Add user to HubSpot
1. Log into HubSpot.
2. Go to settings icon.
3. Scroll down to User and Teams.
4. Click on Create User.
5. Take the shared email address shared by the client for the new user and enter this into the new user setup feature.
Select Permissions for user:
6. Select the Use a customer permission set
7. Click on the narrow access with a custom permission set drop down.
IF the new user is in sales role and require a sales seat select the Community/ Sales Plus option
IF the user is not in a sales role then select Community / Sales Manager option
Select a seat if required:
IF Sales Seat is required then:
Note: Venture X only allows 1 x sales seat per location
1. After creating the user double check that the Sales Seat is allocated to the user by searching for the user after creation in the User and Teams window and going to the Seats toggle:
2. In the search bar search for the new user you created and see if they have a sales seat allocated next to their name:
Add user to Location/Team:
8. After you have created the use and allocated a seat if needed you will now need to add them to a team in order to make sure that they can only see leads for their location. To do this:
- Search for the user in User and Teams.
- Hover over the new user created and click on Actions:
- In the drop down select Edit Main Team
- Add user to the location that they work for