How to restrict a user from connecting their personal email?

To prevent users from connecting their personal email to HubSpot for security and data protection purposes.

Key Steps

1. Access the HubSpot platform as a super admin.

2. Navigate to "Settings" and select "Users and Teams."

3. Identify the user you want to restrict from connecting their personal email, whether inviting them or if they are already in the system.

4. While setting their permissions, locate the account settings section.

5. Within the account settings, disable the option for connecting personal email.

Cautionary Notes

• Ensure that you have super admin access to make these changes.

• Double-check the user you are restricting to avoid any unintended restrictions.

• Communicate clearly with the user about the restriction to prevent confusion or frustration.

Tips for Efficiency

• Keep a record of users who have had their personal email connections restricted for reference.

• Regularly review user permissions to maintain security protocols.

• Provide training or resources for users on alternative methods for communication to compensate for the restriction.