Click Users & Teams in the left sidebar menu.
  • In the user table, click a user record.
  • On the Overview tab, you can review the following user properties:

user-overview-screen-1

  • Security activity: security data including successful logins, unsuccessful logins, and security actions. Click Open security activities to view a centralized audit log of security actions.
  • Connected accounts: a list of connected accounts including a user's email and calendar, as well as any active calendar syncs and scheduling pages. To learn more about the connected accounts, click one of the accounts in the list to be taken to the Preferences tab.

connected-accounts

  • Object associations: a list of objects that the user owns. Click the numbers next to the object to be taken to that object's index page where you can remove or re-assign records.
  • Used in: a list of assets and tools the user is being used in. Click the numbers next to the asset or tool to be taken to the asset or tool where you can remove or re-assign access.

object-associations-and-used-in

Please note: for EU customers, we recommend following your country's laws regulating employee monitoring. If you would like to disable this feature, please contact customer support.

Assign presets and teams (Professional and Enterprise only)

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Click Users & Teams in the left sidebar menu.
  • In the user table, click a user record.
  • On the Setup tab, you can customize and review the following information:
    • Presets: click the Presets tab, then click the Presets dropdown menu to assign default preferences to a user. Learn more about managing user preferences with presets.
    • Teams: click the Teams tab, then click the Main Team and Extra Teams dropdown menus to assign the user to different teams for organizational and reporting purposes. Learn more about organizing your users into teams.

Add user skills (Service Hub Enterprise only)

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Click Users & Teams in the left sidebar menu.
  • In the user table, click a user record.
  • On the Skills tab, click the User skillsMain language, and Secondary language dropdown menus to add relevant skill and language proficiencies. Learn more about setting up skill-based routing.

user-skills

Set user preferences

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Click Users & Teams in the left sidebar menu.
  • In the user table, click a user record.
  • On the Preferences tab, you can customize and review the following information:
    • User profile: click the Profile tab in the left sidebar, and customize user information such as name, job title, phone numbers, and timezone.
    • Connected accounts: click the Connected accounts tab in the left sidebar to review personal email accounts and calendars connected to the user's account. You can't customize a user's connected accounts but you can review their status.

user-connected-accounts-1

 

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