three accounts - how to switch between accounts quickly?

[wildirishtime]

I have three businesses I help seperately, all have HubSpot accounts. I think all three are still in free mode, or possibly Starter.

I am told that true Single Sign On (SSO) is only available in Enterprise, but there MUST be consultants or HubSpot partners that switch between accounts efficiently when helping their clients.

How can I efficiently switch between accounts given I'm working as a consultant to all these different companies?  I will go nuts logging in and out 30 times a day.

Thank you

[wildirishtime]

I am confused still regarding the differences between accounts and users.  So, for example, I am logged in as my primary HubSpot account.  If a customer wants me to setup a new Free account for them, how do I do that and associate it with my login account?

[karstenkoehler]

@wildirishtime they would add you as a user with your regular email address: https://knowledge.hubspot.com/account-management/add-and-remove-users

One user account can access multiple HubSpot portals.

[wildirishtime]

So if the customer asks me to setup a free account for them, you're saying I have to set up their admin account under their email address first, and then add myself after the account is created, by adding my primary email address?

Thanks

[karstenkoehler]

@wildirishtime if they ask you to set up a HubSpot portal for them, you would create a new HubSpot portal on their behalf: https://knowledge.hubspot.com/get-started/set-up-your-account#create-your-account

You would then proceed to invite the customer's users by adding them: https://knowledge.hubspot.com/account-management/add-and-remove-users

[karstenkoehler · Accepted solution]

Hi @wildirishtime,

If you use the same email address in all portals, you can easily switch as described here: https://knowledge.hubspot.com/account-management/manage-multiple-hubspot-accounts

Since all portals have distinct URLs, you can also simply bookmark them, especially if it's "only" three.

If you use different email addresses, the best way to stay logged into all portals at the same time is using container tabs. I use "Firefox Multi-Account Containers", similar solutions exist for other browser. Containers separate session information logically, allowing you to be logged in with different email addresses at the same time, as long as each address has its own container.

Best regards