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 🙂
It's shocking that there isn't a fix for this issue yet. As so many have stated before me, we too have representatives who are multi-role or who sell to multiple, yet different customer segments. Hoping this problem gets addressed soon.
Upvoting this as well, I would like to use a team for our rotation of leads. The members of the rotation change frequently but all members are currently part of a primary team and since the additional team feature does not allow for the rotation action there is no way to just update in one place the new members weekly, I have to update the members individually in each workflow.
++ to both commenters here. We are also running a pod model with our teams. I would have expected "additional teams" to pull those members into reports filtered by "Hubspot Teams"
Yes, also critical for our business. We have some blended roles until the business grows to support dedicated new hires to report within a single team.
Yes, this is a VERY important feature. In addition to the requirements from a pure sales team perspective (different regions/areas) also our CSM team is responsible for sales (upsell til existing clients) So I want also to report (from report builder) but also should subteams contribute towards sales goals.
We have a client with users that exist in multiple teams.
We need users to be in multiple teams (or additional team members), so that we can use those teams in workflows to send internal emails / notifications.
This is such a fundamental need I was very surprised to find out it wasn't possible. One of the biggest pros of HubSpot is the ease of reporting and the ability to choose a team to report on. Please include this function!
Chipping in with my +1 too. This seems like a completely needless restriction on capabilites. Like many others, I have users straddling Teams and having to micro-manage individual memberships for notifications rather than simply notify a team is a pest
Needs to be fixed. Almost 3 years ago now the post was made.
Defeats the purpose of having teams that you can use in Workflows.
Instead of "Hardcode" communications to specific users you should be able to use "Teams" to add and remove users. It's nearly impossible if you have multiple Workflows that are hardcoded to users to keep track of who gets what. Much easier to use the "Team" in the Workflow and remove and add new users from it.
It's a must, for High level Managers to be able to aggregate teams performance and for Team leaders and teams to be able to have a single dashboard to refer to without having to duplicate it and select all the different deal owners !!
+1 . Currently adding a lot of additional manual workarounds with such limited functionality with teams. Could be easily resolved by allowing a user to be a primary team member of more than one team. Agree that it seems like a completely needless restriction with the current set up.
I think this feature should be handled at least for nested teams to begin with. If I am part of a parent team, then a sub-team within that, that's a different scenario to me being part of two completely different teams.
This would be fantastic feature to have when organisations have sales reps that cut across multiple teams.
