Step-by-Step Guide to Adding Users in HubSpot (2024)

How to Add Users to HubSpot

Adding users to HubSpot is a fundamental step in setting up your HubSpot account and ensuring that your team can access the platform to collaborate and manage customer relationships effectively. This guide will walk you through the process of adding users, managing their permissions, and troubleshooting common issues.

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HubSpot Account Setup

Before adding users to your HubSpot account, it's essential to ensure that your account is properly set up. This involves creating your account, securing it, inviting your team, customizing default settings, and connecting any necessary apps or integrations. For a new HubSpot account, you can sign up using your email address, Google login, or Apple ID. Once your account is created, consider setting up two-factor authentication (2FA) or single sign-on (SSO) for enhanced security. Additionally, customize your account's default settings, such as language, region, and currency, to align with your business needs.

Add Users to HubSpot

To add users to your HubSpot account, follow these steps:

1. In your HubSpot account, click the settings icon in the main navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. Click Create user.
4. Add users by entering their email addresses, importing a CSV file, or importing users from integrated apps such as NetSuite, Microsoft Dynamics 365, Pipedrive, Zoho, or Salesforce. Separate multiple email addresses with a comma or space.
5. Click Next.

After adding users, you'll need to set up their access levels and permissions. You can assign them to different seats based on your subscription services, and customize their permissions to control their access within your HubSpot account.

HubSpot User Management

Effective user management in HubSpot involves not only adding users but also managing their permissions to ensure they have the appropriate level of access. HubSpot provides various permission levels, including Super Admin and custom permissions, which can be tailored to fit the user's role within your organization. You can edit permissions for existing users through the Users & Teams section in your account settings. Additionally, HubSpot allows the creation and editing of permission sets for Enterprise accounts, enabling you to define preset permissions for different teams or roles.

Troubleshoot a Bounced Email Invite

If a user does not receive their invite email, check their Junk or SPAM folder, confirm the email address was entered correctly, and ensure that the email address is active. If necessary, contact your IT team to make sure emails from HubSpot are not being blocked by a firewall. If the initial delivery attempt fails, HubSpot will block the email address, and you will need to contact HubSpot Support to manually unblock it. Alternatively, you can send a reset password email to give the user account access.

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Adding users to HubSpot can be streamlined by leveraging automation tools like Bardeen. This can be especially beneficial for businesses looking to efficiently manage their CRM contacts and ensure seamless integration with other platforms such as GitHub and Gmail. Here are a couple of automation examples that can enhance your HubSpot user management experience:

1. Sync New GitHub User Email as HubSpot Contact: This automation is perfect for tech companies or teams that collaborate on GitHub. It automatically adds GitHub users as contacts in your HubSpot, ensuring your CRM is always up to date with your latest collaborators or contributors.
2. Automatically Create HubSpot Contact from Gmail Email: For businesses relying on Gmail for communication, this automation ensures that every new email contact is instantly captured in HubSpot. It's an efficient way to grow your contact list and never miss out on a potential lead.

Utilize these HubSpot automations to enhance your user management process and ensure your CRM is always up-to-date. Download Bardeen now and start automating your workflows!