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 Planning
4 weeks ago

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
4 weeks ago

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
4 weeks ago

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! 

138 Replies
david_dataton
Occasional Contributor

Please make a user be able to be member of ATLEAST two teams. It is quite rubbish and a real show stopper for us. 

FredStave
New Contributor

Agree! Need this one too.

Jon_Sasala
Regular Contributor

Hey Everyone. I think I have some great news. A solution to this problem.

 

There is now the ability to create a custom contact property that uses HubSpot Users, just like the contact owner contact property. 

 

You can create a new contact property called "Owner Team Lead" and essentially assign a contact to two people. This will allow a contact to be assigned to someone like a rep with Owned Only or Team Only access and additionally a Sales Manager. No, the sales manager is not technically a member of multiple teams, but workflows can be set up to add them as a second owner, granting the access/visibility we were looking for.

 

brestelj
New Member

Concur.  This is almost a show stopper for us with regards to security.

AndreaTinner
Occasional Contributor

If I create a property called "Owner Team Lead" with the "Field type" "HubSpot user" - is this really working with the HubSpot features and access settings from the user settings?

Jon_Sasala
Regular Contributor

@AndreaTinner  Correct, it is using the HubSpot access settings as if "Owner Team Lead" is the "Contact Owner."

HubSpot Moderator
HubSpot Moderator
updated to: In Planning

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! 

agcook
Occasional Contributor

Need this NOW! Our Sales Executives work in Sales Pods by region. I have a couple of people that work on two pods and need to be able to assign to the associated teams. This thows off my metrics and tracking for the specific pod... PLEASE ADD THIS FEATURE ASAP! Thanks!

Greg-Doshii
New Contributor

This is required. Staff have multiple roles in multiple teams.

ChW
Occasional Contributor

This is a must have Smiley Wink