User provisioning
Joiners, movers and leavers in one place
Stop granting access portal by portal. Add a person once, choose the permission set, teams and tools they need, and remove every one of those grants on their last day.
Users
Joiners, movers and leavers
Details
What provisioning covers
Central place to add users
Create a person once and choose which portals they belong to. No jumping between admin screens, and no portal quietly missed.
The right permissions from day one
Start from an approved role template so permission sets, team membership and super admin status match what the role is meant to have.
Roles and teams, set consistently
Assign the HubSpot permission set and team membership each portal needs, so access matches the job rather than whatever was copied from a colleague.
Effective offboarding
One leaver action removes the account from every chosen portal, verifies each removal and writes the whole sequence to the audit trail.
Records handed over, not orphaned
The preview counts the contacts, companies, deals and tickets the leaver owns in each portal, and removal requires either a nominated successor or an explicit decision to leave them unassigned.
Why it matters
Access granted in a hurry is rarely taken back
Consistent by default
Templates remove the guesswork, so two people in the same role do not end up with different rights.
Faster onboarding
New starters are productive on their first day without an administrator working through each portal by hand.
No orphaned access
Leavers are checked against every connected portal, so a forgotten account cannot keep its export rights.