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How do I add a new user to HubSpot?

Getting a new teammate into your system.

An admin on your team adds new users from HubSpot's users & permissions settings — you invite the person by email and assign their permission level, and they get an email to set up their login.

Two things to get right:

  • Permissions. Give people the access their role needs and no more. If you're not sure what level fits, ask us — we set your system up and can recommend the right permissions.
  • Seats. Some paid tools are seat-based, so certain kinds of access depend on available seats in your subscription.

If you'd rather we handle it, or you want new users set up consistently with how your system is built, reach out to your BrightReach contact and we'll take care of it.