---
title: How do I activate a new user in the New Haven HubSpot instance ?
description: Step-by-step guide to activating a new user in the New Haven HubSpot instance, including role setup, permissions, and ownership assignments
---

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September 23, 2025

# 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**.

    ![1-2](https://help.newhavenmortgage.com/hs-fs/hubfs/1-2.png?width=670&height=303&name=1-2.png)

**Step 2 – Add a New User**

1\. Click **Create user.**

    ![1-3](https://help.newhavenmortgage.com/hs-fs/hubfs/1-3.png?width=670&height=303&name=1-3.png)

**Step 3 – Add User Email**

1\. Enter the user’s **email address**.

2\. Select **Next** to proceed.

    ![2-2](https://help.newhavenmortgage.com/hs-fs/hubfs/2-2.png?width=670&height=303&name=2-2.png)

**Step 4 – Assign Roles**

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

    ![3-1](https://help.newhavenmortgage.com/hs-fs/hubfs/3-1.png?width=670&height=303&name=3-1.png)

**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.

    ![4-1](https://help.newhavenmortgage.com/hs-fs/hubfs/4-1.png?width=670&height=303&name=4-1.png)

**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.

    ![5-1](https://help.newhavenmortgage.com/hs-fs/hubfs/5-1.png?width=670&height=302&name=5-1.png)

**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.

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