Teams in HubSpot allow you to organize your users into groups for organizational and reporting purposes.
If you are an Enterprise user, you can also create a team hierarchy by setting up parent-child relationships between your teams. Members of parent teams can see everything owned by the child team, but the child team can't see everything owned by the parent team or other child teams.
Users with Super admin or add and edit users permission in a Marketing Hub, Sales Hub, or Service Hub Professional or Enterprise account can also assign a user to additional teams.
Please note: the number of teams you can create depends on your subscription. Learn more about the team limits in your account. Additionally, you can purchase an additional 100 teams when signing up for HubSpot.
In your HubSpot account, click the settings settings icon in the main navigation bar.
In the left sidebar menu, navigate to Users & Teams.
Click the Teams tab, then click Create team.
In the right panel, enter a team name. If you are an Enterprise user, you can create a team hierarchy and make your new team a child of an existing team. To do so, select an existing team from the Parent team dropdown menu.
To add primary team members to the team, click the Primary team members dropdown menu, then select the users. Users can be set as primary team members for only one team. Primary team members will see any custom records views set up for the team.
To add additional team members to the team, click the Additional team members dropdown menu, then select the users. Users that are set as primary team members for another team will need to be added as additional team members.
Please note: being an additional member of a team only allows the user access to the team's records and content. These users will not be included in any team reports, routing rules (e.g., conversation routing rules), team notifications (e.g., form submission email notifications to a team), or workflow rotation actions. They will also not be able to view any custom records views set up for the team and cannot be tagged in Conversations inbox comments.
Once a team is created, you can edit its information, move it between parent teams (Enterprise only), or delete it.
To edit an existing teams:
In your HubSpot account, click the settings settings icon in the main navigation bar.
In the left sidebar menu, navigate to Users & Teams.
Click the Teams tab.
Browse or search for your team. If you are an Enterprise user and the team you want to edit is a child team, click the parent team name first to locate your team for edits.
Hover over the team name, then click Edit.
Make changes to the Team name field as needed. If you are an Enterprise user, use the Parent team dropdown menu to add, change, or remove the parent team.
To add or remove users from the team, use the Primary team members and Additional team members dropdown menus, then select the users that you want to add or remove.
Click Save.
Please note: users with Team ownership permissions can access records owned by any members of their assigned teams and, if you have parent-child teams (Enterprise accounts only), the members of their team's child teams. Learn more about team only permissions.
To move a team to another parent or child team (Enterprise only):
In your HubSpot account, click the settings settings icon in the main navigation bar.
In the left sidebar menu, navigate to Users & Teams.
Click the Teams tab.
Browse or search for your team. If you are an Enterprise user and the team you want to edit is a child team, click the parent team name first to locate your team for edits.
Hover over the team name, then click Move.
In the dialog box:
Use the Teams dropdown menu to select the teams that you want to move. Any child teams under that team will also be moved.
Use the Parent team dropdown menu to select the new parent team you want to move the selected teams to.
Click Save.
To delete a team:
In your HubSpot account, click the settings settings icon in the main navigation bar.
In the left sidebar menu, navigate to Users & Teams.
Click the Teams tab.
Browse or search for your team. If you are an Enterprise user and the team you want to edit is a child team, click the parent team name first to locate your team for edits.
Hover over the team name, then click Delete.
In the dialog box, click Delete team.
When a permission is set to Team only, users can only access records owned by or assigned to users in the team for that specific permissions.
When a user requires access to another team's records or content, an Admin with the Add and edit user permission, or a Super Admin, can assign a user to additional teams.They'll then be able to access the additional team's records and content with Team only additional team members can also access primary team members' owned contacts.
When a user is added to an additional team:
The user can access the additional team's records and any content that's set to Team only permissions.
The user can access primary team members' owned records.
The primary team members can access the additional team member's records.
Please note: being a member of an additional team only allows the user access to the team's records and content. These users will not be included in any team reports, routing rules (e.g., conversation routing rules), team notifications (e.g., form submission email notifications to a team), or workflow rotation actions. They will also not be able to view any custom records views set up for the team.
To assign a user an additional team:
In your HubSpot account, click the settings icon settings in the main navigation bar.
In the left sidebar menu, navigate to Users & Teams.
Click the user you want to assign an additional team.
In the right panel, under the user's name, click the team dropdown menu.
Click the Additional teams dropdown menu and select the team you want to assign to the user. You can assign up to five secondary teams per user.