Create and manage teams

Teams in HubSpot let you organize your users into groups for organizational and reporting purposes. You can have a main team and extra teams.

If you are an Enterprise user, you can also create a team hierarchy by nesting teams under each other to organize them. Teams above others can see everything owned below them, but the teams under can't see everything owned by the team above them.

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. 

Create 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, 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 nest your new team under an existing team. To do so, click the Put this team under another team checkbox. Click the This team sits under dropdown menu to select the team.
• To add team members to the team, click the Team Members dropdown menu, then select the users. If the team member is part of a different main team, then they will automatically be set as an extra team member. To change a user's main team, edit the user's team in account settings. Main team members will see any custom records views set up for the team.

Please note: being an extra member of a team only allows the user access to the team's records and content. Extra team members are different from nested teams. Nested teams solely relate to the hierarchy of a team. For example, your main team could be the Social Media team which is nested under the Marketing team. You could then be an extra team member of the primary Marketing team, and would just have less access than a main team member. Extra team members 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. 

• Click Save. 

Edit existing teams

Once a team is created, you can edit its information, move it underneath teams (Enterprise only), or delete it.

To edit an existing 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 underneath a team, click the main 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. 
• To add or remove users from the team, use the Main team members and Extra 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 nested teams (Enterprise only), the members of the team's nested teams. Learn more about team only permissions. 

To move a team under another team to create a nested 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 nested underneath a team, click the main 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 nested teams under that team will also be moved.
  • Use the This team sits dropdown menu to select the new team you want to move the selected teams under.
• Click Save.

To delete a team:

Please note: if there are any assets assigned to the team, it's recommended to reassign those assets to another team before deletion. If no other teams are assigned those assets when deleting, the assets will become unassigned and available for everyone in the account to view.

• 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 under another team, click the team name above it first to locate your team for edits. 
• Hover over the team name, then click Delete.
• In the dialog box, click Delete team.