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
Grant Users Access to Multiple TeamsHubSpot Moderator
08-13-2019

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 

Grant Users Access to Multiple TeamsHubSpot Moderator
changed to: In Planning
07-15-2019

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 

Grant Users Access to Multiple TeamsHubSpot Moderator
changed to: In Beta
10-04-2019

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!

 

Grant Users Access to Multiple TeamsHubSpot Moderator
changed to: In Planning
01-30-2019

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! 

145 Replies
hollybo
Occasional 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"

buildingcentre
Visitor

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! 

StanleyYu
New Member

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

Sunflowervienna
New Contributor

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

Figari
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.

KateTUS
Regular Visitor

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

Matija2209
New Contributor

You cannot.

natalia_loewen
Occasional 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

DavidPower
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. 

LingualConsult
New Contributor

This is astonishing that it is still not a feature.