Learn
Learn
Close

What is 'They Ask, You Answer'?

A revolutionary approach to driving more sales from your inbound marketing.

Learn MoreLearn More

Free Courses in IMPACT+

Dozens of sales, marketing, and content courses inside IMPACT+. Start learning now.

See all coursesSee all courses
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Services
Services
Close

Services Overview

See how you can dramatically increase your inbound leads and sales.

Services Overview

Digital Sales and Marketing Mastery

Fast track your team’s success with IMPACT's most popular service.

Digital Sales and Marketing Mastery

Web Design

Launch a beautiful website that consistently generates leads and revenue.

Web Design

Virtual Sales Training

Equip your sales team with comprehensive training designed to help them close more deals in today's virtual-first world.

Virtual Sales Training

HubSpot Training & Implementation

Train your company to take ownership of HubSpot and get the most out of your investment.

HubSpot Training & Implementation

Case Studies

See dozens of examples of companies succeeding with Digital Sales and Marketing Mastery and They Ask, You Answer.

Case Studies
Become a Certified Coach
Become a Certified Coach
Close

HubSpot adds new team permissions on dashboards for enterprise

This is small update packs a lot of punch for companies using HubSpot with multiple users in a portal.

HubSpot adds new team permissions on dashboards for enterprise Blog Feature

Joe Bachir

HubSpot Trainer, 6+ Years of Digital Marketing Strategy Expertise

October 30th, 2020 min read

Attention all HubSpot marketing, sales, and service portal administrators!

If you have had trouble with assigning user permissions for dashboards easily for your teams, this new HubSpot update is one to definitely check out. HubSpot has updated its permission settings for dashboards so that you are now able to give permission to a specific user, an entire parent team, or a child team.

If a child team is selected, the parent team will automatically be added ensuring that parent teams can see all the dashboards that are visible to their child teams.

This feature is live for all enterprise-level portals.

Better permission settings with teams

HubSpot allows you to set up specific teams in your portal that group users together if they are on the same team. This feature, which you will find in your Users & Teams setting also allows you to create parent and child teams. The benefit of this is you will be able to create a team structure similar to your organization.

🔎 Related: Who on my team needs to know how to use HubSpot?

For example, if your sales team is broken out into different regions, you can have a parent team called “Sales” and then child teams based on the regions, “East Sales,” “West Sales,” etc. 

Once these teams are set up in HubSpot, it is easier to do things like give permissions to the team, or filter out assets created by the team members like emails. 

With the newest update to dashboards, HubSpot is now bringing this feature to dashboards and making it even easier for you to set dashboard permissions by teams.

🔎 Related: Top HubSpot portal organizational mistakes (and how to fix them)

In order to set these permissions on the dashboard, you will need to go to your dashboard, select the “assigned” button on the top right, and edit access. From there, you will be able to select “specific users and teams” and choose which teams have access.

Using team permissions in dashboards

Having team permissions in dashboards in HubSpot has two big benefits. '

  • First, it allows you to give a group of users access to specific metrics and dashboards in the portal that you might not want others to see. This could be like when working with partners in your portal and you only want your internal team to see revenue numbers. This setting makes it easier to create a dashboard, and quickly sign it to your internal teams only.
  • Second, team permissions in HubSpot dashboards also allow you to be able to make sure that people who are part of a specific team are not bogged down by unnecessary information. For example, it is easy to start creating tons of dashboards in HubSpot. You can have team specific dashboards, funnel specific dashboards, and the list goes on.

Assigning dashboards to a specific team and or user will also make it easier for the person on that team to just see the dashboards and information that pertains to them. With many filtering options in dashboards and different types of reports you could be featuring, this helps ensures that each user is looking at the right information.

What’s next?

If you are looking to take advantage of the team feature, head over to your users and teams settings page and select the “teams” tab. Here you can start adding or editing your teams in your portal.

To assign specific permissions on dashboards, head on over to your dashboards and change the “assigned” settings for each dashboard you are looking to change.

Want to learn more about digital sales and marketing?

Master digital sales and marketing when you join IMPACT+ for FREE. Gain instant access to exclusive courses and keynotes taught by Marcus Sheridan, Brian Halligan, Liz Moorehead, Ann Handley, David Cancel, Carina Duffy, Zach Basner, and more.

Sign up for free
Take a peek

Access hundreds of FREE courses and keynotes

Free Course
Digital Sales & Marketing Framework for Today’s Buyers
By: Marcus Sheridan
View Course Preview View Course Preview
Free Keynote
A New Way to Compete & Win
By: Brian Halligan
View Course Preview View Course Preview
Free Virtual Keynote
How To Genuinely Feel Confident, Be Likable, And Build Trust On Camera
By: Liz Moorehead
View Course Preview View Course Preview
Free Keynote
The Future of Marketing is Conversational​
By: David Cancel
View Course Preview View Course Preview
Free Deep Dive
HubSpot On a Budget: Getting Started with HubSpot Starter Hubs
By: Courtney Caldwell
View Course Preview View Course Preview
Free Course
Assignment Selling: Content is Your Greatest Sales Tool
By: Marcus Sheridan
View Course Preview View Course Preview
Free Keynote
The Big, Bold, Brave New World of Marketing​
By: Ann Handley
View Course Preview View Course Preview
Free Course
Investing in Incredible Digital Sales and Marketing Results
By: Chris Duprey
View Course Preview View Course Preview
Free Course
How To Show Your Content Makes Money With HubSpot Marketing and Sales Hubs
By: Liz Moorehead
View Course Preview View Course Preview
Free Virtual Keynote
The Visual Sale
By: Marcus Sheridan & Tyler Lessard
View Course Preview View Course Preview
Free Keynote
Marketing Tech: What’s Now, What’s Near and What’s Not Anytime Soon?​
By: Dharmesh Shah
View Course Preview View Course Preview
Free Course
Inbound Lead Generation & Conversion Optimization
By: Carina Duffy
View Course Preview View Course Preview
Free Virtual Keynote
Fundamentals of Videography: You Can Be a Great Videographer Too
By: Zach Basner
View Course Preview View Course Preview
Free Deep Dive
The Ultimate Customer Service Toolkit for Any Budget
By: Andriti Gulati
View Course Preview View Course Preview
Free Course
6 Topics Subject Matter Experts Need to Address
By: Kevin Phillips
View Course Preview View Course Preview
Free Keynote
Fanocracy: The Power of Making Business Personal​
By: David Meerman Scott
View Course Preview View Course Preview
Free Keynote
The Power of Pillar Content
By: Liz Moorehead
View Course Preview View Course Preview
Free Keynote
SEO for the Future
By: Franco Valentino
View Course Preview View Course Preview
Free Course
Fundamentals of Social Media Marketing
By: Stephanie Baiocchi
View Course Preview View Course Preview
Free Deep Dive
A Practical Guide To Video Graphics
By: Colton Trcic
View Course Preview View Course Preview
Free Session
How To Get Your Community To Know, Like, And Trust You With Video
By: Marki Lemons Rhyal
View Course Preview View Course Preview
Free Course
Video Sales and Marketing Strategy
By: Zach Basner
View Course Preview View Course Preview
Here Are Some Related Articles You May Find Interesting

Want to Contribute Content to impactplus.com? Click Here.

IMPACT+ Sign Up
A FREE online learning community with on-demand courses, hundreds of expert-led sessions, thousands of your peers ready to support you, and much more.
Check it out
Hundreds of courses and recorded keynotes, completely FREE
Check it out
Access hundreds of digital sales and marketing courses and recorded keynotes, completely FREE