Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Create and Manage Team

Teams in HubSpot help you organize users into structured groups for visibility, segmentation, and reporting purposes. You can assign users to a main team and, depending on your subscription, to additional teams (extra teams). With Enterprise accounts, you can also build a team hierarchy by nesting teams under one another.

What You Can Do with Teams

  • Organize users by department, function, or territory

  • Control visibility of records and assets

  • Set up team-based dashboards, views, and reports

  • Define team ownership and access using team-based permissions

  • Manage hierarchies using nested teams (Enterprise only)

Note: The number of teams you can create depends on your HubSpot subscription. 

Create a Team

Permissions required: Super Admin 

  1. In your HubSpot account, click the settings icon in the top navigation bar.

  2. In the left sidebar, go to Users & Teams, then click the Teams tab.

  3. Click Create team.

  4. In the right panel, enter the Team name.

(Enterprise Only) Nest a Team Under Another Team

  • Select Put this team under another team.

  • Use the This team sits under dropdown to select the parent team.

Add Team Members

  • Use the Team members dropdown to assign users.

  • If a user already belongs to a different main team, they’ll be added as an extra team member by default.

  • Main team members see team-specific views and assets.

  • Extra team members inherit visibility through hierarchy but don’t change their primary team membership.

  1. Click Save.

Edit a Team

  1. Navigate to Settings > Users & Teams > Teams tab.

  2. Browse or search for your team.

  3. Hover over the team name and click Edit.

  4. You can:

    • Change the Team name

    • Add or remove team members using the Team members dropdown

  5. Click Save.

Note: Users with Team ownership permissions can access records owned by their team members and, in Enterprise accounts, records owned by nested sub-teams.

Move a Team Under Another Team (Enterprise Only)

  1. In Settings > Users & Teams > Teams tab, locate the team.

  2. Hover over the team name, then click Move.

  3. In the dialog box:

    • Choose the team(s) to move.

    • Select the new parent team from the This team sits under dropdown.

  4. Click Save.

Any nested teams under the selected team will also move with it.

Delete a Team

⚠️ Before deleting, reassign any assets (e.g., views, records, dashboards) tied to the team to prevent them from becoming unassigned and visible to all users.

  1. In Settings > Users & Teams > Teams tab, find the team you want to remove.

  2. Hover over the team name and click Delete.

  3. Confirm deletion in the dialog box by clicking Delete team.

Manage a User’s Team Assignments from Their Profile

You can also manage a user’s team assignments directly from their user settings:

  1. In Settings, go to Users & Teams.

  2. Click the name of the user.

  3. In their user profile, go to the Setup tab.

  4. In the left sidebar, click Teams.

  5. Use the dropdowns to assign:

    • Main Team

    • Extra Teams (optional)

  6. Click Save.

By structuring your teams in HubSpot, you gain better visibility, access control, and reporting alignment—especially across larger or multi-functional teams.