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Invite a user

  1. Open Settings → Users.
  2. Click Add user.
  3. Enter their name, email, and role, then click Create user.
Settings Users page with Add user They receive an email invitation to join the workspace.
Every workspace includes Administrator and User by default. Administrator can manage settings and setup; User has access scoped to their profile and assigned work.

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Custom roles (optional)

For more granular access than Administrator or User, create a custom role in Settings → Roles, then select it in the Role dropdown when you invite someone. You can change a user’s role later from Settings → Users.
You can also invite people during initial sign-up, or skip and add them here later.

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Import users from HubSpot

If HubSpot is connected, you can add HubSpot owners as workspace users in bulk.
  1. Open Settings → Users.
  2. Click Import from HubSpot.
  3. In Import users from HubSpot, choose the Role to apply to imported users.
  4. Select the HubSpot users (owners) to add.
  5. Confirm the import. Seat limits apply—if you exceed remaining seats, upgrade or reduce the selection.
Import users from HubSpot modal with owners and role
HubSpot must already be connected under Settings → Integrations. Routera matches and lists HubSpot owners so you can add them with the role you choose.