Add users to your Clearbit account

Last Updated: January 12, 2024

There are two ways to add users to your account, depending on when it was created:

  • If you signed up in 2024, you can add users to Clearbit through your HubSpot account.
  • If you signed up before 2024, you can add users from your Clearbit team.

Add users to your Clearbit via HubSpot account (signed up after 2024)

Before adding users to Clearbit through your HubSpot account, work with your HubSpot super admin to ensure new users have Edit access to Contacts in HubSpot. New users can have any Edit access (Contacts they own, Contacts their team owns, or All contacts).

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To add users to your Clearbit by HubSpot account:

  1. Direct the new user to sign up for Clearbit.
  2. The new users should OAuth into Clearbit using their HubSpot credentials. During this process, they must select the correct HubSpot team.
  3. New users will be automatically added to the corresponding Clearbit team aligned with their HubSpot team.

Manage users on your Clearbit team (signed up before 2024)

📝 Please note: You can only invite someone to join your team if you are an admin on your team's Clearbit account.

Skip Ahead to:

Invite users 

  1. In your Clearbit account, click your name in the bottom left.
  2. Below the name of your account, click Manage team. 
  3. In the left sidebar menu, click Users. 
  4. In the Email address field, type the new user’s email address, and click Send invite.
  5. The invitee will get an email prompting them to finish setting up their account.

💡 Clearbit Tip:  If you are the team member who received the invitation link and see the error message below, log out of your Clearbit account, and then click the link again.

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Add user roles

  1. In your Clearbit account, click your name in the bottom left.
  2. Below the name of your account, click Manage team.
  3. In the left sidebar menu, click Users. 
  4. Click on the user's role to change it.
    • User role: has access to everything in your account, aside from adding team members, making billing changes, and accessing API keys.
    • Admins role: has access to everything in your account, including adding new team members and changing roles.
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📝 Please note: If you want a user to update the billing info on your account, be sure to make them an Admin once they are part of the team.