Guide: Add Users to HubSpot Account in 5 Steps

How to Add Users to HubSpot

Adding users to your HubSpot account is a straightforward process, but it requires specific permissions. If you have "Add and edit users permissions" in your HubSpot account, you can create new users and customize their permissions. This guide will walk you through the steps to add users, manage their permissions, and address common issues such as bounced email invites.

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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 top navigation bar.
2. Navigate to Users & Teams in the left sidebar menu.
3. Click Create user.
4. Add users by entering their email addresses into the Add email address(es) field, importing users from a CSV file, or importing users from integrations such as NetSuite, Microsoft Dynamics 365, Pipedrive, Zoho, or Salesforce.
5. Click Next to proceed to set up user access levels.

Note: Only 100 users can be added in a single CSV import. For more than 100 users, multiple imports are required.

Set Up User Access Levels

After adding users, you'll need to assign seats and permissions:

1. Click Assign a seat to expand the section and select the correct seat type for the user. HubSpot offers various seat types including Core Seat, Sales Hub Seat, Service Hub Seat, View-Only Seat, and Partner Seat.
2. Click Choose how to set access to expand the section and select one of the permission setup options: Use seat permissions, Make Super Admin, Start with a template, or Start from scratch.
3. Click Choose permissions to expand the section and toggle the permissions on and off as needed.
4. Click Next to review user access and seat assignment.
5. If the user has already set up a HubSpot password for another account, you can skip sending the welcome email by selecting the Don't send an email invite when this user is added to HubSpot checkbox.
6. Click Create user to complete the user setup process.

Accounts created prior to March 5, 2024, will not see the Assign a seat section during the user setup process and should begin at the Choose how to set access section.

Manage Paid Users in HubSpot

To manage paid users, you must purchase paid seats. Users with Modify billing permissions can add or remove paid seats. When adding or removing seats, billing will be adjusted after your renewal date at the start of your next subscription term. Seats currently assigned to users cannot be removed from your account.

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Troubleshoot a Bounced Email Invite

If a teammate can't find the invite email in their inbox, follow these steps:

1. Ask the user to check their Junk or SPAM folder.
2. Confirm the email address was spelled correctly and is active.
3. Check with your IT team to determine whether a firewall may be preventing HubSpot emails from being delivered.
4. If the initial delivery attempt fails, contact HubSpot Support to manually unbounce the address.

If the invite email was delivered but the user still cannot locate it, you can give them account access by sending a reset password email. The new user can also do this directly from the login screen.

While manually adding users to your HubSpot account is a clear-cut process, automating this and related CRM tasks can significantly enhance efficiency and data accuracy. For instance, automating the addition of contacts and syncing data between different platforms ensures that your HubSpot account remains updated without the need for constant manual input. Here are some ways Bardeen can help automate your HubSpot operations:

1. Sync New GitHub User Email as HubSpot Contact: This playbook automates the task of creating a new contact in HubSpot using the email of a new GitHub user, streamlining the process of adding new contributors or team members to your CRM.
2. Save a HubSpot company as a new Salesforce account: Seamlessly transfer company data from HubSpot to Salesforce with this playbook, ensuring your sales teams have access to the latest account information for more effective prospecting.
3. Save LinkedIn profile & company to HubSpot as a new contact: This playbook simplifies the process of sales prospecting by automating the transfer of valuable lead information from LinkedIn into your HubSpot CRM for further nurturing and follow-up.

Automating these aspects of your HubSpot operations not only saves time but also ensures your data is accurate and up-to-date. Get started by downloading the Bardeen app.