Steps to Add a User
Log in to HubSpot:
- Go to HubSpot and log in with your admin account credentials.
Navigate to Settings:
- Click on your profile picture or the settings icon in the main navigation bar to access the settings menu.
Access Users & Teams:
- In the left sidebar menu, scroll down to the 'Account Settings' section and click on 'Users & Teams.'
Add User:
- Click the 'Create User' button located at the top right of the page.
Enter User Information:
- In the pop-up window, enter the new user's email address. You can add multiple email addresses separated by commas if you're adding several users at once.
Assign Permissions:
- After entering the email address, click 'Next' to assign user permissions. Select the appropriate permissions for the user, such as Sales, Marketing, or Admin roles. You can customize permissions based on what the user needs to access within HubSpot.
Send Invitation:
- Once you’ve set the permissions, click 'Send' to send an invitation email to the new user. The user will receive an email with a link to join your HubSpot account.
User Acceptance:
- The new user needs to open the invitation email and click on the link to accept the invitation. They will be prompted to create a HubSpot account if they don’t have one already.
Managing Users
Edit User Permissions:
- To change a user’s permissions, go back to 'Users & Teams,' find the user, click on their name, and adjust their permissions as needed.
Remove a User:
- If you need to remove a user, navigate to 'Users & Teams,' click on the 'Actions' dropdown next to the user’s name, and select 'Remove user.'
Organize Users into Teams:
- For larger organizations, organizing users into teams can help manage permissions and collaboration. Go to 'Users & Teams,' click on 'Teams,' and create a new team. Assign users to teams based on their roles and responsibilities.
Best Practices
Regularly Review Permissions:
- Periodically review user permissions to ensure they align with current roles and responsibilities.
Use Strong Passwords:
- Encourage users to use strong, unique passwords and enable two-factor authentication for added security.
Training and Onboarding:
- Provide training for new users to help them get up to speed with HubSpot's features and functionalities.
Conclusion
Adding users to your HubSpot account is a straightforward process that can enhance team collaboration and productivity. By following these easy steps and best practices, you can efficiently manage user access and maintain the security of your HubSpot account.