How to add new users to prospecting

[MHarding27]

Hi,

I'm trying to add members of my team to the Prospecting tool. I can't see a way to change this so additional members have the ability to access a dashboard on Prospecting.

[karstenkoehler · Accepted solution]

Hi @MHarding27,

Users can access the prospecting workspace when they have a paid sales seat: https://knowledge.hubspot.com/account-management/manage-seats

Do these users have a paid seat and do they have permissions to access the sales hub?

If you're referring to the fact that someone should be able to view another user's prospecting dashboard, this permission is required:

https://knowledge.hubspot.com/user-management/manage-user-permissions

Best regards

[Lucila-Andimol · Accepted solution]

Hey @MHarding27 

if you want the team to start working on the prospecting tool you need to:

- assign a paid seat to those users

- turn on the prospecting feature in their user permits (to each one)

- Create the leads and assign the leads to the users

- If you are a superadmin you can access the prospecting area and simulate how another user 'd see this space, their leads and task. This is a cool feature to check that everyone is seeing what they should.

Here is more info about the prospecting workspace

hope this helps

Let us know if you were able to set it up

[karstenkoehler · Accepted solution]

Hi @MHarding27,

Users can access the prospecting workspace when they have a paid sales seat: https://knowledge.hubspot.com/account-management/manage-seats

Do these users have a paid seat and do they have permissions to access the sales hub?

If you're referring to the fact that someone should be able to view another user's prospecting dashboard, this permission is required:

https://knowledge.hubspot.com/user-management/manage-user-permissions

Best regards