User Management

Workspace Users

The User Management tab is where administrators control team access, MCP 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 MCP Access, 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.

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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.

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Configuration Options:

• Admin: toggle to make the user an administrator. Administrators can add and manage other users.
• MCP Access: on Pro and Max plans, this is enabled by default for each user. Turn it off to block that user's new and existing MCP connections from accessing workspace revenue data. Essentials workspaces show this setting as disabled for every user; upgrading to Pro or Max enables it for the whole team so an administrator can adjust individual access.
• 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.

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