Setting Up New Users in HubSpot

If you wish to add workers as 'new users' on your HubSpot CRM account,  you will need to register them before their work can become integrated. For instance, even if you give team members the BCC forwarding address to log emails, their emails will get logged into the CRM only after you have already registered those team members. Additionally, when adding these workers as new users, you will also need to set their permissions. For instance, regarding your list of contacts (leads), you must establish how much access you grant workers to view your contact list, communicate with and edit the contact details. Some activities are listed below. This post will illustrate the setup process. See more

To add new users

• In your HubSpot account, click the settings icon in the main navigation bar.
• Click Users & Teams in the left sidebar menu. 
• Click Create user.
• Enter the email address(es) into the 'Add email address(es)' field. (If you are adding multiple users at the same time, separate email addresses with a space. Then click Next.). 
• Your team member / new user will receive an email message in your inbox from HubSpot (as pictured below)
  

To change team assignment, make a new user the super admin or remove the user

• In your HubSpot account, click the settings icon in the main navigation bar.
• Click Users & Teams in the left sidebar menu. 
• Click the name of the user.

To set permissions for new users
There is a range of settings that range from 'owned only' on one extreme to 'everything' on the other extreme. For instance, workers with the 'owned only' permissions will only see those contacts records they 'own' (ie were assigned to) when they access their contacts dashboard. 

See how to set not only which deals a new user can see but also what 'properties' (ie fields) within each deal (s)he can see.

If you want the new user to see unassigned contacts (ie contacts to whom team member user ownership has not yet been assigned), select the 'Unassigned' checkbox.

• In your HubSpot account, click the settings icon in the main navigation bar.
• Click Users & Teams in the left sidebar menu. 
• Click the name of the user.
• Use the tab and tab content options as checklists. For instance, below illustrates options for 'Contact access'. Go through each item within each tab before advancing through other tabs (like Marketing). In the example below, the new user will view only those contacts that (s)he owns.

CONTENT RELATED TO ADDING NEW USERS / TEAM MEMBERS IN YOUR HUBSPOT CRM

• See how to set not only which deals a new user can see but also what 'properties' (ie fields) within each deal (s)he can see.
• How to Assign Ownership of Contacts and Deals to HubSpot CRM users / virtual team members
• Bulk editing fields within HubSpot (like lifecycle stages for multiple contacts at once).