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How do I provide 1Vision access to my HubSpot account?

Overview: This article walks the client through the process of granting the 1Vision team access to their HubSpot account.

  • Step-by-step instructions:

    1. Go to Settings > Users & Teams.

    2. Click Create User.

    3. Add the email address provided by 1Vision.

    4. Assign appropriate permissions (recommend “Super Admin” or custom depending on service).

    5. Click Send Invite.

  • List which tools you need access to (e.g., CMS, Marketing Hub, Sales Hub).

  • Best practices for security (e.g., remove users after offboarding, assign teams).