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Q: Teams not working.
Short A: n/a
Longer A:
HubSpot drives permissions based on 'asset ownership' (e.g., Contact Owner, Company Owner, Deal Owner, etc.).
Ownership by a Team isn't supported in any version of HubSpot. A good way to think of it may be that teams can't own or access anything. Only members (aka: users) can own or access things.
Example:
Team A - Angie, Bob, Charlie (permissions = 'Team and unassigned')
Team B - Deb (permissions = 'Everything')
Contact A - Owned by Angie
Contact B - Owned by Bob
Contact C - Owned by Charlie
Contact D - Owned by Deb
Contacts E-Z - unassigned
Deal A - Owned by Angie
Deal B - Owned by Bob
Deal D - Owned by Deb
Given the above definitions, the following is true about members of Team A.
All members of Team A have access to Contacts A-C and E-Z.
No members of Team A have access to Contact D.
Allmembers of Team A have access to Deals A & B.
No members of Team A have access to Deal D.
See how that works?
Just remember, contacts are unassigned by default in HubSpot, so ...
Anyway, hope that helps some. Here's the HubSpot KB article on user roles, but it doesn't cover most of what you've read here. (yet)
Does this post help you? If so, then help others by accepting it as a solution.
Q: Teams not working.
Short A: n/a
Longer A:
HubSpot drives permissions based on 'asset ownership' (e.g., Contact Owner, Company Owner, Deal Owner, etc.).
Ownership by a Team isn't supported in any version of HubSpot. A good way to think of it may be that teams can't own or access anything. Only members (aka: users) can own or access things.
Example:
Team A - Angie, Bob, Charlie (permissions = 'Team and unassigned')
Team B - Deb (permissions = 'Everything')
Contact A - Owned by Angie
Contact B - Owned by Bob
Contact C - Owned by Charlie
Contact D - Owned by Deb
Contacts E-Z - unassigned
Deal A - Owned by Angie
Deal B - Owned by Bob
Deal D - Owned by Deb
Given the above definitions, the following is true about members of Team A.
All members of Team A have access to Contacts A-C and E-Z.
No members of Team A have access to Contact D.
Allmembers of Team A have access to Deals A & B.
No members of Team A have access to Deal D.
See how that works?
Just remember, contacts are unassigned by default in HubSpot, so ...
Anyway, hope that helps some. Here's the HubSpot KB article on user roles, but it doesn't cover most of what you've read here. (yet)