Allow users to be grouped into teams for permissions and reporting

[AndyPitre]

For companies that work with independent sales teams for different product categories, we need to create different sales groups and each one of them needs to have a very own "sales group admin".

This "sales admin" would only be able to see the deals within his team but not deals from other teams.

Respectively, a sales person from a certain team could not have access to deals that are not in his group.

Lack of this single feature is making our clients use a separate CRM.

[dwkohlhase]

With this solution being in beta, have you already gathered requirements and determined the LOE?  Any targeted deliverable dates?

[roisinkirby]

@Huzzpa it is indeed - find out more here: Settings, Permissions & Teams Now Available to All HubSpot Accounts

[otxogt]

This idea has worked great. But now I´ve encountered problems with this for several clients.

1. Team leader: we have clients that have different teams but the same team leader, it is important that one person can view different teams.

2. Member in different teams: we have users that are in different teams but can only be assigned to one.

Thank you

[DamianoM]

Hi,I don't understand, if there is now possible to assign the same person to more than 1 team.

It could be very useful. 

Thank you. 

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[mitchellkp]

@AndyPitre - is there a way to set default/universal permissions for a specific team? Then when you create a user and assign that user a team, that user gets all those permissions?

[user5327]

Do we have any news in relation to enhancing this feature to allow a user to belong to more than one team?

https://community.hubspot.com/t5/HubSpot-Ideas/Grant-Users-Access-to-Multiple-Teams/idi-p/27413