App Tutorial

Guide to Adding Users to HubSpot: Step-by-Step

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

To add a user to HubSpot, navigate to 'Settings', then 'Users & Teams', and click 'Create user'. You can add users via email, CSV import, or from integrated apps.

Assign seats and permissions based on the user's role, ensuring they have the appropriate level of access.

Streamline your HubSpot user management by automating the addition of new members from platforms like GitHub with Bardeen.

How to Add a User to HubSpot

Adding users to your HubSpot account is a crucial step in managing your team's access and permissions within the platform. This guide synthesizes information from various sources to provide a comprehensive overview of the process, ensuring that you can efficiently onboard new team members to your HubSpot account.

Streamline adding users or contacts to HubSpot with automation. Discover how Bardeen can help.

Before You Get Started

Before adding users, ensure your HubSpot account is properly set up. This involves purchasing necessary paid seats if you're planning to assign roles that require them. Additionally, familiarize yourself with the types of seats available, as this will impact the access level and permissions you can grant to each user.

Creating Users

To add a new user to HubSpot:

  1. Click the settings icon in the main navigation bar of your HubSpot account.
  2. Navigate to Users & Teams in the left sidebar menu.
  3. Click Create user.
  4. Add users by entering their email addresses directly, importing a CSV file with their email addresses, or importing users from integrated applications like NetSuite, Microsoft Dynamics 365, Pipedrive, Zoho, or Salesforce.
  5. Click Next.

Note that you can only import up to 100 users via a single CSV file. For more than 100 users, multiple imports are necessary.

Automate user additions from platforms like GitHub to HubSpot with Bardeen's Sync New GitHub User Email as HubSpot Contact automation.

Setting Up User Access Levels

After adding users, you'll need to assign seats and permissions. This step is crucial for defining the level of access each user will have within your HubSpot account. Depending on the user's role, you may choose from various seat types, such as Core, Sales Hub, Service Hub, View-Only, and Partner seats. Each seat type corresponds to different access levels and capabilities.

Choose the appropriate seat for each user, then decide on the permission setup. You can use default seat permissions, make a user a Super Admin, start with a template based on the user's job function, or customize permissions from scratch. Toggle the permissions on and off as needed to suit the user's role within your organization.

Finalizing the Process

Review the user access and seat assignment to ensure accuracy. If a user already has a HubSpot password from another account, you can opt to skip sending a welcome email. Once you've confirmed the details, click Create user.

After creating a user, you'll have the option to further customize their setup by sending an invite link, adding them to teams, assigning them to presets (for Professional and Enterprise plans), and saving permission sets for future use.

Troubleshooting

If a user does not receive their invite email, check the Junk or SPAM folder, confirm the email address's accuracy, and ensure it's active. If issues persist, consult your IT team to check for email delivery obstacles, such as firewalls or filters. HubSpot may block an email address if the initial delivery attempt fails, requiring you to contact HubSpot Support for assistance.

If all else fails, you can provide account access by sending a reset password email, which the new user can also initiate from the login screen.

Looking to integrate HubSpot with Salesforce, or perhaps enrich your multi-channel outreach by integrating HubSpot with LinkedIn? Don't forget to sync HubSpot and Slack for instant alerts!

Automate HubSpot Onboarding with Bardeen

Adding a user to HubSpot can be streamlined through automation, particularly if your team frequently integrates new members or contacts from various platforms such as GitHub. By utilizing Bardeen, you can automate this process, ensuring that new users or contacts are seamlessly added to your HubSpot account without manual data entry.

This automation not only saves time but also reduces the risk of errors associated with manual entry. Here are some examples of how Bardeen can help automate adding users to HubSpot:

  1. Sync New GitHub User Email as HubSpot Contact: This automation facilitates the addition of GitHub users as contacts in your HubSpot account, perfect for managing contributors or team members who are active on GitHub.

Embrace the efficiency of automation by downloading the Bardeen app today and streamline your HubSpot user management process.

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