Olá! Nós temos uma Comunidade em Português!

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 TeamsModerator
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 TeamsModerator
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 TeamsModerator
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 TeamsModerator
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 Comentários
Moderator
Moderator
Status atualizado para: In Planning

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
Sachkundiger

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

percy
Berater

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
Berater

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

Moderator
Moderator

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
Mitwirkender

100% Agree, this is now slowing our sales down

IanBowden
Neues Mitglied

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

CJKS
Mitwirkender

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
Berater

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
Neues Mitglied

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.