Streamline User Management in HubSpot with CloudFuze Manage
If you’re using HubSpot to manage your marketing, sales, or service operations across your company, you might have felt the difficulties in controlling HubSpot’s user access. Managing users manually becomes time-consuming and risky.
That’s why businesses and large MNCs like yours need a smarter SaaS management software.
At CloudFuze, we offer an industry-leading SaaS management platform that helps organisations assign, manage, and revoke user access across their SaaS apps, including HubSpot CRM, in a single platform without switching multiple tabs.
In this blog post, we will discover how to streamline HubSpot user management with CloudFuze Manage.
What Is User Management in HubSpot?
HubSpot is a popular customer relationship management platform with more than 893400 customers worldwide. Therefore, user management is extremely important.
User management in HubSpot means adding users, assigning roles, and controlling access to your HubSpot CRM tools and data. It involves governing HubSpot user permissions, like:
- Who can view or edit contacts, deals, and workflows in HubSpot CRM?
- Which teams have access to specific HubSpot assets?
- How permissions align with job roles?
Also, user management includes automating user onboarding and offboarding across your HubSpot CRM.
Why Is It Necessary to Manage Users in HubSpot?
It is difficult for enterprises with more than 1000 employees to govern users in HubSpot manually. You’ll need strong user management in HubSpot for three main reasons:
- Security Reasons: To prevent unauthorized employee access to HubSpot’s sensitive data in your company.
- Compliance Concerns: Meet internal security policies and external industry regulations like SOC 2 Type 2 and GDPR.
- Achieve Operational Efficiency: To make sure that the right people have the right tools without any delays.
Manual HubSpot User Management vs. Tool-Based HubSpot User Management
| Feature | Manual Management | Tool-Based Management |
|---|---|---|
| HubSpot User Onboarding | Admins add users one by one in the HubSpot CRM, which is an error-prone and delayed process. | SaaS management tools automate onboarding, which gives instant access for new hires. |
| HubSpot User Permission Assignment | IT teams need to assign HubSpot permissions based on job roles manually. | SaaS management apps apply role-based templates for consistent permissions in HubSpot. |
| HubSpot User Offboarding | Administrators usually remove access when employees leave the organization, if they remember. | Tools automate offboarding to revoke access to the offboarded employees instantly. |
| HubSpot Tracking & Reporting | Managers track everything through spreadsheets or HubSpot’s built-in reports. | SaaS-based solutions generate audit-ready and activity reports instantly. |
| Future Scalability | It is challenging to manage the growing list of users manually in an Excel sheet. | SaaS tools are fast, accurate, and scale effortlessly across teams and SaaS apps. |
Benefits of a Tool-Based HubSpot User Management
When you use a leading enterprise SaaS management tool like CloudFuze Manage, you gain the following advantages:
- Companies can automate IT tasks like adding and removing users in HubSpot.
- Admins can instantly revoke access across all SaaS apps when employees leave the organization.
- Department Heads can oversee HubSpot and other SaaS apps from one platform.
- Compliance-conscious enterprises can generate and download detailed reports for audits.
- SaaS management apps can easily handle hundreds or thousands of users in HubSpot without manual effort.
How to Manage Users in HubSpot with CloudFuze Manage
Our SaaS management platform is an advanced user management solution that helps enterprises handle users across 50+ major cloud apps. Here’s how to manage users in HubSpot using CloudFuze Manage:
Step 1: Sign in and authenticate your HubSpot CRM with CloudFuze’s SaaS management platform.
Step 2: Now, you can find your HubSpot app under the “Applications” Widget and click on “View Details” to have a detailed representation of the user’s HubSpot environment.
Step 3: Click on the “User Management” labelled icon to discover each and every HubSpot user along with their email IDs, their HubSpot access roles, and their activity status.
Step 4: Locate the “Workflow” labelled icon in the right corner of this dashboard, which helps businesses automate their employee onboarding and offboarding processes.
Step 5: User Onboarding – This feature enables IT admins to quickly onboard users to HubSpot CRM (and other SaaS apps), assigning roles and configuring permissions.
Step 6: User offboarding- On the other hand, the offboarding feature lets you safely deprovision employees and revoke their access to the company’s confidential data instantly.
With CloudFuze Manage, you can sync user data with identity providers like Entra ID, automate user workflows, and download audit-ready reports.
Here’s a short video showcasing our tools’ advanced features:
Future-Proof Your HubSpot User Management with CloudFuze Manage
Manual user management in HubSpot might work for small teams, but it doesn’t scale for large enterprises. By using our SaaS management platform, businesses like yours can automate onboarding, implement consistent permissions, and gain full visibility across your SaaS stack, all from a single platform.
Book a demo with us and see how easy it is to automate your HubSpot operations with CloudFuze Manage.
Frequently Asked Questions
1. Does CloudFuze Manage support managing multiple HubSpot portals (accounts) from a single tenant?
Yes, our platform (CloudFuze Manage) lets you manage multiple HubSpot portals from a single tenant. You can connect all your HubSpot accounts, view users, assign roles, and automate onboarding/offboarding across those portals without switching between dashboards.
2. What are the HubSpot user management best practices for managing remote employees’ access?
You should enforce least privilege, enable SSO, and review HubSpot access regularly. Also, you must automate employee onboarding and offboarding to avoid delays and SaaS security risks. CloudFuze Manage helps you centralize and automate these processes to make your remote access management simple and secure.
3. Does “CloudFuze Manage” only handle users in HubSpot?
No. With our SaaS management tool, businesses can govern their users, licenses, teams, and domains in HubSpot. To know more about this, check out our blog: A SaaS Solution Guide to HubSpot CRM Management.
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