HubSpot Ideas

andyhampshire

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
Delivered
January 07, 2020 07:14 AM

Hi HubSpot community,


As always thank you for your continued feedback on this issue. I'm excited to let you know that this ability has been released to all Professional and Enterprise customers. You can learn more about the functionality here

In Beta
October 04, 2019 04:34 AM

Hi HubSpot Community,

 

We're excited to let you know that the ability to add users to multiple, secondary teams is officially in beta for Professional and Enterprise customers. Over the next few weeks we will be listening to feedback and improving the product before releasing more broadly. Stay tuned and thank you for your continued feedback on the HubSpot Community!

 

August 13, 2019 06:25 AM

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 

In Planning
July 15, 2019 02:48 PM

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 

In Planning
January 30, 2019 08:03 AM

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! 

151 Replies
dkarras
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
Participant
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
Member

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
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
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
Member

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
Member

 Completely agree!! need this so bad! 

hvy_weight
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
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
Participant

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

zubair
Participant

I would love this too

zubair
Participant

how do I upvote the idea

Lionheart-Paul
Participant

Having all of the deals and communications visible to anyone is an issue that needs adddressing - in some organisations, some team's deals need to be screened from other teams, and the emails containing confidential information need to protected as well.

Being able to quarantine a teams' deals and emails would help to achieve this

rehanaj
Participant

In Sales reality, Account Managers work with many different reps, sales admin and technical people. They are part of multiple teams! Please make this happen in Hubspot, it doesn't make sense that the 'Team is what the Hubspot Owner is'.

MariaD
Member

I could not agree more. This is very important for our firm as well. This great limits reporting functionality.

WeSee
Member

Unfortunately HubSpot seem to be ignoring us. I realise I am using a free resource, but unfortunately without this functionality I can't stick with HubSpot and they will lose the potential for my growing business to become a paying customer.

Lionheart-Paul
Participant

Hey, WeSee - if we can build some like minded contributors and articulate what we would like to see, I think that HubSpot are litening closely. These things take time to understand and design right - let's give them a chance on a thread that's been going a couple of months.

VictorV
Member

It would help here as well. Definetily something to consider.

DamianoM
Participant

I think it could be very useful. So: for now is better to create multiple account and assign every account to one team? 

What do you think about it? 

hubspotmike
Member

Yes, the one to one relationship is to limiting for those of us to need to organization the teams concept provides, but need to wear multiple  hats across those multiple teams.