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
dwkohlhase
New Contributor

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

Community Manager
Community Manager
otxogt
New Member

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
New Contributor

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
New Contributor

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mitchellkp
Top Contributor

@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
Regular Contributor

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