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
SimBlocks
Member

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
Member

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
Member | Elite Partner

Please Hubspot,

 

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

jniemi7
Participant

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.

Anonymous
Not applicable

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
Member | Elite Partner

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

joell
Member

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
Participant

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

hope
Participant

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
Participant

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

Dylan
HubSpot Product Team

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
Contributor | Elite Partner

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

percy
Participant

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
Participant

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

Dylan
HubSpot Product Team

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
Member

100% Agree, this is now slowing our sales down

IanBowden
Member

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

CJKS
Participant

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
Member

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
Member

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.