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Grant Users Access to Multiple Teams

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Statut : In Beta
andyhampshire
Soumis par andyhampshire le ‎08-22-2017 04:38

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.

 

 

Voir d'autres idées étiquetées :
  • Account & Settings
  • Deals
466 Vote / Votes
HubSpot updates
Grant Users Access to Multiple TeamsModérateur
changed to: In Beta
Dylan
Modérateur
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 TeamsModérateur
Dylan
Modérateur
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 TeamsModérateur
changed to: In Planning
Dylan
Modérateur
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 TeamsModérateur
changed to: In Planning
Dylan
Modérateur
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 Commentaires
DAW
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‎04-11-2018 05:47

Yep, definitely limits functionality of CRM

LindaAbraham
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‎04-12-2018 10:38

REally important for our company too.

HubSpotting
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‎04-12-2018 07:29

Vote for this we need this!  Thank you.

MalkieOgorek
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‎04-14-2018 09:06

Yes! Also a necessary function for our company. 

austinpostler
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‎04-30-2018 07:51

Allowing Users to be assinged to multiple teams would be a very valuable feature to our business.  It can't happen soon enough!

MariaD
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‎04-30-2018 07:53

I could not agree more. The sooner the better.

nathanpruzaniec
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‎05-10-2018 04:20

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.

MariaD
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‎05-10-2018 04:22

Thanks for your feedback. Hopefully, HS can make this happen for us.

aashpatel
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‎05-15-2018 01:21

Team assignments and permission management

 
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. 
2 Vote / Votes
aashpatel
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‎05-15-2018 01:22

Grant users access to multiple teams

 

Team assignments and permission management

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.

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