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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.
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.
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!
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!
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.
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!
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!
Yep - adding to @Kierstin, the ability to add users to multiple teams should now be active. If it's not, you can definitely reach out to your Hubspot representative and they should be able to tranfer your CRM over to the new feature.
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.
@Dylan but what good is it? Reports only take the primary team membership into consideration. I have reported this to support. If you report based on HubSpot Team, and the user is a member of a secondary team, they do not appear on reports.
Hey @Dylan , great work, I have to agree with some of the other comments here. We'd need a little more functionality here on certain areas.
A use case on my end is where a secondary sales team is needed for separate routing/workflow assigned ownership. However, they can't make use of the tool without switching primary teams and losing the core team functionality.
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