Issues with visibility permissions across teams

[CAndresen]

Hello HubSpot Community,

We are facing a challenge with how we manage visibility for different sales teams and their activities in HubSpot and would appreciate some advice.

We have three types of sales reps:

1. Team A: Handles regular customers, and all reps need to see activities across the team.

2. Team B: Handles customers with NDAs, and only the team members working on those customers should be able to view their activities.

3. Team C: Represents an entirely separate company, and no one from Team A or B should be able to see their activities, nor should Team C have access to any activities from Team A or B.

The structure we want is:

•Team A: All sales reps are part of this team (also members of team B) and can see all activities across countries, except for those from Team C.

•Team B (NDA team): Only team members of Team B should see activities; no one outside the team should have access.

•Team C: Should not be able to see any activities from Team A or Team B.

The issue we’re facing is that HubSpot’s nested team functionality only eliminates extra team members from reports and round-robin assignments. However, activities from Team B (NDA team) are still visible to all in Team A if they are a part of Team A.

As a workaround, we’ve isolated those working with confidential customers in Team B alone, but this prevents them from working with Team A on regular customers.

We’ve tried using the Shared Teams feature, but it only grants access to records, not activities across teams. Similarly, assigning a rep as a collaborator doesn’t resolve the issue, as activities remain hidden when the reps are part of different teams.

Is there a way to set up this kind of access control in HubSpot, allowing us to manage both regular and NDA customer activities without compromising collaboration across teams?

Thanks in advance for any suggestions!

[kennedyp]

Hi @CAndresen! Welcome to the Community-- happy to have you here 😊

Thank you for this thorough explanation. It sounds like you have explored Teams in your HubSpot account, but haven't quite found a system to work. 

Let's invite some of our experts and community members to share their insights. Hey @Caryn_Prentice, @Bryantworks, @OPerek-Clark, or @franksteiner79 do y'all have any suggestions for how we might be able to arrange these teams to allow this type of permission or would this not be possible at this time? 

Best, 
Kennedy