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Allow users to be grouped into teams for permissions and reporting

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.

20 Comments
HubSpot Product Team
HubSpot Product Team
Status changed to: In Planning

We are currently working on a way to group users into teams, and then use those teams for reporting and permissions.

Jresnikoff
New Member

Hi Andy,

 

 This is also a make or break feature for us. Otherwise we love Hubspot's functionality, but we in order to bring it on full bore for the company, being able to create working groups around contacts is critical. I see that the status has been changed to "In Planning" - can you give any additional info about when we can expect this feature to roll out?

 

Thanks,

Joshua

HubSpot Product Team
HubSpot Product Team

Hi @Jresnikoff, we're actively working on this feature and we are hoping to have a beta in the next few months.

AronJ
Occasional Contributor
Link contacts together as TEAM members

Often times I have a TEAM of 2-5 customers/contacts involved in the sales process. 1 contact is the leader and the others are team members. So there is the following structure: COMPANY > Team1,2,3 > Contacts.

 

Solution for: How can I link contacts together as TEAM members?

dja
New Contributor

Hi Andy, 

The security by team should apply to the deals only.

Not to the contacts nor companies which should be shared across all teams in an organization.

Do you have an estimated delivery date of this feature?

Thanks

poneal
New Contributor

Is there any way we can extend this to content publishing and limiting permissions to specific domains/subdomains?

slokam
Visitor

This could be the biggest deal breaker for our sales teams. Our sales teams like to keep their individual team deals, companies and contacts not visible to other teams. Also, it is easy if you have multiple sales managers to track their team acitivities easily. I would say this is a must in HubSpot CRM.

HubSpot Product Team
HubSpot Product Team
Status changed to: In Beta

We are happy to announce that the ability to create teams, and set view and edit permissions based on team membership is now in beta.

SalDeRose
New Contributor

Signal 88 Security is a franchise and requires additional layers for in CRM for users.

Currently there is only the Main Company, then a division or sub company and then a user.  Users can see their data and/or company data but NOT their regions or team’s data.

 

We have our top layer the franchisor or main company, then we have franchisees – offices or regions if you will, in those offices we have multiple people who need to work together and see that offices/region’s data but we cannot.  We can see our own or the whole company, that’s it.  This should be an easy fix to allow groups access to an office or Multiple offices.  Can you help?

Huzzpa
New Contributor

Is this feature now available with Hubspot?