App Tutorial

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

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
March 26, 2024
TL;DR

To add users to HubSpot, navigate to 'Settings', then 'Users & Teams', and click 'Create user'. Enter email addresses or import users, then set permissions.

This process ensures your team collaborates effectively within HubSpot.

Streamline your HubSpot user management by automating contact integration from GitHub and Gmail with Bardeen.

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.

Streamline your HubSpot user management with automation. Check out how Bardeen can integrate with HubSpot to automate your workflows. Download Bardeen now!

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.

Automate your HubSpot workflows. Integrate HubSpot with Salesforce, LinkedIn, and Slack for a seamless multi-channel outreach and instant alerts.

Automate HubSpot with Bardeen: Effortless CRM Updates

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!

Other answers for HubSpot

How to Add HubSpot Certification to LinkedIn

Learn how to manually add your HubSpot certification to LinkedIn by updating the Licenses & Certifications section, showcasing your achievements.

Read more
Log LinkedIn Messages in HubSpot

Learn how to log LinkedIn messages in HubSpot using third-party tools like Hublead for improved CRM efficiency and sales processes.

Read more
How to Create an Email Sequence in HubSpot

Learn how to create a HubSpot email sequence with this step-by-step guide, including setup, adding emails, tasks, and utilizing templates for marketing success.

Read more
Understanding Lead Conversion in HubSpot

Learn how to measure lead to customer conversion in HubSpot using conversion rates, CRM tracking, and custom reports for effective sales and marketing strategies.

Read more
Comprehensive Guide to Linking HubSpot to LinkedIn

Learn how to link HubSpot to LinkedIn, including Sales Navigator, to enhance CRM capabilities, streamline lead management, and optimize sales strategies.

Read more
Integrating LinkedIn with HubSpot

Learn how to integrate LinkedIn Sales Navigator with HubSpot for enhanced CRM capabilities, including step-by-step instructions for a seamless setup.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.