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
changed to: Delivered
Jan 7, 2020

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

changed to: In Beta
Oct 4, 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!

 

Aug 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 

changed to: In Planning
Jul 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 

changed to: In Planning
Jan 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! 

150 Replies
Occasional Contributor

As marketing or sales ops, being able to share dashboards with your 'team' is only works if you are building dashboards for one team. Being able to have an 'admin' assigned to multiple teams so they can create dashboards is just one bandaid to the fact that there isn't a 'master admin' feature. 

 

This idea gets my upvote and priority!

New Contributor

Yes-I hope that HubSpot fixes this soon.

Occasional Contributor

I have a sales rep who looks after multiple locations in the UK. I need to create dashboards for MI reporting for each location, this is currently hard/impossible to do. I find it strange that this function doesn't exist already. Please build it in! How can you have a member only allowed in one team?

New Contributor

I couldn't agree more Tracy. It's extremely limiting and makes the CRM almost useless to manage teams. Hopefully, HS will listen to the community on this.

Occasional Contributor

We have a number of contacts, resources, vendors, support services that all of our teams need access to. We created a generic user that owns these contacts and we want to add this user to all teams, so that everyone can see those contacts. There must be a way to share certain contacts with multiple teams without giving them access to all contacts.

Occasional Contributor

Totally agree.  We have senior sales agents that work on several different teams.  Current configuration does not work.  

Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

bump

Regular Contributor | Diamond Partner
Regular Contributor | Diamond Partner

+1

Occasional Contributor

Any progress? A more detailed team management and possibiliity to add users into more than one team would be core to use this feature properly.

New Contributor

Upvote this idea

Occasional Contributor

This is something that would solve a lot of challanges for us. BIG upvote!

New Contributor

Yes this is a real limitation to us at the minute and limits how we can utilise the CRM at the minute

Occasional Contributor

I'd like to use teams to create different groups who receive notifications from different form completions, but this is impossible if each person can only be on one team. It would make all of our forms much easier to update and keep track of who is receiving what.

New Contributor

Unfortunately it would seem that HubSpot don't act upon or even acknowledge suggestions. I have waited and waited for an official response but nothing, so my organisation has just invested in Microsoft CRM. I wanted HubSpot as did many of my colleagues, but it was simply unworkable.

Visitor

It is also very important for me. We are a startup with a multitasking team. People work between teams, and this changes every week

New Contributor

Really important for our operations where support staff is responsible for multiple teams.

New Contributor

This would be very helpful for us as well. Our staff can be assigned to both a client account team and a business unit. So multiple teams is a must!

New Contributor

Hopefully, HS will make this a priority. Without it, the sales tool is not useful for the way our organization does sales - and it sounds like this is the case for many others as well.

Occasional Contributor

Exactly, we have different teams with team heads. Its mandatory to given the user rights to respective team heads without conflicting with other teams. 

 

Sample Team StructureSample Team Structure

This is an example team structure which we need to set under user management. I hope HubSpot developer team would be aware about the importance of this user management improvements. Thank you.

 

Occasional Contributor

Great idea, otherwise we would like to ad a team manually to a contact.