HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to create users in HubSpot

Here is how to create users in hubspot

First click on the "Settings" icon in the top menu
Then click on the "Users & Teams" option in the left sidebar
Next click on the "Users" tab in the main content area
Click the "Create user" button in the upper right
Enter the user's email addres in the email address field, to add multiple addresses separate them with a comma or space
Click on the "CSV file" to import users from a CSV file
Click on the seat assignment dropdown menu
Choose the correct seat type from the dropdown
Next select the appropriate permission setup option
Click on the "No team assigned" dropdown
And assign the user to a team if needed
Review user access and seat assignments, then click "Create user" to complete the process
The new users will now receive an email invitation to join your HubSpot account
You can also copy the invite link and send it to them on any platform
Finally click the "Done" button to complete the process

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Why should you create users in HubSpot

HubSpot is a comprehensive platform designed for seamless inbound marketing, sales, and customer service management.

Creating users in HubSpot is an intuitive feature that ensures efficient team collaboration and access control. By managing users effectively, you can tailor each user's permissions to match their role, which enhances productivity and security.

This feature helps streamline processes by allowing the right individuals to access vital data. It promotes accountability and ensures that team activities are coordinated for optimal results.

Last update

February 6, 2026

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