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.
Yes to this. I also think being able to restrict a property or property group to a certain team would solve a lot of the needs of this. So everyone can see general info on a contact, but only certain teams can see certain contact/company properties.
We have users segmented in different teams, Say Team A, B, C, D. While some users have access to view all contacts, some have access to view only their contacts or those within their team.
Currently, support has advised that there is NOway to assign certain users to multiple teams so that those that are restricted can also view select other teams contacts/deals etc?
The use case would be:
Say Tom belongs to Team A (leadership team), Sarah belongs to Team B (Europe Region). Tom would like Sarah to help work on his and other members in Team A, on their contacts and deals. Sarah needs to stay in Team B along with acess to all or selected members of Team A.
We have users segmented in different teams, Say Team A, B, C, D. While some users have access to view all contacts, some have access to view only their contacts or those within their team.
Currently, support has advised that there is NO way to assign certain users to multiple teams so that those that are restricted can also view select other teams contacts/deals etc?
The use case would be: Say Tom belongs to Team A (leadership team), Sarah belongs to Team B (Europe Region). Tom would like Sarah to help work on his and other members in Team A, on their contacts and deals. Sarah needs to stay in Team B along with acess to all or selected members of Team A.
I do see part of the challenge being around reporting. In @aashpatel's example, when you view pipeline reporting for Team A, Sarah's deals will now be counted towards Team A which might not be ideal.
I too need this feature. Just sympathising with the programming challenges of doing it properly.
Great request and a desparate need. Another way to skin this cat would be to allow different permissions to companies, contacts, deals and tasks. Thanks!
At Intraverse Technologies we are running multiple projects each with separate investment offerings, with multiple team members across each of these projects, including a deal team per project and a sales team per project, as well as business analysts, consultants, internal resources who need different sets of contacts, deals and pipelines access and visibility.
The functionality required is to allow specific contacts, companies, and deals to be visible to specific teams, with individual HS users being allowed to be added to multiple teams.
Great idea. I was working with the team settings the other day as we have several members that work across several teams. The current set-up is unuseable in this scenario. Most organisations have evolved so that people aren't locked into one role, sitting at one desk. Modern businesses have people across more than one role = more than one team and it's vitally important this is reflected in HubSpot teams.
Issue: HubSpot users cannot be assigned to more than one team.
Use Case(s): Management || Support
Management - Already discussed. Many of our jobs require that we are on multiple teams (e.g., compliance, safety, management, Sales, Marketing, etc, or any combination of the above).
Support - Support personnel are typically members of more than one group -- e.g., Email Support, HubSpot Support, Salesforce Support, Active Directory Support, X-Support. As technology permeates our lives to an ever increasing degree even non-support personnel are being tasked with support responsibilities. One example might be the Marketing Manager working on a data hygiene project with an audit team. Do we remove the Marketing Manager from their normal 'team' thereby causing them to lose access to any HubSpot assets (i.e., filters, etc.)?
As HubSpot moves deeper into the startup and SMB spaces the need for this capability will only increase. I honestly can't name a single startup where any individual has a single role, or is part of a single team.
Maybe thinking of these things HubSpot is calling 'teams' as more like GROUPS will make it easier to see the endless overlapping possiblities.
It is essential that a user can be assigned to more than one team. And this should be relatively easy to implement for HubSpot. We need our business development team to have visibility and remain connected to all the leads who have converted to customers. Currently we have to put all our account management and business development people in one team and that creates the possibility of account management team members accidentally changing data/lifecycle stages, etc.
