Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they support.
Ideally, we'd be able to create roles for units and assign them to users based on which team they're a part of at our organization.
I'm not seeing any work-arounds for this, or any way to assign a user to a particular unit, which is somewhat disappointing and defeats the purpose of much of what we needed business units for.
Totally get your frustration—role-based access at the unit level should be a basic feature, especially when you're trying to scale support and keep things cleanly segmented. It really limits how effectively you can use business units without that control.
This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.
“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.
In regards to this request, the information in the note in the March 2025 still holds true. Any updates to this feature will still be shared here as the team progresses!
For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.
Following this for future updates. Currently working with a customer with 150x teams (using team permissions) and things like workflows and lists do not have granular separate in terms of editing and visibility. There are new features to show/hide from view if you set them up on a specific workflow/list, but the default is ALL edit or ALL view. Team permissions just dont cut it.
👋 Hey HubSpot community - Hope you all are doing well. I'm Jakob Leonard from our Product Team here at HubSpot. I'm currently exploring this problem space and wanted to dig in a level deeper with you all.
I'm looking for folks who would be willing to jump on a call for ~30 mins so we can dig into your business, how you've set up HubSpot to match your business, and core friction areas related to Brands, Permissions, etc.
If you are willing, please send me an email: jaleonard@hubspot.com. I'd love to chat 😀
Hi everyone! My name is Hallie, and I'm a Program Manager on the CXM Team. I connected with the product team on this request, and it is still on the roadmap, but I am marking it as 'Idea Submitted' for the time being because it's not quite in development yet. You are still welcome to book time with Jake to talk about this in more depth via the link in his comment here if interested. 🙂
