How to Assign Partner Seats in Hubspot

Managing partner seats in Hubspot is essential for giving the right users access to partner-only tools, resources, and benefits inside your partner account. This guide walks you through how to assign, edit, and remove partner seats for both partner and provider employees so your team always has the correct permissions.

Understanding Hubspot Partner Seats

Before you start assigning access, it helps to understand what a partner seat is and how it fits into your Hubspot partner account.

A partner seat is a special type of user assignment that gives an individual access to partner-only tools. These tools are designed to help agencies, providers, and partners manage client work, track performance, and grow revenue using the platform.

Partner seats are different from standard user seats because they are tied to partner program benefits and may be limited in number depending on your tier or agreement.

Requirements for Assigning Hubspot Partner Seats

To assign partner seats successfully, make sure a few key requirements are met in your account.

Who Can Assign Hubspot Partner Seats

Only users with the correct permissions can assign or remove partner seats. Typically, this includes:

• Partner admins or super admins in the partner account
• Users with permission to edit users and teams
• Users who can manage partner program settings

If you do not see the options described in this guide, contact an internal admin to adjust your permissions.

Eligible Users for Hubspot Partner Seats

Not every user is eligible for a partner seat. In most partner accounts:

• Partner employees can be assigned partner seats to access core partner tools.
• Provider employees can be assigned seats if they are part of an eligible provider organization in the partner program.
• Users must exist in your partner account as team members before you can change their seat type.

Make sure the employee has been invited to your account and has accepted the invitation before you attempt to assign them a partner seat.

How to Assign Hubspot Partner Seats

Once the prerequisites are in place, you can assign partner seats to eligible users. Follow these steps from inside your partner account.

Step 1: Navigate to Users & Settings

1. Log in to your partner account.
2. In the main navigation bar, go to your settings area.
3. Open the section where you manage Users & Teams or equivalent user management tools.

This is where you will see a list of all users and their current seat assignments in Hubspot.

Step 2: Select the User for a Partner Seat

1. Locate the employee who needs access to partner tools.
2. Click on the user’s name to open their details.
3. Find the area that shows their current seat type or access level.

If a user already has another seat type, you may need to change it to a partner seat or adjust how many seats are in use.

Step 3: Assign the Hubspot Partner Seat

1. In the user details panel, look for the option labeled Partner seat or similar.
2. Toggle the setting or select the seat type that designates the user as a partner seat holder.
3. Save your changes to apply the new permissions.

After the change is saved, the user gains access to partner-specific tools available in your Hubspot partner account, according to your current program tier and subscription.

Managing Provider Employees with Hubspot Partner Seats

Many partner accounts include provider employees who work closely with clients and need partner-level access. Managing these users correctly keeps your account organized and compliant with program requirements.

Assigning Seats to Provider Employees

To give provider employees the correct access:

1. Confirm the provider is registered and connected as part of your partner account.
2. Add the provider employee as a user if they are not already listed.
3. Follow the same seat assignment steps, choosing the appropriate partner seat for a provider employee.

Some partner programs may distinguish between partner employees and provider employees when counting seat limits, so review your agreement if you are unsure.

Editing Hubspot Seat Assignments for Provider Staff

Over time, provider employees may change roles, move to a different team, or no longer need partner access. To edit their seat:

1. Open Users & Teams in your settings.
2. Select the provider employee whose access you want to update.
3. Change their seat from partner seat to another seat type, or remove access if no longer needed.
4. Save your changes to update their permissions.

Keeping seat assignments current ensures only active users can access partner tools in Hubspot.

How to Remove Hubspot Partner Seats

Removing or reallocating seats is an important part of managing your partner account efficiently, especially if your available seats are limited.

Common Reasons to Remove a Partner Seat

You may want to remove a partner seat when:

• An employee leaves your company or provider organization.
• Someone changes roles and no longer needs partner tools.
• You must free up a seat for a new strategic hire.

By removing unused seats, you keep your Hubspot partner account clean and aligned with your team structure.

Steps to Remove a Hubspot Partner Seat

1. Navigate to Users & Teams in your account settings.
2. Find the user who currently has a partner seat.
3. Open their user details panel.
4. Locate the Partner seat option.
5. Toggle the setting off or change the seat type so they are no longer marked as a partner seat holder.
6. Save your changes.

Once updated, the seat becomes available for reassignment to another eligible partner or provider employee.

Best Practices for Hubspot Partner Seat Management

Consistent management of partner seats keeps your team secure and efficient. Consider these best practices as your partner account grows.

Regular Seat Reviews in Hubspot

Schedule periodic reviews of all users with partner seats:

• Verify that every user still needs partner-level access.
• Confirm their role and team assignment are still accurate.
• Reclaim seats from inactive or unnecessary accounts.

Regular audits help prevent access creep and ensure the right people use your partner benefits.

Documenting Seat Assignment Policies

Establish internal policies for who qualifies for a partner seat and how it should be requested:

• Define which roles (for example, account managers, strategists, or sales leads) are eligible.
• Set up an approval process before assigning a new seat.
• Track seat ownership in an internal document or system.

Clear policies reduce confusion and keep your Hubspot partner account aligned with business goals.

Additional Resources for Hubspot Partner Accounts

If you need more detail about specific options or see different labels in your account, refer to the official documentation and partner support resources.

You can review the original product documentation in the Hubspot Knowledge Base here: Assign the partner seat to partner and provider employees.

For strategic guidance on optimizing your broader digital operations around your partner setup, seat allocation, and workflows, you can also visit Consultevo for expert consulting and implementation support.

By following the steps and best practices in this guide, you can manage partner seats in Hubspot effectively, ensuring each partner and provider employee has the right level of access while keeping your account secure and organized.