App Tutorial

Step-by-Step Guide to Adding Users in HubSpot

Jason Gong
App automation expert
Apps used
April 15, 2024

To add users in HubSpot, navigate to 'Settings', select 'Users & Teams', and click 'Create user'. You can add users by email, CSV import, or from integrated apps like Salesforce. Assign seats and permissions based on roles.

This guide simplifies the process of managing your team's access to HubSpot's tools and resources.

Enhance your HubSpot user management by automating tasks like syncing new GitHub user emails as contacts with Bardeen.

How to Add Users to HubSpot

Adding users to your HubSpot account is a critical step in managing your team's access to various tools and resources within the platform. Whether you're looking to onboard new employees or grant access to external partners, understanding the process of adding users, managing their permissions, and troubleshooting common issues is essential for effective HubSpot user management.

Streamline adding users to HubSpot with Bardeen's automation capabilities. Save time and reduce errors for a smoother onboarding experience.

Before You Begin

Before adding users to HubSpot, ensure your account is properly set up and you have purchased any necessary paid seats. This preparation helps streamline the user addition process and ensures you can assign the appropriate permissions and seats from the start.

Add Users to HubSpot

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

  1. Navigate to the settings icon in your HubSpot account.
  2. Go 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.

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

Set Up User Access Levels

After adding users, assign them seats and permissions to define their access level within your HubSpot account. HubSpot offers various seat types, including Core, Sales Hub, Service Hub, View-Only, and Partner seats, each providing different levels of access. Choose the appropriate seat type and set permissions based on the user's role and your organization's needs.

Review and Finalize User Access

Before finalizing the addition of a new user, review their seat assignment and permissions. If a user has previously set up a HubSpot password for another account, you can opt not to send a welcome email. Ensure the permissions and seat assignments are correct before proceeding.

Customize Users

After creating a user, you can further customize their settings, including sending an invite link, adding them to teams, assigning them to presets (for Professional and Enterprise accounts), and saving permission sets for future use. These customization options allow for a tailored onboarding experience and efficient management of user preferences and access.

Automate your HubSpot workflows and integrate with LinkedIn and Slack for enriched and speedy multi-channel outreach.

Troubleshoot a Bounced Email Invite

If a user does not receive their invite email, check for common issues such as incorrect email address entry, spam filters, or email blocking by your IT team. You can resend the invite by sending a reset password email or by contacting HubSpot Support for assistance with unbouncing an email address.

HubSpot User Management

Managing user permissions effectively is crucial for maintaining the security and efficiency of your HubSpot account. HubSpot's user permissions guide and settings allow for detailed customization of user access to CRM objects, marketing tools, and other resources, ensuring that each user has the appropriate level of access for their role.

Automate HubSpot with Bardeen: Effortless User Integration

Adding users to your HubSpot account can be streamlined significantly with automation, making the entire process more efficient and less prone to error. While the manual process offers a straightforward approach, automating user addition and management can save time, especially for larger teams or when integrating users from other platforms like GitHub.

By leveraging Bardeen's powerful automation capabilities, you can enhance your HubSpot user management process:

  1. Sync New GitHub User Email as HubSpot Contact: This playbook automates the addition of GitHub users as contacts in HubSpot, ideal for teams looking to integrate development collaborators directly into their CRM processes.
  2. Add a new row to Airtable, when HubSpot contact is created: Streamline the process of managing new contacts by automatically adding their details to an Airtable base upon creation in HubSpot, ensuring seamless data synchronization.
  3. Add a new row to Airtable, when a HubSpot company is created: Automatically update your Airtable base with new company information each time a company is added in HubSpot, enhancing your organizational data flow and accessibility.

Take advantage of these automations to enrich your HubSpot user management strategy and ensure a more connected and streamlined workflow. Explore more by downloading the Bardeen app.

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