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Hupspot partner admin access guide

How to Manage Hubspot Partner Admin Access for Employees

Managing partner admin access correctly in Hubspot is critical for protecting client portals while still giving partner employees the tools they need to support and manage accounts efficiently.

This guide walks you through how partner admins work, how to add or remove partner employees, and how access flows across client accounts from a single partner-level setting.

Understanding Hubspot Partner Admin Access

Before changing any settings, it is important to understand what partner admin access actually controls. At the partner-level account, a single permission can enable or disable broad access for specific partner employees across multiple portals.

When a partner admin is granted access to a client account from the partner account, the client account owner does not need to manually add that user. This centralizes control and can save time for agencies and solution partners who manage many portals at once.

Key capabilities of Hubspot partner admins

  • View and manage multiple linked client portals from a partner account.
  • Access is governed from the partner account rather than each individual client portal.
  • Changes to access at the partner level can be made by another partner admin, an account admin with appropriate access, or by revoking certain rights entirely.

Limitations and security considerations

  • Only designated partner admins can update these rights.
  • Client account owners retain control over other user-level settings within their own portal.
  • Removing access at the partner level is immediate and prevents further partner-level interactions in those client portals.

Who Can Grant Hubspot Partner Admin Access

In a Hubspot partner environment, not every user can change partner admin privileges. Typically, partner organization owners or admins assigned with super admin or equivalent high-level rights will have the ability to edit which employees are considered partner admins.

These users can open the partner tools within the account and control which employees can be given the special partner admin role. Standard users without these rights will not see or edit partner admin configuration.

Best practices for choosing Hubspot partner admins

  • Limit partner admin rights to senior staff who understand client contracts and obligations.
  • Choose users who are trained in permission management and data privacy.
  • Review partner admin assignments regularly, especially during staff turnover.

How to Grant Hubspot Partner Admin Access

Once you have the correct permissions, you can assign partner admin rights to an eligible employee. The exact labels, buttons, and navigation may vary slightly by account configuration, but the process typically follows a consistent flow.

Step-by-step: assign Hubspot partner admin

  1. Sign in to your partner account using an administrator-level user.

  2. Open the main navigation and go to your partner tools or partner settings area.

  3. Locate the section that lists your partner employees or users linked to the partner account.

  4. Select the employee you want to promote to partner admin. This is usually done by clicking their name or an associated actions menu.

  5. Find the permission or toggle related to partner admin access. Enable this permission to grant extended access to client accounts connected to your partner organization.

  6. Save or confirm your changes so that the new partner admin status is applied.

After these steps are complete, the employee will be able to act as a partner admin for eligible client portals that are governed by your partner agreement.

How Hubspot Partner Admin Access Works in Client Accounts

When you add a partner admin at the partner level, Hubspot automatically manages their access to certain client portals tied to the partner account. This removes the need for the client to invite them manually but still respects any contractual or account-level constraints.

In most cases, a partner admin will be visible as a user inside a client portal and can perform actions aligned with their role. However, the exact permissions they hold in each client portal can be influenced by additional security settings, user role definitions, or agreements in place between the partner and the client.

Typical actions for Hubspot partner admins in client portals

  • Assist with onboarding, configuration, and technical setup.
  • Help manage marketing, sales, or service tools configured for the client.
  • Review performance, troubleshoot issues, or help optimize portal usage.

Editing or Removing Hubspot Partner Admin Access

There may be times when you need to adjust or fully remove partner admin rights for an employee. This could be due to role changes, offboarding, or shifting responsibilities among the team.

Steps to update existing Hubspot partner admins

  1. Sign in as an account or partner-level admin with authority to manage permissions.

  2. Navigate to your partner tools or the settings area that lists partner employees.

  3. Find the user whose partner admin rights you want to change.

  4. Toggle partner admin access off, or adjust related permissions as needed.

  5. Save the changes to ensure they take effect across the associated client portals.

Once partner admin access is removed, that employee will no longer have the wide-reaching access they previously held in those client accounts. Any future access would require re-enabling permissions from the partner account or being added directly by the client portal owner.

Keeping Hubspot Partner Access Secure

Because partner admins can have broad access to multiple client accounts, your internal controls are essential. Managing this correctly in Hubspot helps maintain compliance with client agreements and data protection standards.

Recommended security practices

  • Conduct periodic access reviews to verify which employees are partner admins.
  • Remove rights immediately when staff leave the organization or change roles.
  • Document internal procedures for granting and revoking partner admin rights.
  • Coordinate with client account owners about which partner users will have access.

Additional Resources for Hubspot Partner Admins

For more detail on the official process and any product updates, consult the original Hubspot documentation about partner admin access here: Hubspot partner admin access reference.

If you need strategic help designing access policies, agency workflows, or performance reporting across multiple client portals, you can also work with a consulting partner such as Consultevo to refine your overall approach.

By carefully managing partner admin rights in Hubspot, you can balance security and efficiency, ensuring that your team can support client portals effectively while still respecting access boundaries and governance requirements.

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