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Operations training/admin

This is the recording of how Operations will use Oneflow and HubSpot integration

 

https://fathom.video/share/bEnTThsRm8ZgBoizFY-yWW5pTWQcd1cB

 

How to add new users in HubSpot

  • Click the wheel in the top right corner

  • Click users in teams on the left side menu

  • Click create user in the top right corner

  • Add the new user with email

  • Choose the right permission based on their role

  • Add the right team - please note if the person needs to see companies owned by multiple teams, they should be added here:

So Martin needs to see companies owned by CS, marketing and support from DK then we add him to those teams also

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