In the rapidly evolving digital world, granting the right access to your HubSpot portal is crucial for effective management and assessment. Super admin access allows trusted partners like Media Garcia to comprehensively analyze and optimize your portal. This guide will walk you through the process of giving someone super admin access in HubSpot.
Step 1: Log into Your HubSpot Account Start by logging into your HubSpot account. Ensure you have administrative privileges to modify user roles.
Step 2: Navigate to 'Settings' Once logged in, click on the settings icon in the main navigation bar. This will take you to your account settings where you can manage users and permissions.
Step 3: Access 'Users & Teams' In the settings menu, find and select the 'Users & Teams' option. This section allows you to manage all the users associated with your HubSpot account.
Step 4: Add a New User Click on the 'Create user' button to add a new user. Enter the email address of the person (in this case, your Media Garcia contact) you want to grant access to.
Step 5: Assigning Super Admin Role After entering the email, you will be prompted to set permissions. Select 'Super Admin' from the list of roles. This role grants full access to all tools and settings in your HubSpot account.
Step 6: Send Invitation Once you've assigned the role, send an invitation to the new user. They will receive an email with instructions to access your HubSpot portal.
Step 7: Confirmation Wait for the user to accept the invitation. Once accepted, they will have super admin access and can start assessing your portal.
Conclusion Granting super admin access in HubSpot is a straightforward process. By following these steps, you can ensure that experts like Media Garcia have the necessary access to provide comprehensive assessments and recommendations for your HubSpot portal.
January 12, 2024