Teams and Permissions

Smart CRM & Sales Hub CRM
1

I’m cleaning up our SalesHub and looking for help on best way to setup Teams and Permissions.

Should I setup the permissions at the team level and add users as “Additional Team Members” or define permissions at the User level?
What is the difference of a Primary Team Member vs Additional Team Member at the Teams level? Would I still need to go and set the User permissions for each object?

2

Hi @JHernandez512,

Teams don’t have any effect on the permissions outside of object and content access (e.g. contact record access). A user would not automatically have any permissions for certain marketing or sales tools if they were a team member. That’s what roles are for (unfortunately limited to Enterprise subscriptions). With roles, you could assign the same set of permissions to multiples users. Without roles, yes, you would have to set the permissions for each user, again and again.

Teams generally have the purpose of managing object access of team members. If a user is a member of team A and their contact access permissions are set to “team only”, they would only see records from their team (owned by another team member). If they are an additional team member of team B, they could also access those records. So teams and additional teams are really a way to manage access to records, and less so a way to group permissions outside of object access.

Some general tips:

Limit export permissions only to people who need it (otherwise they could export your whole database as an Excel file and leave the company)

Limit import permissions only to people who know what they’re doing (imports can create a lot of damage, additionally, users with import permissions can also export recent imports)

Do not grant contact delete permissions for regular users (could cause a lot of damage)

Let me know if you have any follow-up questions!

Best regards

3

Hi @JHernandez512 ,
Users with Team permissions can access records owned by any members of their teams and any child teams.

When a user is added to an additional team:

  • the user can access the additional team’s records and any content that’s set to Team only permissions.
  • the user can access primary team members’ owned records.
  • the primary team members can access the additional team member’s records.

Check out this artcle here for better understanding.

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.