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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:

  1. Click "Settings"
  2. Click "Users and Teams"
  3. Click "Add User"
  4. Click "Create New"
  5. Enter email address for your HubSpot partner. That's  "andrea.hill@strategywerx.com" for your WeRx team support. 
  6. For the Seat, select "Partner Seat"
  7. For the Permissions, select "Partner Admin," which is HubSpot's recommended permission level for all HubSpot certified partners.
  8. Expand "Narrow access with a default permission set"
  9. For "Team," leave that blank.
  10. Click "Add User."

Video

 

And you've added your HubSpot partner to your HubSpot portal!