Managing users in HubSpot means controlling who has access, what they can do, and how they work inside the CRM. This is the responsibility of your HubSpot Admin.

Below is the standard HubSpot workflow for managing users:

1. Access the User Management Area

1. In HubSpot, click the Settings (⚙️) icon.
2. On the left-hand sidebar, select Users & Teams.

This is where you can view, edit, add, or deactivate users.

2. Add a New User

1. Click Create User.
2. Enter the user’s email address.
3. Select permission sets or customise permissions manually.
4. Choose which tools they can access — e.g. CRM records, deals, lists, reporting, or admin features.
5. Send the invite.

The user will receive an email to activate their account.

3. Edit Existing User Permissions

1. Select a user from the Users & Teams list.
2. Modify:
   • App access (CRM, Marketing, Sales, Service)
   • Record access (view/edit/delete)
   • Account administration
3. Save changes.

4. Suspend or Remove a User

If someone leaves the company or no longer needs access:

1. Open their user profile.
2. Toggle Deactivate user or remove them fully.
3. Reassign their records to another team member if needed.

5. Create Teams

Teams allow you to group users by:

• Department
• Region
• Role
• Pipeline access

To create or manage a team:

1. Go to Users & Teams
2. Click Teams
3. Create, rename or reorganise teams
   

This helps enforce permissions by department rather than user-by-user.