How Do I Add My HubSpot Partner to Our HubSpot Portal?
Trying to add your Werx.Marketing HubSpot Partner or 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 "Add User"
- Click "Create New"
- Enter email address for your HubSpot partner. That's "andrea.hill@strategywerx.com" for your WeRx team support.
- For the Seat, select "Partner Seat"
- For the Permissions, select "Partner Admin," which is HubSpot's recommended permission level for all HubSpot certified partners.
- Expand "Narrow access with a default permission set"
- For "Team," leave that blank.
- Click "Add User."
Video
And you've added your HubSpot partner to your HubSpot portal!