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DELIVERY MODULE Within 1 week

Inviting Users to HubSpot & Assigning Seats

Provision user accounts and assign the correct Hub seat types so the entire team has access to the right tools from day one.

Delivery module

AU$160

Within 1 week

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What this module actually does

Included

All confirmed team members have active HubSpot accounts with the correct seat types.
Every user has received their invite and can log in.
Seat allocation matches the client's subscription and team roles.

Not included

More than 10 users
SSO or SAML configuration
Permission set configuration (separate module)
Team setup and assignment (separate module)
Connected email account setup
Ongoing user management or offboarding
HubSpot subscription changes or seat purchases

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before User Setup
List of up to 10 team members who need HubSpot access (name, email address and role), needed before User Setup
Which seat each person needs (for example Sales, Service or Core), or the role so we can suggest one, needed before Seat Assignment
Enough free paid seats on your HubSpot subscription for everyone on the list, or approval to buy more yourself, needed before Seat Assignment

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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