Skip to content
Contact us
  • There are no suggestions because the search field is empty.

How to create and add users to HubSpot

Adding users to your HubSpot account allows your team to access the tools, data, and functionality they need. 

How to Create Users

  1. In your HubSpot account, click the Settings icon in the top navigation bar.

  2. In the left sidebar menu, navigate to Users & Teams.

  3. In the upper right, click Create user.

Ways to Add Users

You can add users using one of the following methods:
  1. Email address  : Enter one or more email addresses manually (separated by commas or spaces).
  2. CSV file : Import up to 100 users at a time using a CSV file with an "Email" column.
  3. Integrations : Import users from connected apps like Salesforce, Zoho, Pipedrive, NetSuite, or Microsoft Dynamics 365.

After selecting or uploading your users, click Next to proceed.

Assign Seats and Set User Access

Depending on your account type and subscription:

  1. Assign a Seat (if applicable):

    • Choose from available seat types:

      • Core Seat: Full platform access based on your subscription.

      • Sales Hub Seat: Access to Sales Hub Professional/Enterprise features.

      • Service Hub Seat: Access to Service Hub Professional/Enterprise features.

      • View-Only Seat: View access without edit capabilities.

      • Partner Seat: For HubSpot Solutions Partner users.

  1. Choose How to Set Access:

    • Use seat permissions: Apply default permissions based on the seat.

    • Make Super Admin: Give the user full access to manage users, tools, and settings.

    • Start with a template: Assign permissions based on a prebuilt role template.

    • Start from scratch: Customize permissions manually.

  2. Choose Permissions:

    • Toggle permissions on or off based on the user’s role.

    • (For accounts created before March 5, 2024: toggle Sales Access or Service Access manually under each tab.)

  3. Click Next.

Review and Finalize User Setup

  • Review the Seat assignment and Permissions for accuracy.

  • (Optional) If the user already has a HubSpot password from another account, you can skip the welcome email by checking Don't send an email invite when this user is added to HubSpot.

  • Click Create user.

The new user will receive a welcome email prompting them to set up their password and log in.

Customize User Settings After Creation

After creating a user, you can:

  • Send invite link: Copy the user’s unique invite link and share it.

  • Add users to teams: Assign the user to a main team and extra teams.

  • Assign presets (Professional and Enterprise only): Apply pre-configured settings.

  • Save permission sets (Enterprise only): Save the permissions setup for future reuse.

If the Invite Email Doesn't Arrive

If the user doesn't receive the invite email:

  1. Ask them to check their Spam or Junk folders.

  2. Verify the email address was entered correctly and is active.

  3. Check with your IT team to ensure HubSpot's emails are not blocked (allowlist HubSpot’s IP addresses).

  4. If needed, contact HubSpot Support to manually unblock the email address.

  5. Alternatively, send the user a password reset email directly from the login page.