HubSpot Ideas

andyhampshire

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
Delivered
January 07, 2020 07:14 AM

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

In Beta
October 04, 2019 04:34 AM

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!

 

August 13, 2019 06:25 AM

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 

In Planning
July 15, 2019 02:48 PM

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 

In Planning
January 30, 2019 08:03 AM

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! 

151 Replies
Kierstin
Contributor | Diamond Partner

Thank you for working on this! 🙂 Just submitted the form and hope to be a part of beta team for our Partner portal to start. 

Dylan
HubSpot Product Team

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!

 

Kierstin
Contributor | Diamond Partner

Happy day! 🙂 Fingers crossed that we're accepted into the beta! THANK YOU SO MUCH! Can't wait to test out the new functionality. 

repumartek
Participant

we also need this feature

yatishm
Top Contributor

This would be a great feature for many reasons. Thanks in advance

jackyb
Participant | Gold Partner

Need this so badly

Kierstin
Contributor | Diamond Partner

@jackyb  We were part of the beta on this, but I think it is public now. See this KB article: https://knowledge.hubspot.com/account/assign-users-additional-teams

NCO
Top Contributor

Hi @jackyb ,

 

Yep - adding to @Kierstin, the ability to add users to multiple teams should now be active. If it's not, you can definitely reach out to your Hubspot representative and they should be able to tranfer your CRM over to the new feature.

 

Hope this helps!

 

Noah 

 

Dylan
HubSpot Product Team

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

krispag
Top Contributor

@Dylan but what good is it? Reports only take the primary team membership into consideration. I have reported this to support. If you report based on HubSpot Team, and the user is a member of a secondary team, they do not appear on reports.

Hawk-Steve
Top Contributor

Hey @Dylan , great work, I have to agree with some of the other comments here. We'd need a little more functionality here on certain areas.


A use case on my end is where a secondary sales team is needed for separate routing/workflow assigned ownership. However, they can't make use of the tool without switching primary teams and losing the core team functionality.