Add Users to HubSpot Account: A Step-by-Step Guide

Adding a new user to a HubSpot account is a straightforward process that can enhance your team's productivity by allowing multiple users to manage contacts, deals, and campaigns. This guide will walk you through the steps to add a user, manage their permissions, and ensure they have the appropriate access level.

HubSpot Add User

To add a new user to your HubSpot account, follow these steps:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. Navigate to Users & Teams in the left sidebar menu.
3. Click Create user.
4. Add users by entering their email addresses into the Add email address(es) field, importing users from a CSV file, or importing users from an integration such as NetSuite, Microsoft Dynamics 365, Pipedrive, Zoho, or Salesforce. If using a CSV file, ensure it contains an 'Email' column with the users' email addresses and is saved in a CSV format.
5. Click Next.

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Manage Paid Users HubSpot

After adding users, you may need to assign them to specific seats based on your subscription. This step is crucial for managing access to paid features within HubSpot.

To manage paid seats:

1. Click Assign a seat to expand the section during the user setup process.
2. Select the correct seat type for the user from the Seat assignment dropdown menu. Options include Core Seat, Sales Hub Seat, Service Hub Seat, View-Only Seat, and Partner Seat.
3. Click Choose how to set access and select one of the permission setup options: Use seat permissions, Make Super Admin, Start with a template, or Start from scratch.
4. Toggle the permissions on and off as needed in the Choose permissions section.
5. Click Next and review user access and seat assignment. If necessary, return to previous sections for modifications.
6. Click Create user.

For accounts created before March 5, 2024, the process might slightly differ due to the introduction of a seats-based pricing model by HubSpot on that date.

Customizing User Access

After creating a user, you can further customize their access:

• To send an invite link, click Send an invite link, then Copy invite link. This link can be shared through any messaging channel.
• To add users to teams, click Add your users to a team and use the dropdown menus to select teams.
• For Professional and Enterprise accounts, you can set up users with presets or save permission sets for future use.

Remember, the new user will receive a welcome email to set their password and log in. If they don't receive this email, ensure to check for typos in the email address, consult your IT team about potential email filtering, or consider sending a reset password email as a workaround.

Discover how to integrate HubSpot with Salesforce, enrich and speed up multi-channel outreach with LinkedIn, and sync HubSpot and Slack for instant alerts to maximize your CRM's efficiency.

Adding someone to your HubSpot account can be done manually following the steps outlined above, but for those looking to optimize their workflow, Bardeen offers powerful automation capabilities. By automating repetitive tasks related to managing your HubSpot account, you can save time and ensure that your CRM is always up-to-date. Whether it's syncing contacts from different platforms or automating data entry, Bardeen can handle it effortlessly. Automating these tasks allows you to focus on more strategic activities that require a human touch.

Here are some examples of how Bardeen can automate your HubSpot workflow:

1. Automatically Create HubSpot Contact from Gmail Email: This automation creates a new contact in HubSpot whenever an email is received in Gmail, streamlining your lead capture process without manual data entry.
2. Create a HubSpot contact from an email: Use Clearbit to enrich contact information from an email and automatically create a new contact in HubSpot, enhancing your contact database with minimal effort.
3. Save a HubSpot company as a new Salesforce account: Seamlessly transfer company data from HubSpot to Salesforce, ensuring your sales team has the most current account information.

Embrace the power of automation with Bardeen and streamline your HubSpot management tasks. Start automating today by downloading the Bardeen app.