![]() In the dialog box, click Yes, remove from role.In the Billing Contacts of contact section, click the delete trash can icon next to any roles that the user is set as.At the top, click the Company Info tab.In your HubSpot account, click your account name in the top right corner, then click Account & Billing.If a user is set as a point of contact in your Account & Billing settings, you will need to remove them from the role before you can remove them as a user. Once removed, the users will no longer have access to log in to your HubSpot account. In the dialog box, click Remove from account.Click a record count link to navigate to the object dashboard, where you can then reassign the records manually. If the user still has assigned records, a dialog box will appear showing their assigned records.You can select more than one user for bulk removal. Select the check box next to the user you want to remove, then click Remove from account at the top of the table.In your HubSpot account, click the settings settings icon in the main navigation bar.Learn more about setting ownership of records in HubSpot. īefore removing a user, you should reassign any records owned by the user. ![]() You can display removed users in your filters by selecting the Show inactive owners checkbox when filtering. After a user is removed from your account, they will no longer appear as an option in filters, such as in lists or dashboards.If your HubSpot account is synced with Salesforce and the removed user is still a Salesforce user, the user's name will appear as Name (Salesforce), as it does for SFDC users who never had HubSpot access. If you remove a user from your account, Deactivated/Removed (user's email address) will appear in the ownership property for any contacts, companies, deals, and tickets owned by that user.Any conversations that were assigned to the removed user will be unassigned.For example, no name will be shown when you view who the marketing email was created by.Īny sequences, templates, and documents created in your account will remain however, the removed user must have shared their sales templates prior to removal for other users to access them. Any marketing emails created by a removed user will remain, but all user information associated with the marketing email will disappear.However, if the removed user was the administrator for any social media accounts, you may need to reconnect those accounts. Any scheduling pages created by the removed user will be deleted.Īny social messages published by the removed user will remain published.Assets will show Deactivated/Removed (user's email address) as the creator. This includes assets such as blog posts, pages, lists, workflows, forms, and reports, as well as sales activities such as logged emails and notes. When a user is removed from an account, HubSpot will not delete any assets or activities that they created. Please note: to remove a Sales Hub Starter, Professional, or Service Hub Professional user from your HubSpot account, you must first remove their user's access to paid sales and service tools.īefore removing a user or your user account, keep in mind that created content and owned records may be affected: The user will receive an email indicating their profile has been reactivated.In the dialog box, click Reactivate user.Click the Actions dropdown menu and select Reactivate user.The user will receive an email indicating their profile has been deactivated.In the dialog box, if the user has a paid seat, select the circleFilled radio button to choose whether to remove or keep the paid seat for the user.Click the Actions dropdown menu and select Deactivate user.In the left sidebar menu, navigate to Users & Teams.In your HubSpot account, click the settings settings icon in the main navigation bar.Personalization tokens (e.g., contact owner) will still show deactivated users if you use them in templates or marketing emails.Deactivated users will be skipped when using the rotate record owner workflow action.If a user is set as a point of contact in your Account & Billing settings, you will need to remove them from the role before you can remove them as a user.If the user owns any assets or is included as criteria for a filter (e.g., workflows), you should also manually remove them from those tools. ![]()
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