How to Add Someone to Your HubSpot Account

Quick summary

Adding a new user to your HubSpot account takes just a few steps inside the Users & Teams settings. This guide walks you through entering an email address, assigning a seat, setting an access level, and sending the invitation.

Steps

1. Click the settings icon (gear symbol) in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. In the upper right corner, click Create user.
4. Enter the email address of the person you want to add.
5. Optionally, perform a bulk upload using a CSV file to add multiple users at once.
6. Assign the appropriate seat to the new user.
7. Choose their access level.
8. Click Create user to send the invitation.
9. Confirm the success screen showing the user has been invited, then click Done.