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How do I activate a new user in the New Haven HubSpot instance ?

Activate a new user in HubSpot and set up their roles, permissions, and ownership.

Step 1 – Access User Settings

1. Log in to HubSpot (New Haven instance) with admin rights.

2. Click the Settings (gear icon) in the main navigation bar.

3. In the left-hand menu, go to Users & Teams.

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Step 2 – Add a New User

1. Click Create user.

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Step 3 – Add User Email

1. Enter the user’s email address.

2. Select Next to proceed.

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Step 4 – Assign Roles

1. Choose the correct role (e.g., Sales, Service, Admin) based on the user’s responsibilities.

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Step 5 – Assign Permissions

When adding a new user, choose how to set their permissions:

Options available:

  • Use seat permissions – Apply the default permissions for the selected seat (e.g., Sales Enterprise Seat).

  • Use a custom permission set – Apply an existing permission set or grant Super Admin access if approved.

  • Start with a template – Copy another user’s permissions or use a role-based template.

  • Start from scratch – Build a custom permission setup for this user.

Important: Always follow New Haven’s role matrix or approval process before granting elevated permissions like Super Admin.

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Step 6 – Send Invitation

1. Review the user’s details and permissions and send invite.

2. Click Create User.

3. The user will receive an activation email with login instructions.

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Step 6 – Post-Activation Checks

After activation, confirm that:

  • The user can log in successfully.

  • Permissions align with their role.

  • Manager has confirmed the setup.

Once the user is activated with the correct permissions and ownership, the setup is complete — ensuring they can work seamlessly within New Haven’s HubSpot instance.