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Grant Users Access to Multiple Teams

We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for.

 

This will allow our support staff to support multiple individuals in a way they can't at the moment and in reality, in many businesses, an individual will often work with more than just their own team. The user permissions settings are far too basic at the moment with just 'individual', 'team' and 'everything' not granular enough.

 

 

HubSpot updates
145件のコメント
agkmay
一般投稿者

As marketing or sales ops, being able to share dashboards with your 'team' is only works if you are building dashboards for one team. Being able to have an 'admin' assigned to multiple teams so they can create dashboards is just one bandaid to the fact that there isn't a 'master admin' feature. 

 

This idea gets my upvote and priority!

MariaD
新規投稿者

Yes-I hope that HubSpot fixes this soon.

TracySteel
一般投稿者

I have a sales rep who looks after multiple locations in the UK. I need to create dashboards for MI reporting for each location, this is currently hard/impossible to do. I find it strange that this function doesn't exist already. Please build it in! How can you have a member only allowed in one team?

MariaD
新規投稿者

I couldn't agree more Tracy. It's extremely limiting and makes the CRM almost useless to manage teams. Hopefully, HS will listen to the community on this.

hohmann
一般投稿者

We have a number of contacts, resources, vendors, support services that all of our teams need access to. We created a generic user that owns these contacts and we want to add this user to all teams, so that everyone can see those contacts. There must be a way to share certain contacts with multiple teams without giving them access to all contacts.

dblock
一般投稿者

Totally agree.  We have senior sales agents that work on several different teams.  Current configuration does not work.  

LPM
トップ投稿者

bump

Jon_Sasala
トップ投稿者

+1

AndreaTinner
一般投稿者

Any progress? A more detailed team management and possibiliity to add users into more than one team would be core to use this feature properly.

attilioorelli
新規投稿者

Upvote this idea