How to create a New User in HubSpot

Go to "Settings"

Click "Users & Teams"

Click "Create user"

Add the user's email and click "Next"

You'll then see two options to choose from "Start with Template" and "Start from Scratch"

If you have an Enterprise portal you will have a third option. These will need to be setup before you can assign the permission.

To start we recommend choosing the "Start with Template" option.

Once to click on this option you will be able to click "Choose a permission template" to choose the permission you want to allocate.

Click here to see the options

Click on the role that best matches the user.

You can then click on "Choose permissions" to further filter the permissions if you like.

Click here to open the options

Click here to change the permission

Click on the option you want to use

Click "Next"

You can then review the settings and send the invite.