Overview
The Magentrix Portal User Options for HubSpot enables internal HubSpot users to manage portal access directly from HubSpot contact records without logging into Magentrix as an administrator. This feature streamlines user provisioning and management by reducing the number of steps required to grant, modify, or revoke portal access, improving response time and operational efficiency.
Learn more about Magentrix's HubSpot integration.
Key Benefits
- Streamlined Workflow: Manage portal users without switching between HubSpot and Magentrix
- Faster User Provisioning: Enable new users immediately from their HubSpot contact record
- Simplified Administration: Perform common user management tasks in one place
- Improved Response Time: Quickly address user access requests and issues
- Centralized Management: Keep all contact and user management within HubSpot
Accessing Portal User Options
The Magentrix Portal User Options feature is accessed through a card on the HubSpot Contact page layout.
Setup Required: Before you can use this feature, the Portal User Options card must be configured on your HubSpot contact page layout. See Configuring Magentrix Portal Options for setup instructions.
Once configured, the Magentrix Portal User Options card appears in the right sidebar of HubSpot contact records.
Available Actions
The Portal User Options card provides different actions depending on whether the contact is currently a portal user:
For Contacts Not Yet Enabled as Portal Users
Available Action: Enable as Portal User
Click the Actions dropdown and select a community role to enable the contact as a portal user. The contact will immediately receive an activation email with login instructions.
📖 Detailed Guide: How to Enable a Portal User from HubSpot
For Active Portal Users
Available Actions:
- Deactivate User
- Reset Password
- Change Role
Active portal users can be managed through the Actions dropdown, which provides options to deactivate their access, send password reset emails, or change their security role.
Common User Management Tasks
Enable a New Portal User
Grant portal access to a contact who isn't currently a user.
When to Use: Onboarding new partners or customers
📖 Detailed Guide: How to Enable a Portal User from HubSpot
Deactivate a Portal User
Remove portal access while preserving the user's data and history.
When to Use: Offboarding users, team changes, or optimizing license usage
📖 Detailed Guide: How to Deactivate a Portal User from HubSpot
Reset a User's Password
Send a password reset email to help users regain access to their account.
When to Use: Forgotten passwords, security concerns, or account recovery
📖 Detailed Guide: How to Reset a Portal User's Password from HubSpot
Change a User's Role
Update a user's security role to modify their permissions and access level.
When to Use: Changing responsibilities, adjusting access levels, or promoting users
📖 Detailed Guide: How to Change a Portal User's Role from HubSpot
Reactivating Deactivated Users
If a user has been deactivated, they can be reactivated at any time through the same Actions dropdown. When reactivated, Magentrix sends a new invitation email to the user with login instructions.
Note: Reactivation follows the same process as enabling a new user. See How to Enable a Portal User from HubSpot for details.
Prerequisites
To use the Magentrix Portal User Options feature:
- The Portal User Options card must be configured on your HubSpot contact page layout
- You need appropriate administrative permissions in HubSpot to manage contacts
- Available Magentrix user licenses for enabling new users
- Valid email addresses on contact records
Getting Started
- Configure the Portal User Options Card: Follow the configuration guide to add the card to your HubSpot contact layout
- Review Available Roles: Understand which security roles are available for assignment
- Start Managing Users: Open any contact record and use the Actions dropdown to manage portal access
Related Resources
Setup and Configuration
User Management Guides
Additional Documentation
Last Updated: October 2025