How to Set Up Hubspot Multi-Account Management

Managing multiple brands or regions in one Hubspot ecosystem can be challenging without the right structure. This guide explains how to set up multi-account management so you can control access, organize accounts, and keep your data secure and easy to manage.

Multi-account management lets you connect multiple Hubspot accounts under a single parent account. You can then manage user access and collections across those accounts from one central place.

What Is Hubspot Multi-Account Management?

Multi-account management in Hubspot is a framework that links several child accounts to one parent account. The parent account becomes the control center where you can:

• Connect and disconnect related accounts
• Create secure channel collections
• Control cross-account access for users and tools
• Keep brands, regions, or business units separated but coordinated

This feature is designed for organizations that operate multiple brands, subsidiaries, or geographic regions inside Hubspot while maintaining governance and security.

Requirements Before You Configure Hubspot Multi-Account

Before you begin, confirm that you meet the core requirements for multi-account management:

• You must have access to the parent Hubspot account.
• You need the required permissions to manage accounts and collections.
• Your related child accounts should already exist and be set up with basic properties.

Only specific user roles in the parent Hubspot account can complete this configuration, so coordinate with your administrator if you cannot see the relevant settings.

How to Access Multi-Account Settings in Hubspot

To start configuring multi-account management in Hubspot, first open the correct settings area.

1. Log in to your parent Hubspot account.
2. Click the settings icon in the main navigation.
3. In the left sidebar, navigate to the account management section.
4. Select the multi-account or related accounts area, depending on your interface.

From here, you can review existing connections and begin linking additional Hubspot accounts under the parent.

Connecting Child Accounts to Your Hubspot Parent Account

Once you are in the multi-account area, you can connect child accounts to your main Hubspot parent account.

Step-by-Step: Link a New Hubspot Child Account

1. In the multi-account section, look for an option labeled Add account or Connect account.
2. Select the Hubspot account you want to designate as a child account.
3. Confirm the relationship so it is linked to the parent account.
4. Repeat for any additional related accounts that should be managed together.

After linking, each child Hubspot account will appear under the parent. You can then manage cross-account access and collections from the parent account interface.

Managing Business Units and Collections in Hubspot

To keep your multi-account structure organized, Hubspot uses collections to group assets and channels by brand, region, or business unit.

Create Collections for Each Hubspot Brand or Region

Collections help you control what users can access across connected Hubspot accounts. To create them:

1. In the parent account settings, go to the collections or business units area.
2. Click Create collection.
3. Name the collection based on brand, region, or team.
4. Assign the relevant channels or assets to that collection.

Common ways to structure collections in Hubspot include:

• By brand or product line
• By country or geographic region
• By internal department or business unit

Assign Hubspot Accounts to Collections

After creating collections, you can assign specific Hubspot child accounts or assets to each one:

1. Open a collection from the parent account.
2. Add associated accounts, channels, or tools to that collection.
3. Review which users will be able to see and use the collection.

This structure keeps each business unit separated while still managed centrally inside Hubspot.

Controlling Cross-Account Access in Hubspot

One of the main benefits of multi-account management is the ability to control who can access what across Hubspot accounts.

How Hubspot Cross-Account Access Works

Users in the parent account can be granted access to child accounts or specific collections. Hubspot then uses these settings to determine which tools, channels, and data a user can see or edit.

Common cross-account access patterns include:

• Global marketing teams accessing all brands
• Regional teams limited to their own market
• Agency partners given access only to specific collections

Set User Permissions Across Hubspot Accounts

1. From the parent account, go to the users and teams settings.
2. Select a user who needs cross-account access.
3. Assign them to the correct teams or collections.
4. Adjust their permission levels for tools and data.

Always grant the minimum level of access necessary. This keeps your multi-account Hubspot setup secure and compliant with internal policies.

Best Practices for Multi-Account Management in Hubspot

To keep your structure scalable and easy to manage over time, follow these best practices:

• Use a clear naming convention. Name Hubspot accounts and collections consistently, for example by brand and region.
• Plan your hierarchy. Map out parent and child relationships before connecting accounts.
• Audit access regularly. Review who has cross-account access and remove unused permissions.
• Keep documentation updated. Document how your Hubspot multi-account framework is organized so new team members understand it quickly.

Troubleshooting Common Hubspot Multi-Account Issues

If you run into issues while configuring multi-account management, look for these common problems:

• Missing options in settings: You may not have the required permissions in the parent Hubspot account.
• Cannot see a child account: Confirm that the account has been successfully linked to the parent.
• Unexpected access to data: Review which collections and teams a user belongs to and adjust their Hubspot permissions.

For more details and the latest interface screenshots, review the official Hubspot documentation on multi-account management in the Hubspot knowledge base.

Where to Get Help With Your Hubspot Setup

If you need strategic guidance on how to design a scalable multi-account structure, you can work with a Hubspot-focused consultancy. For example, Consultevo helps teams architect and optimize complex Hubspot environments.

Use the steps above to plan your hierarchy, connect accounts, organize collections, and manage cross-account access. With a thoughtful configuration, Hubspot multi-account management will support clean data, strong governance, and smooth collaboration across all your brands and regions.

Need Help With Hubspot?

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