Last updated: June 14, 2024
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 anEnterprise 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 extra teams.
Please note:the number of teams you can create depends on your subscription. Learn more about the team limits of your account.
Create teams
- In your HubSpot account, click the settings settings icon in the top navigation bar.
- In the left sidebar menu, navigate toUsers & Teams.
- Click theTeamstab, then clickCreate team.
- In the right panel, enter a team name.
- If you are anEnterprise user, you can create a team hierarchy and nest your new team under an existing team:
- Click the Put this team under another team checkbox.
- Click theThis 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.
Please note:
- If the team member is part of a different main team, then they will automatically be set as an extra team member. Learn how to change a user's main team.
- Main team members will see any custom records views set up for the team.
- Extra team members get the hierarchal benefits of main team members for nested teams. This means a user who is an extra team member of a team with several nested teams will also get visibility into those extra team members, and from a hierarchal point of view, be visible to parent teams above that one.
- ClickSave.
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 top navigation bar.
- In the left sidebar menu, navigate toUsers & Teams.
- Click theTeamstab.
- Browse or search for your team.If you are anEnterprise 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 theMain team members andExtra team members dropdown menus, then select the users that you want to add or remove.
- Click Save.
Please note: users with Teamownershippermissions can access records owned by any members of their assignedteams and, if you have nested teams (Enterpriseonly),themembers of the team's nested teams. Learn more aboutteam 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 top navigation bar.
- In the left sidebar menu, navigate toUsers & Teams.
- Click theTeamstab.
- Browse or search for your team. If you are anEnterprise 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 theThis team sits dropdown menu to select the new team you want to move the selected teams under.
- ClickSave.
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 top navigation bar.
- In the left sidebar menu, navigate toUsers & Teams.
- Click theTeamstab.
- Browse or search for your team.If you are anEnterprise 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, clickDelete team.
