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!
Yes to this. I also think being able to restrict a property or property group to a certain team would solve a lot of the needs of this. So everyone can see general info on a contact, but only certain teams can see certain contact/company properties.
We have users segmented in different teams, Say Team A, B, C, D. While some users have access to view all contacts, some have access to view only their contacts or those within their team.
Currently, support has advised that there is NOway to assign certain users to multiple teams so that those that are restricted can also view select other teams contacts/deals etc?
The use case would be:
Say Tom belongs to Team A (leadership team), Sarah belongs to Team B (Europe Region). Tom would like Sarah to help work on his and other members in Team A, on their contacts and deals. Sarah needs to stay in Team B along with acess to all or selected members of Team A.
We have users segmented in different teams, Say Team A, B, C, D. While some users have access to view all contacts, some have access to view only their contacts or those within their team.
Currently, support has advised that there is NO way to assign certain users to multiple teams so that those that are restricted can also view select other teams contacts/deals etc?
The use case would be: Say Tom belongs to Team A (leadership team), Sarah belongs to Team B (Europe Region). Tom would like Sarah to help work on his and other members in Team A, on their contacts and deals. Sarah needs to stay in Team B along with acess to all or selected members of Team A.
I do see part of the challenge being around reporting. In @aashpatel's example, when you view pipeline reporting for Team A, Sarah's deals will now be counted towards Team A which might not be ideal.
I too need this feature. Just sympathising with the programming challenges of doing it properly.
Great request and a desparate need. Another way to skin this cat would be to allow different permissions to companies, contacts, deals and tasks. Thanks!
At Intraverse Technologies we are running multiple projects each with separate investment offerings, with multiple team members across each of these projects, including a deal team per project and a sales team per project, as well as business analysts, consultants, internal resources who need different sets of contacts, deals and pipelines access and visibility.
The functionality required is to allow specific contacts, companies, and deals to be visible to specific teams, with individual HS users being allowed to be added to multiple teams.
Great idea. I was working with the team settings the other day as we have several members that work across several teams. The current set-up is unuseable in this scenario. Most organisations have evolved so that people aren't locked into one role, sitting at one desk. Modern businesses have people across more than one role = more than one team and it's vitally important this is reflected in HubSpot teams.
Issue: HubSpot users cannot be assigned to more than one team.
Use Case(s): Management || Support
Management - Already discussed. Many of our jobs require that we are on multiple teams (e.g., compliance, safety, management, Sales, Marketing, etc, or any combination of the above).
Support - Support personnel are typically members of more than one group -- e.g., Email Support, HubSpot Support, Salesforce Support, Active Directory Support, X-Support. As technology permeates our lives to an ever increasing degree even non-support personnel are being tasked with support responsibilities. One example might be the Marketing Manager working on a data hygiene project with an audit team. Do we remove the Marketing Manager from their normal 'team' thereby causing them to lose access to any HubSpot assets (i.e., filters, etc.)?
As HubSpot moves deeper into the startup and SMB spaces the need for this capability will only increase. I honestly can't name a single startup where any individual has a single role, or is part of a single team.
Maybe thinking of these things HubSpot is calling 'teams' as more like GROUPS will make it easier to see the endless overlapping possiblities.
It is essential that a user can be assigned to more than one team. And this should be relatively easy to implement for HubSpot. We need our business development team to have visibility and remain connected to all the leads who have converted to customers. Currently we have to put all our account management and business development people in one team and that creates the possibility of account management team members accidentally changing data/lifecycle stages, etc.
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