Step 1: Check user permissions
- Is there a completed profile, created from your own HubSpot email address, in Sakari?
- Are you logged in to Sakari using the same email address?
- Is the profile aligned with outbound number(s) on the account (via Groups)?
If troubleshooting on behalf of another HubSpot user, please check the above for their HubSpot email address.
If the answer to either question is 'No', follow these steps:
- When logged in to Sakari, create a new Administrator user that has your new email address
- This sends an invitation email to this new address
- Log out of Sakari
- Find the email and follow the prompts to set a password and complete the profile for the new user
- Didn't receive the email? Try logging into Sakari via https://hub.sakari.io/accounts using the new email address - you'll be prompted to complete the profile the first time you log in
- Align the new profile with outbound numbers on the account by following step 3 in Configure a HubSpot user for Sakari
After completing these steps, please revisit the issue.
Security Tip: Avoid using a shared or public email address (e.g. info@yourdomain, help@yourdomain, admin@yourdomain) for Administrator access to Sakari.
Once your personal Administrator profile is set up, go to Settings > Account Settings > Users to reduce the permissions for shared or public profiles or delete them entirely.
Note: User profiles in Sakari are not chargeable, so profiles that provide shared access are not necessary.