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TShepherd1
Participante

What is the best way to give my VA access to my Hubspot account?

resolver

Hi,

I use 2-factor authentication and would like to give access to my VA to complete some marketing activities.

 

How can I grant my VA secure access?

 

Many thanks,

Tony

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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

What is the best way to give my VA access to my Hubspot account?

resolver

Hi @TShepherd1,

 

It's not recommended to share your login credentials with another person. Instead, it's best practice to simply create a user account for your VA and set the needed permissions for them. This comes at no additional cost.

 

Not only do you have more control over what exactly they're doing, you'll also be able to see who exactly edited records and made changes (which otherwise would all be in your name).

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Respuestas 2
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

What is the best way to give my VA access to my Hubspot account?

resolver

Hi @TShepherd1,

 

It's not recommended to share your login credentials with another person. Instead, it's best practice to simply create a user account for your VA and set the needed permissions for them. This comes at no additional cost.

 

Not only do you have more control over what exactly they're doing, you'll also be able to see who exactly edited records and made changes (which otherwise would all be in your name).

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

TShepherd1
Participante

What is the best way to give my VA access to my Hubspot account?

resolver

Hi Karsten,

Thank you for your response and suggested solution.

 

Much appreciated.

 

Kind regards,

Tony Shepherd