Allow users to be 'primary team member' of more than one team
Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below).
This is problematic and causing us considerable pain because some users need full access to multiple teams, e.g. an individual who is multi-role, or management/supervisory staff who need to monitor what goes on in the team. This is particularly true in smaller businesses. The one primary team restriction seems unjustifiable .
These users will not be included in any team reports, routing rules (e.g., conversation routing rules), team notifications (e.g., form submission email notifications to a team), or workflow rotation actions. They will also not be able to view any custom records views set up for the team.
The solution is to allow users to be primary members of multiple teams.
Hi folx! I’m Liz Handt, the Product Manager for HubSpot’s Users & Teams tools.
Thank you all for taking the time to submit, upvote, and comment on this Idea. I'm happy to report that this Idea is now In Planning. This means that our team is preparing designs for this feature. However, we would love to have a short conversation with customers to better understand your experience, and get some feedback on the solutions we're pursuing. If you’re interested in sharing feedback and are available for a 30 minute call in the next few weeks, please fill out this form. Thank you!
All updates will be relayed on this thread, so stay tuned!
Hi all, thanks for your feedback here! We are currently reviewing this and other Teams related feedback and are hoping to introduce some changes to help with the usage of Teams in apps like Reporting, Forecasts, Goals, and in Routing functionality.
We've spoken with a few of you already, but would love to have a short conversation with additional customers and chat through a solution idea specific to the Sales Reporting feedback. If you are interested in sharing feedback and are available for a 30 minute call in the next couple of weeks, please send me an email at jfeeney@hubspot.com.
All team members, regardless if they are primary or secondary team members should be included in the reporting tool. There are many times when a Deal Owner may play a fundamental part in two different teams, and should therefore not be excluded in the reporting for that team.
At the moment, it is a limitation that almost defeats the purpose of having teams. It would be brilliant to see in a future product rollout 🙂
Upvoted! Thinking about it, what's the purpose of someone being an "additional team member"? They are either in a given team or not; nobody anywhere is in a team "additionally." If they are in a team, they need full access like every other member.
Is it perhaps that we don't need the entire sophistication of main vs additional team memberships because it, in fact, is counter-productive? I suppose just straightforward multiple team memberships would be better?
The particular consequence that is unhelpful to us, is one less discussed here: when you're moving a piece of content from one Inbox to another (so that a correct team can deal with the matter), you can mark someone to become an owner of that piece when it lands in the target Inbox. But you can only mark people who are main team members of teams with access to that target Inbox. People who are additional members are not even showing on the list.
Yes, there are workarounds, like scrapping the whole team concept and controlling individual Inbox access by user, and I'll have to do just that now - but that is such a step backwards. There really is no reason for this hurdle to be there.
We need this for reports and simple record filtering. We want to pull up a list of specific users based on extra teams they are on. Some people are on multiple teams, so we can't make it the primary team. This shouldn't be too hard to do.
Hi folx! I’m Liz Handt, the Product Manager for HubSpot’s Users & Teams tools.
Thank you all for taking the time to submit, upvote, and comment on this Idea. I'm happy to report that this Idea is now In Planning. This means that our team is preparing designs for this feature. However, we would love to have a short conversation with customers to better understand your experience, and get some feedback on the solutions we're pursuing. If you’re interested in sharing feedback and are available for a 30 minute call in the next few weeks, please fill out this form. Thank you!
All updates will be relayed on this thread, so stay tuned!
Need this to send workflow notification emails to a team based on geographic region. But users can be part of multiple teams and would need to receive emails from multiple geographic regions. Currently can't set this up because they will only receive these notifications if they are a primary member of a team, and they can only be that of 1 team.
Ideal for me would just be to do away with secondary/primary. You're a member of a team and that's it.
Você deve ser um usuário registrado para adicionar um comentário aqui. Se você já estiver registrado, faça logon. Se você ainda não estiver registrado, registre-se e faça logon.
