Account & Setup Topics

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id="kb-sidebar"> <div class="header-content"> <header> <div class="kb-search-control"> <form> <input id="ss-sidebar-search" type="search" value="" name="Search Account Settings articles" class="form-control kb-form__control kb-search-control__input topic-search" placeholder="Search" autocomplete="off"> </form> <span class="kb-search-control__foreground"> <span class="ss-icon-font kb-icon kb-icon__low kb-search-control__icon">search</span> </span> </div> <button class="kb-close-button"> <span class="visually-hidden">Close</span> <span class="ss-icon-font kb-icon kb-icon__low kb-nav-item__icon-right close-icon" id="close-topics" style="font-size: 1rem; font-weight: 600;" aria-hidden="true">remove</span> </button> </header> </div> <div class="sidebar-content"> <nav class="kb-nav--expandable kb-nav__wrapper"> <div class="sidebar-get-started-wrapper"> <a class="sidebar-get-started-link" href="/get-started"> <span class="sidebar-get-started-link-inner"> <span class="get-started-text">Get Started</span><span class="tag">Updated</span> </span> </a> </div> <ul class="kb-nav kb-nav--level-0"> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent active-category kb-nav-item--active"> <span class="kb-nav-item__label">Account & Setup</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item active-category account-management" href="/account-and-setup/topics#account-management"> <span class="kb-nav-item__label">Account Management</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category account-security" href="/account-and-setup/topics#account-security"> <span class="kb-nav-item__label">Account Security</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category billing" href="/account-and-setup/topics#billing"> <span class="kb-nav-item__label">Billing</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category branding" href="/account-and-setup/topics#branding"> <span class="kb-nav-item__label">Branding</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category connected-email" href="/account-and-setup/topics#connected-email"> <span class="kb-nav-item__label">Connected Email</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category help-and-resources" href="/account-and-setup/topics#help-and-resources"> <span class="kb-nav-item__label">Help & Resources</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category integrations" href="/account-and-setup/topics#integrations"> <span class="kb-nav-item__label">Integrations</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category privacy-and-consent" href="/account-and-setup/topics#privacy-and-consent"> <span class="kb-nav-item__label">Privacy & Consent</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category tracking-code" href="/account-and-setup/topics#tracking-code"> <span class="kb-nav-item__label">Tracking Code</span> </a> </li> <li> <a class="kb-link kb-nav-item active-category user-management" href="/account-and-setup/topics#user-management"> <span class="kb-nav-item__label">User Management</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">AI</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item ai-tools" href="/ai/topics#ai-tools"> <span class="kb-nav-item__label">AI Tools</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Automation</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item sequences" href="/automation/topics#sequences"> <span class="kb-nav-item__label">Sequences</span> </a> </li> <li> <a class="kb-link kb-nav-item workflows" href="/automation/topics#workflows"> <span class="kb-nav-item__label">Workflows</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Commerce</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item invoices" href="/commerce/topics#invoices"> <span class="kb-nav-item__label">Invoices</span> </a> </li> <li> <a class="kb-link kb-nav-item payment-links" href="/commerce/topics#payment-links"> <span class="kb-nav-item__label">Payment Links</span> </a> </li> <li> <a class="kb-link kb-nav-item payment-processing" href="/commerce/topics#payment-processing"> <span class="kb-nav-item__label">Payment Processing</span> </a> </li> <li> <a class="kb-link kb-nav-item payments" href="/commerce/topics#payments"> <span class="kb-nav-item__label">Payments</span> </a> </li> <li> <a class="kb-link kb-nav-item products" href="/commerce/topics#products"> <span class="kb-nav-item__label">Products</span> </a> </li> <li> <a class="kb-link kb-nav-item quotes" href="/commerce/topics#quotes"> <span class="kb-nav-item__label">Quotes</span> </a> </li> <li> <a class="kb-link kb-nav-item subscriptions" href="/commerce/topics#subscriptions"> <span class="kb-nav-item__label">Subscriptions</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">CRM</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item import-and-export" href="/crm/topics#import-and-export"> <span class="kb-nav-item__label">Import & Export</span> </a> </li> <li> <a class="kb-link kb-nav-item object-settings" href="/crm/topics#object-settings"> <span class="kb-nav-item__label">Object Settings</span> </a> </li> <li> <a class="kb-link kb-nav-item properties" href="/crm/topics#properties"> <span class="kb-nav-item__label">Properties</span> </a> </li> <li> <a class="kb-link kb-nav-item records" href="/crm/topics#records"> <span class="kb-nav-item__label">Records</span> </a> </li> <li> <a class="kb-link kb-nav-item tasks" href="/crm/topics#tasks"> <span class="kb-nav-item__label">Tasks</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Marketing Tools</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item ads" href="/marketing-tools/topics#ads"> <span class="kb-nav-item__label">Ads</span> </a> </li> <li> <a class="kb-link kb-nav-item campaigns" href="/marketing-tools/topics#campaigns"> <span class="kb-nav-item__label">Campaigns</span> </a> </li> <li> <a class="kb-link kb-nav-item ctas" href="/marketing-tools/topics#ctas"> <span class="kb-nav-item__label">CTAs</span> </a> </li> <li> <a class="kb-link kb-nav-item files" href="/marketing-tools/topics#files"> <span class="kb-nav-item__label">Files</span> </a> </li> <li> <a class="kb-link kb-nav-item forms" href="/marketing-tools/topics#forms"> <span class="kb-nav-item__label">Forms</span> </a> </li> <li> <a class="kb-link kb-nav-item lists" href="/marketing-tools/topics#lists"> <span class="kb-nav-item__label">Lists</span> </a> </li> <li> <a class="kb-link kb-nav-item marketing-email" href="/marketing-tools/topics#marketing-email"> <span class="kb-nav-item__label">Marketing Email</span> </a> </li> <li> <a class="kb-link kb-nav-item podcasts" href="/marketing-tools/topics#podcasts"> <span class="kb-nav-item__label">Podcasts</span> </a> </li> <li> <a class="kb-link kb-nav-item scoring" href="/marketing-tools/topics#scoring"> <span class="kb-nav-item__label">Scoring</span> </a> </li> <li> <a class="kb-link kb-nav-item sms" href="/marketing-tools/topics#sms"> <span class="kb-nav-item__label">SMS</span> </a> </li> <li> <a class="kb-link kb-nav-item social" href="/marketing-tools/topics#social"> <span class="kb-nav-item__label">Social</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Messaging</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item calling" href="/messaging/topics#calling"> <span class="kb-nav-item__label">Calling</span> </a> </li> <li> <a class="kb-link kb-nav-item chatflows" href="/messaging/topics#chatflows"> <span class="kb-nav-item__label">Chatflows</span> </a> </li> <li> <a class="kb-link kb-nav-item inbox" href="/messaging/topics#inbox"> <span class="kb-nav-item__label">Inbox</span> </a> </li> <li> <a class="kb-link kb-nav-item one-to-one-email" href="/messaging/topics#one-to-one-email"> <span class="kb-nav-item__label">One-to-one Email</span> </a> </li> <li> <a class="kb-link kb-nav-item snippets" href="/messaging/topics#snippets"> <span class="kb-nav-item__label">Snippets</span> </a> </li> <li> <a class="kb-link kb-nav-item templates" href="/messaging/topics#templates"> <span class="kb-nav-item__label">Templates</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Partners</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item marketplace" href="/partners/topics#marketplace"> <span class="kb-nav-item__label">Marketplace</span> </a> </li> <li> <a class="kb-link kb-nav-item partner-tools" href="/partners/topics#partner-tools"> <span class="kb-nav-item__label">Partner tools</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Reporting & Data</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item dashboards" href="/reporting-and-data/topics#dashboards"> <span class="kb-nav-item__label">Dashboards</span> </a> </li> <li> <a class="kb-link kb-nav-item data-management" href="/reporting-and-data/topics#data-management"> <span class="kb-nav-item__label">Data Management</span> </a> </li> <li> <a class="kb-link kb-nav-item goals" href="/reporting-and-data/topics#goals"> <span class="kb-nav-item__label">Goals</span> </a> </li> <li> <a class="kb-link kb-nav-item reports" href="/reporting-and-data/topics#reports"> <span class="kb-nav-item__label">Reports</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Sales Tools</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item documents" href="/sales-tools/topics#documents"> <span class="kb-nav-item__label">Documents</span> </a> </li> <li> <a class="kb-link kb-nav-item forecast" href="/sales-tools/topics#forecast"> <span class="kb-nav-item__label">Forecast</span> </a> </li> <li> <a class="kb-link kb-nav-item meetings" href="/sales-tools/topics#meetings"> <span class="kb-nav-item__label">Meetings</span> </a> </li> <li> <a class="kb-link kb-nav-item playbooks" href="/sales-tools/topics#playbooks"> <span class="kb-nav-item__label">Playbooks</span> </a> </li> <li> <a class="kb-link kb-nav-item prospecting" href="/sales-tools/topics#prospecting"> <span class="kb-nav-item__label">Prospecting</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Service Tools</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item feedback-surveys" href="/service-tools/topics#feedback-surveys"> <span class="kb-nav-item__label">Feedback Surveys</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Web Content</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item blog" href="/web-content/topics#blog"> <span class="kb-nav-item__label">Blog</span> </a> </li> <li> <a class="kb-link kb-nav-item design-manager" href="/web-content/topics#design-manager"> <span class="kb-nav-item__label">Design Manager</span> </a> </li> <li> <a class="kb-link kb-nav-item domains-and-urls" href="/web-content/topics#domains-and-urls"> <span class="kb-nav-item__label">Domains & URLs</span> </a> </li> <li> <a class="kb-link kb-nav-item knowledge-base" href="/web-content/topics#knowledge-base"> <span class="kb-nav-item__label">Knowledge Base</span> </a> </li> <li> <a class="kb-link kb-nav-item seo" href="/web-content/topics#seo"> <span class="kb-nav-item__label">SEO</span> </a> </li> <li> <a class="kb-link kb-nav-item website-pages" href="/web-content/topics#website-pages"> <span class="kb-nav-item__label">Website & Landing Pages</span> </a> </li> </ul> </div> </li> <li> <button class="kb-link kb-nav-item kb-nav-item--is-parent "> <span class="kb-nav-item__label">Workspaces</span> <span class="ss-icon-font kb-icon kb-nav-item__icon-right" aria-hidden="true">down</span> </button> <div class="kb-nav-item__content"> <ul class="kb-nav kb-nav--level-1"> <li> <a class="kb-link kb-nav-item customer-success" href="/workspaces/topics#customer-success"> <span class="kb-nav-item__label">Customer Success</span> </a> </li> <li> <a class="kb-link kb-nav-item help-desk" href="/workspaces/topics#help-desk"> <span class="kb-nav-item__label">Help Desk</span> </a> </li> </ul> </div> </li> </ul> </nav> </div> </div></div> </div> <div class="body-container"> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Topic_content" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="mobile-browse-topic"> <button class="browse-topic-link" id="browse-topics"> Browse topics </button> <span class="ss-icon-font kb-icon kb-icon__low kb-nav-item__icon-right" aria-hidden="true">right</span> </div> <div id="topic-content" class="topic-content hidden"> <div class="topic-content-container account-management hidden account-management"> <nav class="kb-breadcrumbs"> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/account-and-setup"> <span>Account & Setup</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-topic"> <span>Account Management</span> </span> </nav> <div> <h1>Account Management</h1> <div class="top-articles"> <h3>Top articles</h3> <ul id="account-management-list" class="uiList list-unstyled kb-list--unstyled account-management-parent"></ul> </div> <div class="all-articles"> <h3>All Account Management articles</h3> <div class="kb-search-control hs-search-field"> <form> <input id="st-search-input-account-management" type="search" value="" name="Search Account Management articles" class="form-control kb-form__control topic-search hs-search-field__input" placeholder="Search Account Management articles"> </form> <span class="kb-search-control__foreground"> <span class="ss-icon-font kb-icon kb-icon__low kb-search-control__icon">search</span> </span> </div> <ul id="st-results-container"></ul> <ul class="uiList list-unstyled kb-list--unstyled account-management-list"> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/account-management/account-suspension-faq">Account suspension | Frequently Asked Questions</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/object-settings/add-and-edit-your-account-currencies">Add and edit your account currencies</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/account-management/add-an-email-signature-in-the-crm">Add and manage email signatures in the CRM</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/account-management/add-and-remove-users">Add HubSpot users</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/branding/associate-your-assets-with-business-units">Associate your assets with business units</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/object-settings/back-up-crm-data">Back up or restore CRM data</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/social/what-happens-when-i-click-blog-auto-post-in-social-media-settings">Blog auto-publish in social settings</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/account/how-do-i-cancel-my-hubspot-account">Cancel your subscription and delete your HubSpot account</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/account-management/how-do-i-change-the-email-address-of-a-user">Change your HubSpot user's email address</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/account-management/who-do-i-contact-for-additional-information-about-my-hubspot-account">Contact HubSpot about your account</a></span> </li> <li class="uiListItem kb-list__item"> <span class="beta-badge">Beta</span> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/account-management/copy-forms-or-marketing-emails-from-one-account-to-another">Copy forms or marketing emails from one account to another (BETA)</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/user-management/create-permission-sets">Create and edit permission sets</a></span> </li> <li 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with the HubSpot Sales add-in</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/integrations/manage-your-records-in-slack">Manage your records in Slack</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/salesforce/manage-your-salesforce-integration-settings">Manage your Salesforce integration settings</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/salesforce/map-hubspot-properties-to-salesforce-fields">Map HubSpot properties to Salesforce fields</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/integrations/match-records-in-data-sync">Match records in data sync</a></span> </li> <li 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href="https://knowledge.hubspot.com/integrations/sync-contacts-to-other-apps">Sync contacts to other apps</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/integrations/sync-custom-objects-between-hubspot-and-data-sync-apps">Sync custom objects between HubSpot and data sync apps</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/salesforce/set-up-and-use-salesforce-custom-object-sync">Sync custom objects between HubSpot and Salesforce</a></span> </li> <li class="uiListItem kb-list__item"> <span class="beta-badge">Beta</span> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/integrations/sync-deals-using-hubspot-data-sync">Sync deals using HubSpot data sync</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/integrations/sync-salesforce-cases-to-hubspot">Sync Salesforce cases to HubSpot tickets</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/integrations/sync-salesforce-leads-and-contacts-to-hubspot">Sync Salesforce leads and contacts to HubSpot</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/integrations/sync-the-status-field-between-hubspot-and-netsuite">Sync the Status field between HubSpot and NetSuite</a></span> </li> <li class="uiListItem kb-list__item"> <span><a class="kb-link uiLinkWithoutUnderline uiLinkDark" href="https://knowledge.hubspot.com/integrations/troubleshoot-the-quickbooks-online-data-sync-integration">Troubleshoot the QuickBooks Online data sync integration</a></span> </li> <li class="uiListItem 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