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How to Create a User in HubSpot ?
Created By Mitisha
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1 month ago
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document-icon Hubspot
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8 Steps
Creating a user in HubSpot allows team members to access the platform and collaborate on sales, marketing, and customer service activities. By adding users, you can assign roles, set permissions, and manage data access based on each person's responsibilities. This ensures that everyone on your team can work efficiently within the system while maintaining security and organization. Whether you're onboarding new employees or expanding your team, setting up users in HubSpot helps streamline workflows and improve productivity. With user roles and permission levels, you can tailor access to specific tools and data, keeping your CRM structured and aligned with your business goals.
document-icon
How to Create a User in HubSpot ?
By Mitisha
|
document-icon Hubspot
|
8 Steps

2
Click on the "Settings"
Select Account & Settings
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3
Click "Users & Teams"
In the left sidebar, go to Users & Teams.
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4
Click "Create user"
click on create user
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5
Click on "Custom Invite" to Invite Users
Invite your users with custom access permissions
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6
Click the "Email address" field
Enter your hub spot email address
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7
Upload a file and click on "Next"
Upload a CSV file or a plain text file saved in CSV format to import your data.
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8
Click on "Choose how to import users"
After uploading the file, click on choose how to import users and select the option to create new users.
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