Trying to add your Werx.Marketing HubSpot Partner or your team members to your HubSpot account? Here's how!
Here are the steps to create a new user, and a quick video to walk you through it.
Steps:
- Click "Settings"
- Click "Users and Teams"
- Click "Create user"
- Enter email address (if you're setting up Werx.Marketing as your HubSpot partner, enter "andrea.hill@strategywerx.com" here. That is the primary email address associated with our HubSpot Partner account.).
- Click "Next"
- Expand "Narrow access with a default permission set"
- Select the template that fits the user (if you're setting up Werx.Marketing as your HubSpot partner, scroll up in the template selection box and select "Super Admin")
- Click "next"
- On the next screen, leave the checkbox empty and click "send"
- Click "Done"
Video
Transcript Summary
The transcript is a tutorial on how to add users to a HubSpot account. The speaker explains that only an admin can perform this activity and describes the process step-by-step. The first step is to click on the Settings icon, then select Users and Teams, and click on Create User. Users can be added individually by entering their email address or by uploading a CSV file for multiple users. The speaker recommends starting with the default permission set or a saved permission set and then editing it if necessary. Paid features can also be added to users if appropriate for their role. The speaker also mentions the option to opt-out of sending an email invite when the user is added to HubSpot.
In summary, the tutorial provides a clear and concise guide on how to add users to a HubSpot account. The speaker emphasizes the importance of being an admin to perform this activity and recommends starting with the default permission set or a saved permission set. The tutorial also highlights the option to add paid features to users and the importance of sending an email invite to the user.
Full Transcript
[00:00:00.000]
A quick video to show you how to add users to your HubSpot account. In your HubSpot account, and of course, you have to be an admin [00:00:15.120] to do this activity, in your HubSpot account, go to the Settings icon, which is in the top right section of your screen in the gray toolbar. Click the icon, and then under Settings in the left panel, go down to Users and Teams, [00:00:30.280] and click Users and Teams. From there, in the top right section of the screen, you'll see an orange button that says Create User. Click that and then add the email address of the user you want to add. [00:00:47.580] And of course, if you're adding the Works team as your partner in this account, you're going to want to add the email address, andreah. Hill@strategyworks. Com, because that's the email address [00:01:02.940] that our partner account is associated with. I can't add that here because that address already belongs to this system. Now, if you're adding a large number of users, you can choose to upload a CSV file. But for today, we're just going to add one user. So we click the orange button [00:01:18.360] in the bottom right corner that says Next, and we come to this new screen that gives us three options.
[00:01:23.980]
The first option is to start with the default permission set. The default permission sets in HubSpot are quite good. They do a good job of identifying the activities most often done by people in certain roles in a company. [00:01:38.980] But if your company has asked us to set up a particular permission set for you or different permission sets for your users, you could choose this box, the user saved permission set, or you can build the user permissions from scratch. We don't recommend building [00:01:54.480] from scratch because it can take a lot longer than it needs to. You're better off starting with either a saved permission set or the default permission set and then editing from there. But for right now, we're going to start with the default permission set. Go to the bottom right corner and click the orange button [00:02:09.830] that says Next. And here we can select our default permission set. If you click the carrot in this select template box, you'll see all the permission sets that are available. So select the one that is most closely associated [00:02:25.240] with the user you're adding. And of course, if you're adding your Works Marketing partner, you're going to choose the super admin template.
[00:02:34.370]
Then go into the lower right-hand corner and click the orange Next button. And the next screen will show you paid features on your account, and you can add the paid features to this user if the paid features of a particular [00:02:49.720] function are suitable for their role. After that, go to the orange button in the bottom right corner and click Next. And you're almost done. You can review the permissions on this page. Now, you'll notice at the top of the page, you have the option to opt out [00:03:05.440] of sending an email invite when the user is added to HubSpot. So if you click this button, don't forget to reach out to the user later and send them an invite and tell them how to get into their account. Most of the time, we just leave this box unchecked, and that way the [00:03:20.760] user automatically gets notified when they're added. Then go to the bottom right corner. The orange button now says Send. Click send, and that's it. You have added the user and they've been sent an invite in this case. And [00:03:35.980] now you can go to the bottom right corner and click the orange button that says done.
[00:03:40.170]
And you've added a new user to your HubSpot account.