Having the ability to control users is an important aspect of any platform. If you are unfamiliar with HubSpot or have never done it before, this article will provide step-by-step instructions on how to add new users to your HubSpot account.
Prerequisites
Before you can add new users to your HubSpot account, you must have super admin permissions or have a specific user role that allows adding new users. Because managing users involves accessing sensitive data and changing user roles, it’s crucial for security reasons that only authorized users can perform these actions.
Step-by-Step Guide
Here are the steps you should follow to add a new user to your HubSpot account:
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Log into your HubSpot account: Visit the HubSpot login page and enter your credentials to access your account.
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Access your account settings: On the top right corner of your HubSpot dashboard, you’ll see your account name. Click on it, and then click on Settings.
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Navigate to Users & Teams: In your account settings, look for the Users & Teams section on the left side.
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Add a new user: Click on the orange Add User button on the right side. A form will appear, asking you for the new user’s information.
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Fill in the user’s information: Enter the new user’s email address. You can also assign them to a team and give them a role.
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Send invite: Once you’ve filled in the details, click on the Send invite button. The new user will receive an invitation to join your HubSpot account and will have to accept it to complete the process.
Conclusion
Managing users in HubSpot is quite straightforward. By following these steps, you should be able to add new users to your HubSpot account with ease. Remember that managing users involves sensitive information, so only authorized users should have access to these settings.
