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Understanding user teams in HubSpot

Use Teams in HubSpot to organise users by role or region, streamline access, and improve visibility across your CRM.

Organising your team effectively in HubSpot helps streamline collaboration, improve data visibility, and ensure the right people have access to the right tools. HubSpot’s Teams feature allows you to group users based on roles, departments, or regions, making it easier to manage permissions, reporting, and workflows.

Here’s everything you need to know about user teams in HubSpot.

What Are User Teams in HubSpot?

A Team in HubSpot is a group of users who share access to specific records, tools, and reports. Instead of assigning permissions individually, you can manage access and reporting at the team level.

For example:

  • A Sales Team might include reps focused on different regions or industries.
  • A Marketing Team could have specialists in content, email, and social media.
  • A Customer Success Team might be grouped to handle specific client segments.

Teams ensure users only see and work with relevant data, keeping your HubSpot account organised and secure.

Types of Teams in HubSpot

1) Primary Teams

Every user in HubSpot belongs to a Primary Team. This team determines their default visibility settings and reporting structure.

2) Additional Teams (for Business+ & Enterprise Accounts)

Users can be assigned to multiple teams if they work across different functions. This is useful for businesses with complex structures, such as:

  • A sales rep who supports both Enterprise Sales and Mid-Market Sales.
  • A marketing manager who oversees both UK Marketing and Global Campaigns.

3) Parent and Child Teams

For larger organisations, HubSpot allows Parent Teams and Child Teams to reflect company hierarchies.

  • Parent Teams oversee broader functions (e.g., “Global Sales”).
  • Child Teams focus on specific segments within the Parent Team (e.g., “EMEA Sales” and “APAC Sales”).

This structure helps with reporting, permissions, and collaboration.

💡 Pro Tip: Use clear team names that reflect your company structure, like “Sales - UK” or “Marketing - Enterprise”, to keep things organised.

Why Use Teams in HubSpot?

✅ Simplifies User Management – Easily update permissions for an entire team.

✅ Enhances Data Visibility – Keep information relevant to each team’s focus.

✅ Improves Reporting & Dashboards – Filter reports based on teams for clearer insights.

✅ Boosts Collaboration – Ensure the right people have access to the right deals, contacts, and campaigns.