Geteilte Anleitung

Add a new user in HubSpot

Create a new user in HubSpot by entering their email and selecting a role, enabling access and permissions tailored for effective collaboration within your account.

viktoriaviktoria
·9 Schritte·133 Aufrufe·Veröffentlicht

Create a new user in HubSpot by entering their email and selecting a role, enabling access and permissions tailored for effective collaboration within your account.

Step-by-step Guide9 Schritte

  1. Click here to connect your calendar

    This action allows you to link your calendar, enabling the app to highlight important meetings that help you manage your tasks effectively.

    Click here to connect your calendar
    Loading screenshot…
    100%

  2. Click the Users & Teams option

    Selecting 'Users & Teams' opens the user management settings, allowing you to view and manage user profiles and team permissions within your HubSpot account.

    Click the Users & Teams option
    Loading screenshot…
    100%

  3. Click the Add users button

    Click the Add users button
    Loading screenshot…
    100%

  4. Click the Create new button

    This action opens a form that allows you to create a new user account within the platform. You'll be able to specify user details and permissions during this process.

    Click the Create new button
    Loading screenshot…
    100%

  5. Click the Add email address field

    Clicking this field allows you to enter the email address of the new user you wish to create. Ensure you provide a valid email to facilitate further actions such as sending an invitation.

    Click the Add email address field
    Loading screenshot…
    100%

  6. Type the Email Address for the New User

    Enter "jane@newemployee.com" in the Email address field to associate this user with their account. This information is essential for sending invites and managing user access in the system.

    Type the Email Address for the New User
    Loading screenshot…
    100%

  7. Click the Add a user role option

    This action allows you to select a specific user role that will define the permissions and access level for the new user. Choose an appropriate role to tailor the user's experience in HubSpot.

    Click the Add a user role option
    Loading screenshot…
    100%

  8. Select the Standard user role

    Choose 'Standard user' from the user role dropdown to assign this access level to the new user. This role will determine the permissions and functionality available to the user within the application.

    Select the Standard user role
    Loading screenshot…
    100%

  9. Click the Add a user button

    This will allow you to create a new user by entering their email address, assigning a user role, and selecting a seat in HubSpot. If checked, an invitation will be sent to the new user.

    Click the Add a user button
    Loading screenshot…
    100%