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.

 

 

99 Replies
dkarras
Regular Contributor

I agree with this 100%.  The concept of Teams is great, but we really need the ability to either assign users to multiple teams or create sub-teams.  i.e.,

 

  • If I have salespeople assigned to a store, a store manager over them, and then a regional sales manager over multiple stores,
  • and the contacts are assigned to the salespeople as owners,
  • I have no way to set up permissions that allows both the store manager to see only his assigned salespeoples' contacts, AND the regional manager to see only his multiple assigned stores' salespeoples' contacts.

I need either:

  • "sub-teams", so I can create a Store Team (for the store manager) that is a sub-team of the Regional Team (for the regional sales manager)
  • or the ability to assign the regional managers to multiple teams (multiple Store Teams)
Ria_C
New Contributor
Yes, this feature is very important, especially for a start-up company where people are usually assigned to multiple teams. Granting user access to only Team-related content is just as crucial, especially when working with sensitive contacts/deals.
JonS
New Contributor

Would love to have this feature. We are a hotel management company and require different sales managers to have access to multiple hotels (and not others). Hope this idea goes through. 

Andrew3
Regular Contributor

Agree 100%.  We need the ability to assign users to multiple teams.  (Sub-teams are not the issue for us, rather, some individuals are supporting deals in more than one team.)

Andrew3
Regular Contributor

(Further detail): We need the ability to assign Users to multiple Teams and then track deals by Team.  When a User is assigned to multiple Teams, the Deal can then be assigned to any Team that the user is part of, and this field would show a drop down list of those Teams.  

Lets get this feature upvoted and released!

WeSee
New Contributor

Here's another vote from me.  I'm currently trying to set up HubSpot CRM for my new company and the inability to assign users to multiple teams is really causing me pain.

KailaCovian
Occasional Contributor

 Completely agree!! need this so bad! 

hvy_weight
Regular Contributor

Absolutely! The concept of "teams" is nearly irrelevant if you are restricted to only one. How can a sales manager do their job if they are only able to access one of the teams they are to manage?

Louishou
New Member

This is critical for a multi-layer sales organization. I am planning to extend to use of Hubspot in other regions. Due to this limitation the progress plan is hold.

wooglin
Occasional Contributor

I cannot believe this is not possible. Teams are useless as they are currently setup.