Tips, Tricks & Best Practices

06401
投稿者

different business unit in one account

解決
We try to understand if there is a possibility of creating a completely separate account for our new business unit within our existing HubSpot account.
 
This account will be totally new and we do not want to share any data from our current one. 
0 いいね!
2件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

different business unit in one account

解決

Hi @06401,

 

Yes, HubSpot has a dedicated add-on for business units, see here: https://www.hubspot.com/business-units

 

Business units however do not offer a fully contained, logically separate instance, see the comparison at the end of the article. If you want full (100%) separation, separate accounts are a better choice.

 

Best regards!

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.

元の投稿で解決策を見る

0 いいね!
HKoch
解決策
投稿者 | Elite Partner
投稿者 | Elite Partner

different business unit in one account

解決

@06401,

Creating a completely separate account within your existing HubSpot account isn't possible in the way you're describing. Instead, HubSpot offers several options for managing multiple business units:

 

  1. Separate Portals (Recommended for Complete Separation):
  • The most secure way to keep data completely separate is to create an entirely new HubSpot portal
  • Each portal has its own distinct database, users, and permissions
  • This ensures zero data sharing between business units
  • Requires a separate subscription for the new portal
  1. Business Unit Solution:
  • You can have multiple BU's under one master account
  • Each portal operates independently, but is 100% Teams & Permissions based. It is not like a filing cabinet with each drawer containing its own items, users, etc. Everything is BU assignment-based or permissions-based.
  • Allows centralized billing and management
  • Ideal for organizations with truly distinct business units
  1. Permissions and Partitions:
  • Within a single portal, you can use:
    • User roles and permissions
    • Marketing and sales hub partitions
    • Custom access controls
    • However, this doesn't provide complete data isolation

Recommendation: If absolute data separation is critical, create a separate HubSpot portal for your new business unit. This guarantees no data crossover and provides the most secure, clean approach to managing distinct business operations.

元の投稿で解決策を見る

2件の返信
HKoch
解決策
投稿者 | Elite Partner
投稿者 | Elite Partner

different business unit in one account

解決

@06401,

Creating a completely separate account within your existing HubSpot account isn't possible in the way you're describing. Instead, HubSpot offers several options for managing multiple business units:

 

  1. Separate Portals (Recommended for Complete Separation):
  • The most secure way to keep data completely separate is to create an entirely new HubSpot portal
  • Each portal has its own distinct database, users, and permissions
  • This ensures zero data sharing between business units
  • Requires a separate subscription for the new portal
  1. Business Unit Solution:
  • You can have multiple BU's under one master account
  • Each portal operates independently, but is 100% Teams & Permissions based. It is not like a filing cabinet with each drawer containing its own items, users, etc. Everything is BU assignment-based or permissions-based.
  • Allows centralized billing and management
  • Ideal for organizations with truly distinct business units
  1. Permissions and Partitions:
  • Within a single portal, you can use:
    • User roles and permissions
    • Marketing and sales hub partitions
    • Custom access controls
    • However, this doesn't provide complete data isolation

Recommendation: If absolute data separation is critical, create a separate HubSpot portal for your new business unit. This guarantees no data crossover and provides the most secure, clean approach to managing distinct business operations.

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

different business unit in one account

解決

Hi @06401,

 

Yes, HubSpot has a dedicated add-on for business units, see here: https://www.hubspot.com/business-units

 

Business units however do not offer a fully contained, logically separate instance, see the comparison at the end of the article. If you want full (100%) separation, separate accounts are a better choice.

 

Best regards!

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.

0 いいね!