Allow users to be 'primary team member' of more than one team

To those asking, “Why would I use nested teams if I can’t use more than a user’s main team for reporting?” You may be interested to know that, in addition to reporting, teams are used for other things in HubSpot, which take nesting into account - namely permissioning of HubSpot features and content.

If you are using team-level permissioning and have a nested team structure, it’s important to be aware of how access levels flow. According to HubSpot, “Teams above others can see everything owned below them, but the teams under can’t see everything owned by the team above them.” For example, In the nested team structure below, Team 1 will have access to everything that it has specifically been granted access to AND it will acquire the access granted to the teams below it (Team A, Team B, Team i, and Team ii). Similarly, Team A will have access to everything that it has specifically been granted access to AND it will acquire the access granted to the teams below it (Team i and Team ii). Conversely, Team i will only have access to the content that it has been specifically granted access to; it will not inherit access from the teams above it.

  1. Team 1
    1. Team A
      1. Team i
      2. Team ii
    2. Team B