Training | HubSpot | How to Add a User to a Team

Training | HubSpot | How to Add a User to a Team

Purpose

This training explains how to add a user to an existing team in HubSpot.
Learners will understand how to navigate to the Users & Teams settings, locate the correct team, search for a user, and add them to that team successfully.

Training Content

1. In HubSpot, click the Settings gear icon located in the top-right corner of the screen.

2. In the left sidebar, navigate to Users & Teams.

3. At the top of the page, click the Teams tab.

4. Locate the team you want to edit.

   • Example: Billing.

5. Click on the team name or select Edit.

6. A side panel will open with the team’s details.

7. Inside the Members section, click anywhere within the box to open the search field.

8. Use the search bar to find the user you want to add.

   • You can search by first name or email address.

   • If the user does not appear when searching by name, try searching by email instead.

9. Select the correct user from the list.

10. Click Save to confirm your changes.

11. The new user will now appear as a member of the selected team.

💡 Tip: Some users may only appear when searched by their email address. If a name search doesn’t work, try entering the full or partial email instead.

Video Walkthrough:

https://drive.google.com/file/d/1SEV5Ucwogc138Wjjl9B1gZCn35osOPQQ/view

Ownership

Technology Manager