Filter Your Hubspot Main Navigation by Business Unit

When you manage multiple brands or product lines inside Hubspot, filtering the main navigation by business unit helps you keep tools and assets clearly separated. This guide explains how to configure business units, switch views in the navigation bar, and understand what changes when you filter your account.

What Is a Business Unit in Hubspot?

Business units let you organize your account when you operate several brands, regions, or lines of business from a single Hubspot portal. Instead of mixing everything together, you can group branding assets and some key tools by unit.

Typical use cases include:

• Running separate brands with different visual identities
• Managing multiple countries or regions under one account
• Separating B2B and B2C lines of business

Using business units with the main navigation helps admins and marketers stay focused on the right assets and settings for the brand they are working on.

Prerequisites for Using Hubspot Business Units

Before you can filter the main navigation by business unit in Hubspot, you must meet specific requirements. Some features are limited to certain plans, and core settings remain global.

Subscription and Access Requirements

• Your account must have the Business Units add-on.
• You need appropriate user permissions to edit account settings and branding.
• To use unit-specific tools, you may also need access to the related Hubs (e.g., Marketing Hub or Service Hub).

Global vs. Unit-Specific Areas in Hubspot

When you filter the main navigation, not every tool is affected. Some features stay global, while others adapt to the selected business unit.

Global areas (not filtered):

• Contacts database and lists
• Standard CRM objects and pipelines
• Reports and dashboards that pull from all units
• User management and account-level security

Unit-affected areas (filtered when applicable):

• Branding and appearance settings
• Domains and default brand-selected assets
• Marketing assets that support brand selection

This distinction means you still work in a unified CRM while using business units to keep visual identity and brand-level tools organized in Hubspot.

How to Filter the Main Navigation by Business Unit in Hubspot

You can switch business units directly from the top navigation bar. The selected unit updates eligible tools and branding options across the interface.

Step-by-Step: Change the Business Unit View

1. Sign in to your account
   Log in to your Hubspot portal using an account that has access to business units.

2. Locate the account name in the header
   In the top right corner of the main navigation, find your account name or company label next to your profile image.

3. Open the business unit selector
   Click the account name. If your account uses business units, you will see a drop‑down menu listing the available units.

4. Select the business unit
   Click the business unit you want to work in. The main navigation reloads with a view filtered for that unit where applicable.

5. Confirm the active unit
   After selection, the business unit name appears in the header so you can quickly confirm which unit you are currently viewing.

You can repeat these steps at any time to switch between brands when working across different segments inside Hubspot.

What Changes When You Filter Hubspot by Business Unit

Filtering by business unit in Hubspot primarily affects brand-related settings and supported marketing assets. This keeps each brand’s identity distinct while still leveraging a central account.

Branding and Appearance Settings

When a business unit is selected, its brand settings become active:

• Logo and color palette tied to the chosen brand
• Brand-specific favicon and typography selections where supported
• Email and page default styles that match the unit’s identity

These settings ensure each business unit maintains a consistent appearance in customer-facing assets.

Domains and URL Configuration

For accounts that use multiple domains, business units help map domains to specific brands:

• Primary website domains associated with a particular unit
• Subdomains reserved for that brand’s content or campaigns
• Default domain selection when creating new assets under the unit view

Switching units in Hubspot makes it easier to see and adjust which domains and URLs align to each brand.

Marketing Assets and Tools

Some marketing tools let you select a business unit when creating or managing assets. Under a filtered view, you may see:

• Default brand selection prefilled for forms, emails, or landing pages where supported
• Asset lists that can be sorted or filtered by business unit
• Brand-based organization of files, templates, and design tools

The goal is not to divide the core CRM, but to simplify how your team creates, organizes, and measures assets by brand inside Hubspot.

Best Practices for Managing Hubspot Business Units

To get the most from the navigation filter, use clear naming conventions and permissions that match how your company operates.

Design a Logical Unit Structure

• Base units on brands, regions, or product lines, not small teams.
• Keep the number of business units manageable to reduce confusion.
• Document which tools and assets belong to each unit for your team.

Align Teams and Permissions in Hubspot

• Limit access to sensitive brands where necessary using existing permission tools.
• Train teams on how to switch units from the main navigation.
• Standardize how to name assets (e.g., prefix with the brand or business unit).

Monitor Reporting Across Units

While many reports remain global, you can still analyze performance per brand by combining unit filters with other properties and lists. Ensure teams understand which dashboards show cross-unit metrics and which focus on a single business unit view.

Where to Learn More About Hubspot Business Units

For complete technical details about how the navigation filter and brand tools work together, see the official documentation on the Hubspot Knowledge Base: filter your account view by business unit in the main navigation.

If you need strategic help planning multi-brand architecture, migrations, or CRM governance, you can also work with a specialized consulting partner such as Consultevo to design a scalable Hubspot setup.

Summary: Using Hubspot Navigation Filters Effectively

By using business units and the main navigation filter in Hubspot, you can:

• Keep branding assets and domains clearly separated by brand
• Give teams a focused workspace for each business unit
• Maintain a single CRM while supporting multiple brands

Once your units are configured, switching between them from the navigation bar becomes a simple but powerful way to manage complex brand structures in one Hubspot account.

Need Help With Hubspot?

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