HubSpot Access Guide - Client Help Centre
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Give us access to your HubSpot account

Add us as a separate HubSpot user so we can work on the website-related parts of your account without needing your login details.

Before you start

You need to be a Super Admin in HubSpot to add a new user and customise their permissions.

!

Please don't send us your HubSpot password.

Add us as our own user instead. You can review or remove our access later.
1
Account settings

Open Users & Teams

Sign in to HubSpot, click the Settings icon in the top navigation bar, then choose Users & Teams from the left-hand menu.

In the upper-right, click Add users -> Create new.

Open HubSpot
2
Add the user

Enter our email address

Enter the email address below as the new user. Keep Send email invites to these users enabled so HubSpot sends us the invitation.

Email addressdquarton@gmail.com
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Seats

If HubSpot asks you to assign a seat, use the lowest-cost seat that still allows the permissions we need. For simple website and form work, we normally do not need a paid Sales or Service seat.
3
Permissions

Give us the access needed for the website

HubSpot lets you either use a template or assign permissions manually. Choose Start from scratch or Manually assign permissions, then enable the website-related tools we have asked for.

HubSpot Manage user access screen
Actual HubSpot permissions screen from HubSpot's current documentation.
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Recommended approach

For routine website work, give us only the tools we need, for example website/content, forms and related settings. Do not make us a Super Admin unless we have specifically asked for it.

If you are unsure which individual permissions are required, add the user first with limited access and we can tell you exactly what is missing.

4
Review

Send the invitation

Review the user's seat and permissions, then click Create user or Add user. HubSpot will email us an invitation.

HubSpot review permissions screen
Actual HubSpot review screen from HubSpot's current documentation.
✓

That is it.

Once the invitation reaches us, we will accept it and let you know if any additional permission is required.

A note about access

HubSpot permissions can be changed at any time from Settings -> Users & Teams. This is safer than sharing a login and lets you remove our access cleanly if it is no longer needed.