how to manage my teams

Smart CRM & Sales Hub Sales Hub Tools
1

hello everyone

hope you are doing well

we just upgrade our plan to a sales hub

I am looking for some resources to set up team

I need to place a team manager with full permission on his team members.

so we can assign contacts to him from the admin account

then can assign this contacts to his team as he wants

2

Hi @Muhammed-Elamir,

These resources should be what you’re looking for:

Create and manage teams

HubSpot user permissions guide

Edit user permissions

Best regards!

3

thanks for your reply,

is this features available in sales hub professionl plan?

4

Hi @Muhammed-Elamir,

Yes, please note the “Available with any of the following subscriptions” right at the beginning of each of the pages I linked.

Best regards

5

it works well, thank you

i have another question please, my sales professional plan has 22 users, and my account has about 26 users, how to give these upgraded features to curtain accounts?

6

Hi @Muhammed-Elamir,

Here’s how you can manage paid users: Assign and manage seats

If my previous replies have helped you, please mark them as accepted solutions!

7

thanks for your help, that is the second time to help me, and i appreciate that, thanks a lot

8

as i understand the team leader will be super admin, so he will see all data and leads, and thats not good

is there away to just make team leader for every team so he can control his team data only

?

9

Hi @Muhammed-Elamir,

Managers don’t necessarily have to be super admins. A super admin should be the person who’s managing your entire HubSpot portal across teams.

And yes, permissions can be set by team and by position. Have you read the three articles that I shared? Please review them in detail. After doing so, I can answer any open questions you might have.

Best regards