How to Manage Hubspot Partner Employee Access to Client Accounts

Managing client portals in Hubspot as an agency or solutions partner requires clear control over who can see what, which tools they can use, and how they can collaborate safely inside each client account. This guide walks you through how partner admins can add, edit, and remove partner employees from client accounts using the partner tools interface.

Understanding the Hubspot Partner Client Access Tools

When you work with multiple clients, the Hubspot partner tools let you switch between portals and centrally manage partner employee access. Instead of asking every client to create users manually, partner admins can invite their own team members into each connected account with just a few clicks.

At a high level, the process involves:

• Opening the partner account and locating the client list.
• Selecting the client portal that needs access updates.
• Adding partner employees and setting their permissions.
• Reviewing or revoking existing access when staff or scopes change.

These controls help agencies standardize user permissions, maintain security, and streamline onboarding for new team members working across several accounts.

Prerequisites for Managing Hubspot Partner Access

Before you can adjust partner employee access, make sure the following requirements are met:

• Your organization is enrolled as a solutions partner or provider.
• You are logged in to the main partner account, not a client portal.
• You have the correct admin permissions to manage partner tools and users.
• The client portal is associated with your partner account.

If any of these are missing, you may not see the partner tools menu or the client list. In that case, contact your internal super admin or review Hubspot documentation in the official partner tools help article.

Step-by-Step: Open the Hubspot Partner Tools

To start managing access, first navigate to the partner tools area in your main account.

1. Sign in to your main partner portal.

2. In the main navigation, open your account menu.

3. Locate the partner tools or partner dashboard section.

4. Open the list of client accounts that are associated with your company.

The client list view will display company names, domains, and statuses, along with options to manage partner employee access.

How to Add Partner Employees to a Client Hubspot Account

Once you have opened the partner tools and found the correct client, you can grant access to specific team members who need to work in that portal.

Select the Right Hubspot Client Portal

1. From the partner client list, locate the client account you want to update.

2. Click the client row or an associated Manage button to open access settings.

3. Confirm that you are viewing the correct client name and domain before continuing.

Add a Partner Employee and Set Their Hubspot Permissions

1. Look for a section labeled something like Partner employees or Partner access.

2. Click an option such as Add partner employee or Assign user.

3. Select an existing partner employee from the list of users in your main partner portal.

4. Choose the permission set or role they should have in the client account. Typical options may include:

   • View-only access.
   • Standard user access for day-to-day operations.
   • Admin or super admin access when they must configure tools and settings.

5. Save or confirm your changes to finalize their access.

After saving, the partner employee will be able to log in and switch into the client portal from their standard Hubspot user interface, according to the permissions you assigned.

Editing Hubspot Partner Employee Access for a Client

Permissions often need to be adjusted as responsibilities change. You can easily edit access without removing the user entirely.

Review Current Access Levels

1. Open the partner tools and navigate back to the client account in question.

2. Locate the list of partner employees who currently have access to that portal.

3. Review each person’s role or permission set to confirm whether it still matches their duties.

Update Hubspot Permissions for an Employee

1. Click on the partner employee whose access you want to edit.

2. Open the permission or role settings for that specific client account.

3. Adjust the toggles, scopes, or role assignment to tighten or expand access as needed, for example:

   • Limiting access to specific tools such as CRM, marketing, or service.
   • Removing admin capabilities while keeping normal user access.
   • Granting temporary access for a project and planning a future review.

4. Save the updated configuration.

Changes take effect the next time the user interacts with the client portal, helping you keep Hubspot access aligned with your internal security policies.

Removing Partner Employee Access from a Hubspot Client Account

When someone leaves your organization or no longer needs to work with a specific client, you should remove their access promptly.

1. Open the partner tools and locate the relevant client portal.

2. Find the partner employee in the list of users with access.

3. Select an option such as Remove access, Revoke, or Delete from client.

4. Confirm the removal when prompted. This prevents the user from switching into that particular client account from their Hubspot login.

Removing access at the client level does not necessarily delete the user from your main partner portal, but it does protect the client’s data and tools from unauthorized use.

Best Practices for Secure Hubspot Partner Management

To keep client accounts secure and compliant, consider the following best practices when managing partner employee access in Hubspot:

• Use least privilege access: Grant only the level of permissions required for each role.
• Standardize roles: Create internal guidelines for what each role should be able to do in client portals.
• Review regularly: Schedule periodic audits of partner employee access for all clients.
• Update when staff changes: Remove or adjust access immediately when team members change positions or leave the company.
• Document procedures: Maintain internal process documentation so all admins manage access the same way.

A consistent approach makes it easier to scale your agency while keeping every client portal safe and well organized.

Additional Hubspot Partner Resources

For deeper technical details and interface screenshots, you can explore the original Hubspot resource here: Manage partner employee access to client accounts.

If you need broader consulting on CRM architecture, partner structures, or marketing automation strategy, you can also work with specialists such as Consultevo to design scalable processes around your Hubspot implementation.

By following the steps in this guide and using the partner tools consistently, you can confidently manage who has access to each client portal and keep your agency’s work inside Hubspot secure, traceable, and efficient.

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