User Management
Add, edit, or remove users and assign roles to control access levels. Manage your Data Parrot account settings and integrations.
Workspace Users
The User Management tab is where administrators control team access, notification preferences, and notification filters for everyone in your workspace.
The page header has an Add User button. The Workspace Users table lists every user in your workspace with their Email Notifications, Slack Notifications, and notification Filters at a glance. Use the pencil icon in the Actions column to edit a user, or the trash icon to remove them.
Adding / Updating Users
Click the Add User button to open the Add User dialog. Pick a user from the Select User dropdown. This is a list of your HubSpot users, so they must already exist in HubSpot to be added to Data Parrot.
Very Important: Any user of Data Parrot can see all data from HubSpot. This is common in HubSpot: all users can see everything, but it is important to know that this is the case.
Note: If they were just added to HubSpot, the users should show up in Data Parrot shortly after.
Configuration Options:
- Admin: toggle to make the user an administrator. Administrators can add and manage other users.
- Email Notifications: toggle Daily Email and Weekly Email independently.
- Slack Notifications: toggle Daily Slack and Weekly Slack. Slack notifications require Slack to be connected in Integrations.
- Notification Filters → Deal Owners: limit this user's notifications to specific Deal Owners.
- Notification Filters → Pipeline & Stage Filters: limit this user's notifications to specific Pipelines and Stages.
The notification filters apply to both the daily and weekly notifications (Email and Slack).
Note: If you add a user beyond your purchased seat count, the additional seat will be pro-rated on the next invoice in the billing cycle.