---
title: How to Deactivate a user in HubSpot
description: Step-by-step guide to deactivating a user in the New Haven HubSpot instance.
---

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September 24, 2025

# How to Deactivate a user in HubSpot

## This article demonstrates how a user can be deactivated in the New Haven HubSpot instance by first reassigning their deals and mortgages.

**Step 1 – Go to User Settings**

1\. Log in to HubSpot with Super Admin permissions.

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

3\. In the left-hand menu, select Users & Teams.

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

**Step 2 – Find the User**

1\. Use the **search bar** to locate the user by name or email.

2\. Click on the user’s profile to open their details

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

**Step 3 – Reassign Ownership**

In the user’s profile, review all **records and assets** listed under **Review user’s records and assets** section. The system will display counts of items currently owned by the user.

**Reassignment Actions:**

1\. Click **View all** to see individual records or use **Bulk Assign All** to transfer ownership in one step.

2\. Reassign according to New Haven’s process:

- - **Deals & Mortgages → Servicing Specialist**
    - **Contacts & Companies → Correct account owner**
    - **Tickets & Tasks → Relevant team member**
    - **Meetings → Appropriate manager or host**

**Important:** Ensure all assets are reassigned before deactivating the user to avoid gaps in ownership.

    ![6](https://help.newhavenmortgage.com/hs-fs/hubfs/6.png?width=670&height=304&name=6.png)

**Additional Ownership Fields**

When reassigning ownership from Review user’s records and assets, only records where the **Owner** field matches the selected user are updated.

This does **not** cover cases where the user is assigned in other fields, such as:

- **Servicing Specialist**
- Other **HubSpot user-type properties** (e.g., Loan Officer, Account Manager, etc.)

To ensure a complete transfer:

1\. Create a **list or report** to identify records where the deactivated user is assigned in these custom fields.

2\. Use **bulk edit** or **workflow updates** to reassign these fields to the appropriate replacement user.

3\. Verify that all custom user-type properties (especially Servicing Specialist) have been reassigned.

    ![7](https://help.newhavenmortgage.com/hs-fs/hubfs/7.png?width=670&height=304&name=7.png)

    ![8](https://help.newhavenmortgage.com/hs-fs/hubfs/8.png?width=670&height=303&name=8.png)

**Step 4 – Deactivate the User**

1\. From the user profile, click **Actions**.

2\. Choose **Deactivate User**.

3\. Confirm your choice.

    ![4](https://help.newhavenmortgage.com/hs-fs/hubfs/4.png?width=670&height=304&name=4.png)

Once the user is deactivated and ownership is reassigned, the process is complete — ensuring business continuity and compliance with New Haven’s procedures.

- [Getting started](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#main-content)

    - [Activity](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#activity)
    - [Cleanup](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#cleanup)
- [General](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#main-content)

    - [Setup](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#setup)
    - [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#processes)
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- [Deals](https://help.newhavenmortgage.com/newhaven-knowledge-base/deals?hsLang=en-ca)
- [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#main-content)

    - [Fulfillment](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#fulfillment)
    - [Servicing](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#servicing)
    - [Underwriting](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#underwriting)
- [Data Management](https://help.newhavenmortgage.com/newhaven-knowledge-base/data-management?hsLang=en-ca)

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