How do I add another person to the account?

To add a new person follow these steps:

  1. Go to Admin and then select the Add User link.
  2. Complete all required user information identified with a red asterisk. Use text fields to enter:
  • Company Position
  • Last Name, First Name and Phone Number
  • Email - you will need this to log into BT
  • Username - a minimum of 6 characters are required (you don't need to remember this)
  •  Password - a minimum of 6 characters are required (you will use this to log into BT)
  1. Select Save

We also have a training video to watch.

HubSpot Video