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 updates
Allow users to be grouped into teams for permissions and reportingCommunity Manager
09-07-2017
Allow users to be grouped into teams for permissions and reportingCommunity Manager
changed to: Delivered
08-09-2017

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. 

Allow users to be grouped into teams for permissions and reportingHubSpot Product Team
changed to: In Beta
05-03-2017

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.

Allow users to be grouped into teams for permissions and reportingHubSpot Product Team
04-12-2017

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

Allow users to be grouped into teams for permissions and reportingHubSpot Product Team
changed to: In Planning
04-04-2017

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

27 Replies
OCS
New Member

As it currently stands, a user can not be limited to seeing only assigned deals without also limiting his/her ability to view Contacts and Companies.This bundling of Contacts/Companies/Deals is rather clunky.

 

Ideally, managers can allow users to view contacts and the associated companies, but not deals. This will allow sales team to be informed and avoid accidentally prospecting someone else's lead, without having actual access to intimate deal details. 

Are there any plans on the horizon to make user permissions more flexible??

beatrizarantes
New Contributor

I would like to be able to create sales territories with one or multiple sales users assigned to them.  The Sales users assigned to the territories would be able to see all contacts and companies within those terriroties, but not ones outside of their territory.  

 

Currently the only way to restrict viewing of contacts is via HubSpot Ownership, but you can only have 1 Hubspot owner per contact or company.

 
We also want to create a view for the Sales Manager of one territory to be able to check the progress of their team, but not be able to see the other team's deals. 
Community Manager
Community Manager
updated to: In Beta

@beatrizarantes this feature has just been released to Beta! With the new User Permissions settings currently being tested by our product team, portals will now have the option to create teams for their users. Teams are sets of users with the same permissions. Once you've created a team, you can assign individual users to it, and filter on team ownership and team activities in the CRM.

 

All users should now be able to switch back and forth between these two different permissions settings, but once they edit a user's permissions or add a new user using new User Management, they won't be able to switch back

 

Let me know if you have any questions on this!

May

Matias_Poisson
Occasional Contributor

Is this feature available for all accounts or just Beta? Because I've been granted with access to some Beta features but cannot find this. Thanks!

AmarP
Visitor

Hi,

Just tried out this feature. Gread enhancement. However, it seems like a user can belong only to 1 team at a time. That severely limits the ablity to setup team based selling/client management and contacts access.

 

In the Teams setup, I can add a user to a Team. However, when a user is added to a team, it reomves that user from any previously assigned team, effectively leaving the user only on the latest team assigned.

 

Can you please allow for a user to belong to multiple teams to fully leverage team based permissions.

 

OliverP
Regular Contributor

Agree with @AmarP, multiple teams per person is a must. Even if this is only applied to the management who need to see a range of products/teams, it will always be the case. @AndyPitre

Huzzpa
New Contributor

How do I get access to this feature?


@AndyPitre wrote:

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.


 

Huzzpa
New Contributor

How can I get access to this beta feature?

Community Manager
Community Manager

@Huzzpa these changes should now be live for all users; you can learn more about the updated user roles in this article!

Community Manager
Community Manager
updated to: Delivered

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.