Manage partner employee access to client accounts

🔗 HubSpot KB Bridge: Manage partner employee access to client accounts

💡 Core Capability

Permissions required To become or make another partner employee a Partner Admin, you need to be a Super Admin or have Client access manager permissions.

🛠️ Key Operations & Headings Outline

• Understand limitations and considerations
• Become a Partner Admin
  • Send your own access link
  • Send another employee’s access link
• Add employees to a client’s HubSpot account
• Manually link existing employees to a client’s HubSpot account
• Update employee permissions in a client’s HubSpot account
• Remove employees from the client’s HubSpot account
  • Remove an employee from client accounts
  • Remove all employees from one client account
• Migrate from Super Admin to Partner Admin
  • Related content

📋 Subscription Availability

• Partner Account

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • Client Profile - The Dog Wizard
  • Client Profile - Kevin Dockman
  • Triage and Discovery Prep
  • Franchise KPI Dashboard Launch Announcement
  • Looker Studio Service Account Migration
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

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