Account

Create and edit teams

Last updated: November 1, 2018

free

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. 

  Number of teams Parent-child teams
Free 1 -
Starter 1 -
Professional 25 -
Enterprise 200

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
  • Create a new team:
    • If you are a Free, Starter, or Professional user, click the Actions dropdown menu and select Create team.
    • If you are an Enterprise user, click the Teams tab, then click Create team
  • 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 your existing team from the Parent team dropdown menu. 
  • 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

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
  • Edit your team:
    • If you are a Free, Starter, or Professional user, click the dropdown menu at the top left and select the team name. Click the Team actions dropdown menu and select Edit team, or click Remove team to remove the team from your account. 
    • If you are an Enterprise user, click the Teams tab. Hover over the team name and click Edit to make changes, or click Delete to remove the team from your account. If the team you want to edit is a child team, click the parent team name first to locate your team for edits. 
  • Make changes to the Team name field if needed.
  • If you are an Enterprise user, use the Parent team dropdown menu to add, change, or remove the parent team. 
  • Check or uncheck the box next to any user(s) you want to add to or remove from the team.
  • Click Save.

Please noteusers with Team ownership permissions can access records owned by any members of their assigned team(s) 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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