Account

Create and edit teams

Last updated: June 21, 2018

Teams in HubSpot allow you to organize your users into groups for organizational and reporting purposes. To create a new team:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • Click Users & Teams in the left sidebar menu. 
  • Click the Actions dropdown menu and select Create team.

Please noteMarketing Hub BasicProfessional, and EnterpriseSales Hub Professional; and Service Hub Professional users can create an unlimited number of teams. Marketing Hub Starter, Sales Hub Starter and CRM users can create one team per account.

  • Enter a team name. 
  • Check the box(es) next to the team member(s) you'd like to add to this new team. You can also use the Add team members field to search for team members. 
  • Click Create

You can now filter by team by clicking the All users dropdown menu on the Users & Teams page. To assign a user to an existing team, click the name of the user, then click the No team assigned dropdown menu below the user's name and select the team. 

To edit a team name or remove users from a team:

  • Click the dropdown menu at the top left and select the team name.
  • Click the team Team actions dropdown menu and select Edit team.
  • Edit the Team name field if needed and uncheck the box next to any user(s) you want to remove from the team.
  • Click Save.

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