Manage user, account & admin features for HubSpot users
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Introduction
CloudFiles has two types of profiles : user and admin.
User accounts can upload files, share links and view analytics.
The admin is a super account that can add or delete users, change license authority and add app integrations along with the authorities of a user account.
The admin features of CloudFiles can be accessed via CloudFiles’ independent app. Steps to access admin features
To go to CloudFiles, from HubSpot, go to any of the CloudFiles widget present in Company, deal, record or contact and then click on the CloudFiles button. This will take you to the CloudFiles independent website where you can access all the admin features in the settings.
To know more about CloudFiles admin features check out articles from our knowledge base. Difference between Business & Enterprise License
Assigning roles and inviting users
To resolve any issue, contact us on support@cloudfiles.io or simply chat with us
This article needs updates. Will be updated soon.
- Go to your HubSpot account login with your admin email, click on any of the contact / company / deal record
- Locate the CloudFiles widget on the right side and click on the CloudFiles link at the bottom of the widget
- Click on "Go To CloudFiles button" in the dialog. This will open up the app dashboard
- Click the gear icon on
- Click on the Accounts button in the left sidebar
- Go to
- Click the gear icon on
- Click on the Accounts button in the left sidebar
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