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.

 

 

150 Replies
Occasional Contributor

Please make a user be able to be member of ATLEAST two teams. It is quite rubbish and a real show stopper for us. 

New Contributor

Agree! Need this one too.

Top Contributor | Diamond Partner

Hey Everyone. I think I have some great news. A solution to this problem.

 

There is now the ability to create a custom contact property that uses HubSpot Users, just like the contact owner contact property. 

 

You can create a new contact property called "Owner Team Lead" and essentially assign a contact to two people. This will allow a contact to be assigned to someone like a rep with Owned Only or Team Only access and additionally a Sales Manager. No, the sales manager is not technically a member of multiple teams, but workflows can be set up to add them as a second owner, granting the access/visibility we were looking for.

 

New Member

Concur.  This is almost a show stopper for us with regards to security.

Occasional Contributor

If I create a property called "Owner Team Lead" with the "Field type" "HubSpot user" - is this really working with the HubSpot features and access settings from the user settings?

Top Contributor | Diamond Partner

@AndreaTinner  Correct, it is using the HubSpot access settings as if "Owner Team Lead" is the "Contact Owner."

Status updated to: In Planning
HubSpot Moderator

Hi HubSpot Community, 

I truly appreciate all of your feedback and input on this idea. We've begun considering and planning how to implement this functionality across HubSpot. If this is something you're still interested in contributing to, great, we could use your feedback! We've put together a form to learn more about your businesses needs - you can find it here.

 

For those who are willing to provide us with a bit more input via the above form, you'll likely be first in line for beta access to this functionality once it has been developed. 


Thank you again for your continued input in making HubSpot a better Product! 

Occasional Contributor

Need this NOW! Our Sales Executives work in Sales Pods by region. I have a couple of people that work on two pods and need to be able to assign to the associated teams. This thows off my metrics and tracking for the specific pod... PLEASE ADD THIS FEATURE ASAP! Thanks!

New Contributor

This is required. Staff have multiple roles in multiple teams.

Occasional Contributor

This is a must have 😉

Regular Contributor

Ideally, would also be able to send correspendence based on a users "TEAM" .. for example, you want to send all "SALES TEAM" a link to sales training, or all "SERVICE TEAM" a note that you have a new knowledge base loaded ETC. Right now the only work around is to re-create the the team in lists:

 

list of internal contacts

 

Then set the criteria for your inclusion list will be is NOT a member of that list.
Here's how to do that: https://knowledge.hubspot.com/articles/kcs_article/salesforce/create-a-salesforce-inclusion-list 

 

AND THEN create lists with your internal team member assigned to their team "LISTS"

New Contributor

This would be a great feature! I have a frontline team, and I want some of its members (not all) to pick up the live chats, so I wanted to make a Support team!... but alas, users can only be members of one team! Seems like a real flaw in the teams functionality because people (especially in smaller organisations) work across teams! 

New Member

This is an essential feature that must be enabled immediately. Many organizations out there have members that manage multiple teams.

New Contributor

We also need this feature! For agile cultures it is necessary to work in multiple teams.

Visitor

YES!! In agreeance with this idea!! For our business we have multiple locations all of which need to be their own teams. I do have Sales staff that oversee multiple locations/teams so those indiviuals would require access to those location/teams relevant to them. At the same time there are staff members that I would prefer not have access to any other locations/teams other than their own so love the teams feature!! 

 

The other issue currently is that if I have a userer that isn't assigned to a team so that they can have access to all teams, any contacts/companies/deals that they have created aren't seen by anyone unless they also are unassigened to a team. 

 

The idea of this feature is great however in its current format is very restricting and almost defeats the purpose of having the feature.

Regular Visitor

As a manager of multiple teams how am I supposed to do my job without this functionality?

Occasional Contributor

You cannot.

Regular Contributor

Something similar with Child and Parent Team Permissions is also here: https://community.hubspot.com/t5/HubSpot-Ideas/Permissions-on-Child-and-Parent-Teams/idi-p/260432

Occasional Contributor

Definitely needed. I just realised some of our team couldn't access set contacts due to them being in another team. As some have said teams are not that useful if you can not be part of multiple teams. 

 

For this reason, we had to create a dummy user that is assigned to a management team that only Admin superusers can access but still be part of another team. 

 

It did not solve the problem of needing staff to be part of different teams though. 

 

Be great to get this feature sorted. 

New Contributor

This is astonishing that it is still not a feature.