How to Add a Billing Admin in Hubspot

Managing payments and subscription details in Hubspot is easier when you assign a dedicated billing admin who can securely handle invoices and receipts without needing full account access.

This step-by-step guide explains how to add, edit, and remove a billing admin, following the official process outlined in the Hubspot knowledge base.

What a Hubspot Billing Admin Can Do

Before you change any settings, it is important to know exactly what billing admins can access in Hubspot.

A billing admin can:

• View and download invoices and receipts
• Update payment methods and billing details
• Review subscription information and renewal dates
• Receive billing-related notifications via email

They cannot access your full CRM, marketing, or sales data unless you grant those permissions separately.

Requirements to Add a Billing Admin in Hubspot

Only specific users can assign billing admins, and Hubspot enforces this for security and compliance.

• You must be a Super Admin or have permissions to modify account billing.
• You need the email address of the person who will become the billing admin.
• The user must exist in your account or be invited during the process.

Check your user permissions first so you can complete the steps without interruption.

Step-by-Step: Add a Billing Admin in Hubspot

Use the following steps to assign billing admin access correctly in your Hubspot account.

Step 1: Sign in to Your Hubspot Account

1. Go to your account login page and sign in with your admin credentials.
2. If you manage multiple accounts, select the correct account from the account switcher.

Always confirm you are in the right Hubspot portal before changing billing settings.

Step 2: Open Your Hubspot Account Settings

1. In the main navigation bar, click the settings icon (usually a gear symbol).
2. This opens the primary settings area where you manage users, security, and billing.

All account-level settings, including billing admin options, are controlled from here in Hubspot.

Step 3: Go to Billing & Account Details

1. In the left sidebar, find and select the billing or account settings section.
2. Look for options labeled billing, payments, or account information.
3. Open the billing screen where you normally review invoices or payment methods.

On this page, Hubspot displays your subscription details, upcoming charges, and existing billing contacts.

Step 4: Locate the Billing Admin Management Area

1. Within the billing section, scroll to find the billing contact or billing admin area.
2. You should see a list of current billing contacts and an option to add or edit them.

This is where you assign which user will act as your billing admin in Hubspot.

Step 5: Add a New Billing Admin

1. Click the button or link to add a new billing contact or billing admin.
2. In the form that appears, select an existing user from the dropdown, or enter a new email address to invite them.
3. Confirm that the checkbox or toggle for billing admin access is enabled for this user.
4. Save or confirm your changes.

After you save, Hubspot grants that user billing-level permissions, and they will start receiving billing notices.

How to Edit a Hubspot Billing Admin

You may need to update who receives invoices or change email addresses over time. Hubspot lets you modify billing admins quickly.

Update an Existing Billing Admin

1. Return to the billing section in your account settings.
2. Find the current billing admin in the contact list.
3. Click edit or manage next to their name.
4. Update email information or adjust which subscriptions they manage.
5. Save the changes.

The updated contact details take effect immediately in Hubspot and future billing emails are sent to the new address.

Replace a Billing Admin with Another User

1. From the billing contacts list, remove the billing admin role from the current user if needed.
2. Add a new user as described earlier using the add billing contact option.
3. Designate the new user as the billing admin and save your changes.

This ensures continuity of billing communication without exposing broader data in Hubspot.

How to Remove a Hubspot Billing Admin

When someone leaves your company or changes roles, you should remove their billing access in Hubspot for security reasons.

1. Open the billing section in account settings.
2. Find the user listed as a billing admin.
3. Click edit, manage, or remove access.
4. Clear any billing admin checkbox or toggle associated with that user.
5. Save your updates.

If this user should no longer access the platform at all, also remove or deactivate them from your main user management area in Hubspot.

Best Practices for Hubspot Billing Admin Management

To keep your financial and subscription data secure, follow these guidelines when assigning billing admins in Hubspot.

• Limit billing admin access to finance, operations, or executive stakeholders.
• Review who has billing access during staff changes or audits.
• Pair billing admin roles with strong authentication and security policies.
• Maintain a backup billing admin in case one user is unavailable.

These practices keep your invoices and payment methods protected while giving the right people visibility inside Hubspot.

Getting More Help with Hubspot Setup

If you need additional assistance beyond billing admins, consider working with specialists who implement, audit, and optimize accounts.

For consulting, training, and CRM optimization, you can visit Consultevo to explore expert services that support your broader Hubspot strategy.

For the most detailed, current instructions on billing roles, always refer back to the official Hubspot documentation, as screens and labels may evolve over time.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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