There are several ways to set up SSO in HubSpot. To get started, follow these steps: Create a new account, Set up SSO, Add users, Customize permissions, and more. In the end, you’ll have a unified sign-in experience for your users and a seamless experience for your customers. You’ll also be able to easily add your own employees and collaborate with your colleagues from a single platform.
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Create a new account
If you would like to sign up for a HubSpot account, you may have a few questions. First, you need to choose whether you want to set up separate accounts for both your business and personal use. HubSpot offers two free accounts for new customers. If you would like to create a separate account for your personal use, follow the steps outlined below. In both cases, you must provide a valid email address to be able to create a new one.
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If you have more than one HubSpot account, you can add multiple users to the same account. Once you’ve added an account, you can customize permissions for each user. You can also give each user access to various functions. The permissions and access settings of a HubSpot account are explained in detail in the Help Center. After creating a new user account, click “Add users” and follow the instructions provided.
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Set up SSO
SSO is a great way to secure your account and allow your users to access your website without the need to enter their login credentials each time they visit. It also helps you to protect the privacy of your visitors and employees by setting up secure connections for all of your websites. To set up SSO for Hubspot sign up and signin, follow the steps below. Ensure that your web server uses the correct certificate when establishing SSO connections.
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First, enable two-factor authentication. To enable this feature, you’ll need to create an account in OneLogin. To enable this feature, you’ll need to visit Settings > Security and then click on Security. Once there, paste your Hub ID into the Issuer URL field. Next, click on the X.509 certificate field and click on Save. After enabling two-factor authentication, save the application.
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Adding users to your HubSpot account can help you control the user role and access levels for your employees. You can also customize the user roles to give them access to specific areas of your account, such as sales tools, portal defaults, meetings, and sequences. Creating new users is as easy as clicking on the “Add new user” button. You can also add new users by entering their email addresses in the LaunchPAD questionnaire.
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Adding new users to HubSpot is simple, but it is necessary that you understand the permission levels and roles assigned to different users. Admins have full access to the software, so they should have administrative rights. IT teams, marketing agencies, and marketing managers should be assigned this user role. Marketers can also be assigned this role, which gives them the same access as administrators. Marketers, however, cannot add users, but they can edit the settings of the system.
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Customize user permissions
You can customize user permissions during the HubSpot sign up and login process. This allows you to control who can edit certain aspects of the software, such as who can create new users and what they can do. There are several ways to customize user permissions, including the time zone and default currencies. Additionally, you can make changes to security and GDPR settings. To customize your users’ access to HubSpot, click the “customize user permissions” button.
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Once you have added users to your HubSpot account, you can customize their access to the website and tools. You can even give Super Admin access to certain users. The Actions dropdown menu will appear after you add users. Make sure to assign each user with the appropriate permissions. This way, you can prevent certain users from accessing your HubSpot account. You can also restrict specific types of permissions.
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If you have a user who has signed up for your HubSpot account and now you want to delete their account, you can do so. Once you’ve removed a user, their profile and all records will be removed. However, their email address will remain in HubSpot systems. It is also possible to permanently delete a user’s account. This option can be useful if you have deleted the account of an employee or business partner.
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Depending on the level of security you have set up for HubSpot, you can also disable or delete their account. If you have admin permissions, you can also revoke the connection and re-enter it later. Uninstalling the connection will not affect any existing HubSpot jobs. Alternatively, you can disable or enable the integration between HubSpot and PandaDoc. Make sure you have the permissions to remove a user’s account before deleting their account.