HubSpot Ideas

AndyPitre

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.

HubSpotからのアップデート
September 07, 2017 03:58 AM
ステータスに更新: Delivered
August 09, 2017 03:59 AM

Update: Settings, Permissions & Teams Now Available to All HubSpot Accounts

I'm happy to announce that HubSpot rebuilt the tools you use to manage users inside HubSpot from the ground up. You’ll find a number of awesome improvements, and a clean new design. Please see this post from the Product Updates blog for a rundown of these new features.

 

Please note: These features are now being rolled out to all HubSpot users! This process will take us up to a week to complete - you’ll have them in your HubSpot account soon. In the meantime, you can still turn them on manually - see post above. 

ステータスに更新: In Beta
May 03, 2017 06:57 AM

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.

April 12, 2017 03:10 PM

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

ステータスに更新: In Planning
April 04, 2017 01:39 PM

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

27件のコメント
dwkohlhase
メンバー

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

roisinkirby
HubSpot製品開発チーム
otxogt
メンバー | Solutions Partner

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
参加者

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. 

techissueshelp
メンバー

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mitchellkp
トップ投稿者

@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
参加者

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