I thought that I could assign a team (3 users/members) to a specified group of companies, so only those companies are available to them for certain period of time.
Teams work in combination with access permissions. By default, users have permissions to see all records. You can however change this to owned only or team only.
For team only, a user would only see records owned by themselves or by another member of their team – that's where the team comes in. (Ownership of records can be assigned in multiple ways, see here.)
So, for example, you have companies A, B, and C owned by user 1, and companies D, E, and F owned by user 2. If there's a third user whose permissions are set to "team only" and they're on the same team as user 1, they could also access A, B, and C. If user 2 joined the team, all of them could access A through F.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Teams work in combination with access permissions. By default, users have permissions to see all records. You can however change this to owned only or team only.
For team only, a user would only see records owned by themselves or by another member of their team – that's where the team comes in. (Ownership of records can be assigned in multiple ways, see here.)
So, for example, you have companies A, B, and C owned by user 1, and companies D, E, and F owned by user 2. If there's a third user whose permissions are set to "team only" and they're on the same team as user 1, they could also access A, B, and C. If user 2 joined the team, all of them could access A through F.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer