Account & Settings

Legatus
Participante

How to edit team name?

resolver

We changed the name of our team and simply want to edit this(we have the free vrsion and only allowed 1 team). How can I do this?

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1 Soluciones aceptada
ajwiggins85
Solución
Colaborador

How to edit team name?

resolver

Hi @Legatus

 

Great question! From your HubSpot Portal:

 

  1. Click on your profile picture located in the upper right-hand corner
    • Select settings
  2. Click on Users & Teams located in the bottom left-hand corner
  3. Click All Users located above the individual usernames
    • select the team you want to update
  4. Click on Team Actions second from the right in the upper right-hand corner
    • select Edit team
  5. Update the Team name to the new desired name. 

Let me know if you have any issues. Happy to jump on a screen share and walk you through this if you'd like. 

 

Did my post help answer your query? Help the Community by marking it as a solution!

 

Have a great weekend. 

 

Cheers, 

 

- Adam

Ver la solución en mensaje original publicado

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5 Respuestas 5
ajwiggins85
Solución
Colaborador

How to edit team name?

resolver

Hi @Legatus

 

Great question! From your HubSpot Portal:

 

  1. Click on your profile picture located in the upper right-hand corner
    • Select settings
  2. Click on Users & Teams located in the bottom left-hand corner
  3. Click All Users located above the individual usernames
    • select the team you want to update
  4. Click on Team Actions second from the right in the upper right-hand corner
    • select Edit team
  5. Update the Team name to the new desired name. 

Let me know if you have any issues. Happy to jump on a screen share and walk you through this if you'd like. 

 

Did my post help answer your query? Help the Community by marking it as a solution!

 

Have a great weekend. 

 

Cheers, 

 

- Adam

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JSChicago
Miembro

How to edit team name?

resolver

Does not work...perhaps the UI has changed?

RickW
Participante

How to edit team name?

resolver

Having the same problem. Instructions say "If you are a Free, Starter, or Professional user, click the dropdown menu at the top left and select the team name. Click the Team actions dropdown menu and select Edit team, or click Remove team to remove the team from your account. " However, when I select the team name, no "Team actions" dropdown menu appears anywhere on the page. Refreshing page and logging out and back in to not help.

Rick

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Legatus
Participante

How to edit team name?

resolver

Thanks - at first it didn't show that Team Actions button.  But after I clicked on the All Users button, not just the checkboxes, then I clicked on the name and the function appeared.  Thanks!

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ajwiggins85
Colaborador

How to edit team name?

resolver

@Legatus - of course! Do you mind marking my post as a solution? It will help others in the community who are having the same issue. 

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