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How do I Add HubSpot Users?

Guide to creating and managing new users to your HubSpot account, setting roles and permissions.

Adding HubSpot users:

  • Click Settings (⚙️) in the top navigation bar.
  • Select Users & Teams from the left sidebar.
  • Click the Create user button.
  • Input the new user's email address(s).
  • Click Next.
  • On the Set Permissions screen, configure the user's access level
    • Admin Access: Granting or denying admin privileges.
    • CRM Tools: Setting access for contacts, companies, deals, tickets, tasks, and conversations.
    • Marketing Tools: Defining access for email, landing pages, website pages, blog, social, SEO, files, design tools, ads, and campaigns.
    • Sales Tools: Configuring access for sales content, sequences, snippets, templates, and meetings.
    • Service Tools: Setting access for the knowledge base and customer portals.
    • Reports: Granting access to dashboards, reports, and analytics tools.
    • Account Access: Managing access to settings, user permissions, and other account-wide features.
  • Click Next.
  • Assign Paid Seats (if applicable).
  • Click Next.
  • Review the user's details and permissions.
  • Click Send invite.