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Submitted URL: https://knowledge.hubspot.com/settings/deactivate-hubspot-users#delete-your-user-account
Effective URL: https://knowledge.hubspot.com/settings/deactivate-hubspot-users
Submission: On August 21 via manual from US — Scanned from DE
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Submission: On August 21 via manual from US — Scanned from DE
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Knowledge Base right Account & Setup right Account Settings right Remove HubSpot
users
REMOVE HUBSPOT USERS
Last updated: June 28, 2023
AVAILABLE WITH ANY OF THE FOLLOWING SUBSCRIPTIONS, EXCEPT WHERE NOTED:
All products and plans
When you want to remove a user from your HubSpot account, you can either
deactivate or fully remove the user.
* Deactivate a user : the user will no longer be able to log in or access the
account, but their user profile will remain in the account and can be
reactivated later. For example, the user will remain assigned to their
records, and they will continue to be included in reports. Deactivated users
will also no longer receive notifications.
* Remove a user : the user will no longer be able to log in or access the
account, and their user profile will be removed from the account. The user
will be unassigned from conversations, as well as removed from reports. Learn
more about what gets removed from the account when removing a user.
In addition, a user can delete their user account after they've been removed
from all HubSpot accounts. Deleting a user account will fully remove it from
HubSpot systems. Below, learn more about each method.
DEACTIVATE A USER
When a user leaves a company or no longer needs to log in to the company’s
HubSpot account, users with super admin permissions can deactivate users rather
than removing them. This allows you to preserve the user’s historical activities
without losing access to important data.
When deactivated users are reactivated, their historical activities like
property changes and content updates will still be available.
Please note:
* 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.
* If the user owns any scheduling pages, or is included in any group or round
robin scheduling pages, you will need to delete or reassign them so they
don't get booked for meetings.
* 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.
* Deactivated users will be skipped when using the rotate record owner workflow
action, and will be removed as options when setting the owner of a record.
* Personalization tokens (e.g., contact owner) will still show deactivated
users if you use them in templates or marketing emails.
To deactivate a user:
* In your HubSpot account, click the settings settings icon in the main
navigation bar.
* In the left sidebar menu, navigate to Users & Teams.
* Click the name of the user.
* Click the Actions dropdown menu and select Deactivate user.
* In the dialog box, if the user has assets assigned to themself, you can click
the links to reassign the assets to other users. This is optional, and can be
completed at a later time. Once complete, click Continue.
* 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. Then, click Deactivate
user.
* The user will receive an email indicating their profile has been
deactivated.
To reactivate a user:
* In your HubSpot account, click the settings settings icon in the main
navigation bar.
* In the left sidebar menu, navigate to Users & Teams.
* Click the name of the user.
* Click the Actions dropdown menu and select Reactivate user.
* In the dialog box, click Reactivate user.
* The user will receive an email indicating their profile has been reactivated.
REMOVE A USER OR YOUR USER ACCOUNT
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.
Before removing a user or your user account, keep in mind that created content
and owned records may be affected:
* When you remove a user, you can't restore the user. Instead, you must go
through the user creation process again. Records that were once assigned to
the removed user should be re-assigned once they are added back.
* When a user is removed from an account, HubSpot will not delete any assets or
activities that they created. This includes assets such as blog posts, pages,
lists, workflows, forms, and reports, as well as sales activities such as
logged emails and notes. Assets will show Deactivated/Removed (user's email
address) as the creator.
* Any scheduling pages created by the removed user will be deleted.
* Any social messages published by the removed user will remain published.
However, if the removed user was the administrator for any social media
accounts, you may need to reconnect those accounts.
* Any marketing emails created by a removed user will remain, but all user
information associated with the marketing email will disappear. For example,
no name will be shown when you view who the marketing email was created by.
* Any 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 conversations that were assigned to the removed user will be unassigned.
* 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. 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.
* After a user is removed from your account, they will no longer appear as an
option in filters, such as in lists or dashboards. You can display removed
users in your filters by selecting the Show inactive owners checkbox when
filtering.
Before removing a user, you should reassign any records owned by the user. Learn
more about setting ownership of records in HubSpot.
To remove a user from your account:
* In your HubSpot account, click the settings settings icon in the main
navigation bar.
* In the left sidebar menu, navigate to Users & Teams.
* Select the checkbox next to the user you want to remove, then click Remove
from account at the top of the table. You can select more than one user for
bulk removal.
* If the user still has assigned records, a dialog box will appear showing
their assigned records. Click a record count link to navigate to the object
dashboard, where you can then reassign the records manually.
* In the dialog box, click Remove from account. Once removed, the users will no
longer have access to log in to your HubSpot account.
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.
* In your HubSpot account, click your account name in the top right corner,
then click Account & Billing.
* At the top, click the Company Info tab.
* In the Billing Contacts of contact section, click the delete trash can
icon next to any roles that the user is set as.
* In the dialog box, click Yes, remove from role.
* If the user is set as the Primary contact, you will need to replace them with
another user.
* Click the dropdown menu next to Primary contact, then select a
different user.
* In the dialog box, click Yes, add user to role.
You will now be able to remove the user from your account.
Please note: when you remove a user from your account, the user will remain as a
blog author. Learn how to delete the blog author profile manually.
You can also remove your user account from a specific HubSpot account.
Before you remove your user account from a specific HubSpot account, click your
account name in the top right of the main navigation bar to verify you are
logged into the correct Hub.
To remove your user account from a specific HubSpot account:
* In your HubSpot account, click the settings settings icon in the main
navigation bar.
* In the left sidebar menu, navigate to Security.
* At the bottom, click Remove me from this account. If you are a part of other
accounts, you will still have access to them.
* In the dialog box, type your email address, then click Delete.
DELETE YOUR USER ACCOUNT
When a user's access is removed from a HubSpot account, the user cannot access
the account. However, the user associated with the email address will continue
to exist. You can fully delete your user account once you're not the only Super
admin remaining while other users are still in the account.
Please note: deleting your user will delete any Academy certifications
associated with that email address. To maintain your certifications, you
can transfer your certifications to a new email address before deleting your
user.
To permanently delete your user account:
* Log in to the user you want to delete. Ensure it does not have access to any
HubSpot accounts.
* In your HubSpot account, click your account name in the top right corner,
then click Profile & Preferences. If you don't see an account name, click
your user profile icon.
* In the left sidebar menu, click Security.
* Under Permanently Remove, click Delete my user account.
* In the dialog box, enter your user email address, then click Delete user.
Settings
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TABLE OF CONTENTS
* Deactivate a user
* Remove a user or your user account
* Delete your user account
Table of contents /settings/deactivate-hubspot-users
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