How to give permissions to external users

[HectorCLIVO]

I am one business and I will collaborate with another business for only one kind of product or business unit, how to give permissions for contacts or lists, to see, follow and take action with the lead?

I have the free version account by the way

[willsmith · Accepted solution]

Hi @HectorCLIVO 

The steps outlined below are summed up in this video.

To allow other users to access your HubSpot portal, you will need to invite them. 

To do this:

1. Click on the Settings gear on the top right of the main navigation.

2. In the left-side menu select Users & Teams

3. Select Create User at the top right side of your screen.

4. Enter the new user's email address and define their permissions. (Check out HubSpot's help guide on user permissions)

5. Click Next to send their email invitation. 

If you found this helpful, please mark it as a solution to help others in the community. Thank you!

-Will

[willsmith · Accepted solution]

Hi @HectorCLIVO 

The steps outlined below are summed up in this video.

To allow other users to access your HubSpot portal, you will need to invite them. 

To do this:

1. Click on the Settings gear on the top right of the main navigation.

2. In the left-side menu select Users & Teams

3. Select Create User at the top right side of your screen.

4. Enter the new user's email address and define their permissions. (Check out HubSpot's help guide on user permissions)

5. Click Next to send their email invitation. 

If you found this helpful, please mark it as a solution to help others in the community. Thank you!

-Will

[HectorCLIVO]

It looks great thanks!

But I have the free version, is it posible to not doing by teams?

And, how to remove permissions for specific contacts? should I create a list of contacts and givee permissions for each list? I guess it will be better

isn't it?

[willsmith · Accepted solution]

Great question @HectorCLIVO 

With HubSpot free, you are permitted to create 1 HubSpot team.

To remove or adjust permissions for specific contacts, hover over the right side of their name and select Edit from the drop-down Actions menu. 

Yes, creating a list of contacts for certain permissions would be best. When uploading a list of multiple contacts, HubSpot gives all users a basic level of access. Adjust for each contact list as you see fit. 

(these screenshots were taken from a free HubSpot portal)

I hope this helps. If it does, please mark it as a solution to help the rest of the community. 
Thank you.