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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 Comentarios
Moderador
Moderador
Estado actualizado a: In Planning

Hi HubSpot Community,


Dylan from the HubSpot Product Team here.

Thank you so much for your continued feedback and input on this issue. I'm excited to let you all know that in the coming weeks we're preparing to bring this feature into a private beta for Professional and Enterprise HubSpot accounts. 

If you'd like to request access to this private beta once it becomes available - please submit this form.

Note: we will be prioritizing good-fit submissions who provide the most context about thier needs and plans to use the feature. 

Thank you in advance for your continued input here on the HubSpot community and helping us build a better product for you all.


- Dylan 

romi
Colaborador habitual

Also critical for round-robin assignment for multi-branch businesses.

percy
Colaborador ocasional

Finally ;-)  

Thanks for working on that! 

@Dylan When will you start the Beta-Version? I filled out the form two weeks ago but didn't get any reply... 

Thanks 

Stefan

 

jdlaguyo
Colaborador ocasional

Hi, 

 

Any update as to when the beta will be starting? I'm very excited since this will aleviate certain pain points in our internal processes. 

Best regards, 

Jeho

Moderador
Moderador

Hi @percy@jdlaguyo

 

Thank you for following up! We're getting very close to finalizing the functionality here and should be emailing those who are a good fit for the beta as early as next week. Thank you for your patience thus far, we're working hard to get this right, stay tuned! 

 

- Dylan 

EchoBarrier
Nuevo colaborador

100% Agree, this is now slowing our sales down

IanBowden
Nuevo miembro

Agreed, this will allow me to assign people with multiple skill sets to diferent teams so as to better focus support requirements.

CJKS
Nuevo colaborador

We would love to see  this. We have multiple users who need access to multiple teams, but not everyone on a team should be able to see other team's info. This lack of this feature is adding extra steps to a relatively easy task and limiting our ability to use hubspot and compromising our data/security for each client.

We are Enterprise-level account and would like to particiicipate in the Beta when it is available.
Thank you!

simularseguros
Colaborador ocasional

Concordo com a ideia. Um usuário em uma posição administrativa deve ter direito de enxergar outras equipes que possue responsabilidades dentro de um fluxograma.

Olivia-IMSM
Nuevo miembro

I'm so surprised this hasn't been set-up as a basic function. Our team situation is a mess! We have teams within teams, within teams - just to enable everyone to see what they need to. 

 

We are an international company, therefore, we have teams based on country. We have managers who oversea certain teams EG UK & South Africa. UK & USA.  But HubSpot stops us doing this, if UK is already used within a certain team for example. We only want managers to view certain country leads. 

 

WHY can't teams just be a simple tickbox functionality?? Then we could select a user to be part of multiple teams easily.