HubSpot administration: users and teams, properties, pipelines, workflows and data quality
For the person who looks after a HubSpot account: Super Admins and user permissions, record access by owner and team, deactivating versus removing users, properties and their internal names, deal pipelines with Won and Lost stages and required stage properties, workflow enrollment triggers and enrolling existing records, deduplication and merging, imports that update rather than duplicate, and who may install apps from the HubSpot Marketplace.
- Level
- Intermediate
- Length
- About 50 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 2 Oct 2026
- HubSpot
Skills you'll practise
- Give users the permissions their job needs, including record access by owner or team, and limit Super Admin and account permissions
- Choose between deactivating and removing a user and reassign their records first
- Create properties with correct field types and internal names and explain what can't be changed later
- Configure pipeline stages, probabilities and required stage properties without breaking reporting
- Set workflow enrollment triggers and decide deliberately whether to enroll existing records
- Prevent and resolve duplicates through deduplication keys, careful imports and irreversible merges
Course outline
- 1.HubSpot administrationVideo · 2 min
- 2.Users, permissions and teamsLesson · 17 min
- 3.Properties and pipelinesLesson · 16 min
- 4.Workflows, data quality, imports and appsLesson · 17 min
- 5.HubSpot administration: users and teams, properties, pipelines, workflows and data quality: knowledge checkKnowledge check · 16 questions
- 6.Final exam12 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- HubSpot Knowledge Base: HubSpot user permissions guide
- HubSpot Knowledge Base: Manage user permissions
- HubSpot Knowledge Base: Add and update HubSpot users
- HubSpot Knowledge Base: Remove HubSpot users (deactivate or remove)
- HubSpot Knowledge Base: Create and manage teams
- HubSpot Knowledge Base: Create and edit properties
- HubSpot Knowledge Base: Set up and manage object pipelines
- HubSpot Knowledge Base: Create workflows
- HubSpot Knowledge Base: Set your workflow enrollment triggers
- HubSpot Knowledge Base: Deduplication of records
- HubSpot Knowledge Base: Review and manage duplicate records
- HubSpot Knowledge Base: Merge records
- HubSpot Knowledge Base: Import records for multiple objects
- HubSpot Knowledge Base: Install apps in the HubSpot Marketplace
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.