Account Settings

Create and edit teams

Last updated: July 15, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise
CMS Hub  Professional, Enterprise

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.

Please note: the number of teams you can create depends on your subscription. Learn more about the team limits in your account. 

Create teams

  • 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 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.

  • Click Save
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Edit existing teams

  • 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 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 and click Edit to make changes, or click Delete to remove the team from your account. 
  • 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.

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Please noteusers 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

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