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
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
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 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
SimBlocks
Occasional Contributor

Good morning. Our team is small currently. I think we can get around not having this feature at the moment, but I anticipate that this feature will be required soon. We must be able to organize companies, contacts, and deals into team owners and allow our users to be assigned to multiple teams.

LBlore
New Contributor

Yes - multiple teams are crucial for the permissions structure we need to achieve. This is something that could make us move away from HubSpot as our CMS.

peepee79
New Contributor

Please Hubspot,

 

We need to be able to add users to multiple teams!

jniemi7
Occasional Contributor

This is critical for a multi-layer sales organization. We have multiple companies under our umbrella and we often work with the same customers/companies - this is critical to our integration cross-company.

ElinaC
Occasional Contributor

Assigning users to multiple teams is extremely important for us too!
We are an international industrial B2B company with a complex sales & support network. Many of our HubSpot users should not have access to everything but would still need to belong to several teams to work with certain customers. That's impossible with the current user management, so please give a higher priority to this request.

EllenvanZutphen
Regular Contributor

I see that this idea is planned. Is more known about when it will be delivered?

joell
New Contributor

We are in process to retire Zendesk in favor of HS Service, are facing many limitation such as this one. Please hurry to have this feature added.

percy
Occasional Contributor

I raise my hand as well.. We would also need that feature! 

hope
Occasional Contributor

This is vital to enable a team the feature "round robin." without it, we simply cannot take advantage of this much-needed feature.

 

Use-case:

  • Company has more than one business unit with sub-team. 
  • Sub-teams have hand-offs but still assist in working the deal so need visibility into the contacts and deals within a specific pipeline of deals not necessarily owned by them. To do this they need the ability to view deals and contacts from other permission-assigned sub-teams and/or parent teams.
  • Example: Contact owned by field-sales then contact owner passed to inside sales to help close the deal. Field sales may continue to assist even after the deal/contact owner is moved to inside-sales team. 
  • Workflow Example: web inquiries that come in via a form, go into a workflow that auto-assign contacts to inside-sales team in a round-robin. This is not possible the way HS is currently set up if inside sales also need visibility into ALL deals within a specific pipeline even when deals are not yet assigned to them.
  • Then there is the need for Sales ops/admin team for a specific business unit. They need visibility into the contacts and deals from multiple teams but not all deals across the company.

This feature enhancement request also posted here so this has even more votes: https://community.hubspot.com/t5/HubSpot-Ideas/Permissions-on-Child-and-Parent-Teams/idc-p/277926#M3...

 

and here: https://community.hubspot.com/t5/CRM/User-assign-to-multiple-teams/m-p/29000/highlight/false#M3132

jamescooke
Occasional Contributor

Following the thread as this is super important for us too!