CRM

MHamad
Participant

Changing "Hubspot Team" property value

SOLVE

Is it it possible to change the "Hubspot Team" property on certain records to the record owner's non-primary team? It does not appear that I can edit the property value.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Changing "Hubspot Team" property value

SOLVE

Hi @MHamad,

 

If the contact access permissions of some users are "Team only", and a contact is owned by user 1 who is both in team A and B – then changing the HubSpot Team will not change who can view the contacts. Both users in team A and B are still in the same team as user 1. Their "Team only" access permissions still hold true, they can still all see the contact.

 

More on this here: Assign users to additional teams

 

They'll then be able to access the additional team's records and content with Team only permissions. Additional team members can also access primary team members' owned contacts. 

 

In other words, even if you were able to change the HubSpot Team, it wouldn't change anything about who can access the contact, as the group of people associated to the owner via a primary and secondary team does not change.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

MHamad
Participant

Changing "Hubspot Team" property value

SOLVE

Hi @kvonloesecke ,

 

Thanks for the information. Unfortunately a custom property does not quite acheive what I am looking for since we set user permissions based on their team and we need to make sure that the correct users have access to the record. Also, changing the owner's primary team would incorrectly classify the majority of their records.

 

Do you have any other recommendations on how to address this use case?

 

Thanks,

Michelle

 

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Changing "Hubspot Team" property value

SOLVE

Hi @MHamad,

 

If the contact access permissions of some users are "Team only", and a contact is owned by user 1 who is both in team A and B – then changing the HubSpot Team will not change who can view the contacts. Both users in team A and B are still in the same team as user 1. Their "Team only" access permissions still hold true, they can still all see the contact.

 

More on this here: Assign users to additional teams

 

They'll then be able to access the additional team's records and content with Team only permissions. Additional team members can also access primary team members' owned contacts. 

 

In other words, even if you were able to change the HubSpot Team, it wouldn't change anything about who can access the contact, as the group of people associated to the owner via a primary and secondary team does not change.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

kvonloesecke
Community Manager
Community Manager

Changing "Hubspot Team" property value

SOLVE

Hi @MHamad,

 

Thanks for reaching out! 

 

It's not possible to edit the HubSpot Team property. The team is a reflection of the owner, to change the team you would need to change the contact owner, or the team the contact owner is on. I would recommend creating a custom property for the non-primary team if you would like to have this data on the contact record. 

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Upvotes