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How to onboard/offboard users from Hubspot:
Currently onboarding/offboarding can only be done by a member of the Digital Team.
To Onboard a Sales Rep or F+T Rep:
Click the gear in the upper right corner.
Click Users and Teams
Click Create User
Add Petalfast user email address and click next.
Click Used a saved permission set.. Select Sales Rep. Click Next.
Select the team the hire is part of:
The rest of the permissions natively will be good to go. Click next.
Click to not send the login credentials tab. This allows for a formal training to be set before a user is entered into Hubspot. They will be able to login during the training session though.
Add the new user to the State team they belong to and click apply:
From here they can now go through the checklist training available here!
To move historical accounts over to their name from another rep, please contact the digital Team.
To Offboard a Sales Rep, F+T Rep, or Brand Manager:
Before removing the user, be sure to update their accounts to the new rep in charge.
Go to the Companies Tab and select All Companies.
Sort/filter by the name of the employee to transition.
Click the boxes of the records to reassign.
Click edit and select either company owner for a sales rep or field +trade Rep for a F+T
To then remove a user from Hubspot:
Click the gear in the upper right corner.
Click Users and Teams
Find the user you would like to remove. Click the box next to the record. Click Remove account:
To Onboard a Brand Manager:
Click the gear in the upper right corner.
Click Users and Teams
Click Create User
Add Petalfast user email address and click next.
Click Add a default permissions set. Select Service Rep. Click Next.
Set permissions to look like the below:
Add the user to the Brand management team for the appropriate state. Be sure to add them as an additional team as the Sales + FT for that state too.
