HubSpot is a powerful marketing and sales platform that can help businesses grow their customer base and increase revenue. One of the key features of HubSpot is its ability to manage users and permissions, allowing you to control who has access to your data and tools.
Step 1: Log in to HubSpot
To add users to HubSpot, you’ll need to log in to your account. Once you’re logged in, navigate to the “Settings” tab in the top navigation bar.
Step 2: Navigate to Users & Teams
Within the Settings tab, click on “Users & Teams.” This will take you to a page where you can manage your users and their permissions.
Step 3: Create a New User
To add a new user to HubSpot, click on the “Create” button in the top right corner of the screen. This will take you to a form where you can enter the user’s information.
- Enter the user’s first and last name
- Enter their email address
- Select their role (e.g., Marketing, Sales, or Service)
- Assign them to a team (if applicable)
- Set their permissions (e.g., read-only access, full access, etc.)
Step 4: Save the User’s Information
Once you’ve entered all of the user’s information, click on the “Save” button to add them to HubSpot. They will receive an email with instructions on how to log in and set up their account.
Adding users to HubSpot is a simple process that can help you manage your team’s access to the platform. By following these steps, you can ensure that your data and tools are secure and that your team has the resources they need to succeed.