Back to Learning Center
Subscribe
Join 40,000+ sales and marketing pros who receive our weekly insights, tips, and best practices.
Thank you! You have been subscribed.
Learning Center
Learning Center
Close
The IMPACT Learning Center

Free resources to help you master inbound marketing and They Ask, You Answer

Access the Learning Center

Access the Learning Center

Access the Learning Center
learning_center_grey__What is They Ask, You Answer-v2-black

What is They Ask, You Answer

What is <span>They Ask, You Answer</span>
Articles, Podcasts, & Updates

Articles, Podcasts, & Updates

Articles, Podcasts, <span>& Updates</span>
Free Courses & Certifications

Free Courses & Certifications

Free Courses & <span>Certifications</span>
On-Demand Keynotes & Sessions

On-Demand Keynotes & Sessions

On-Demand <span>Keynotes & Sessions</span>
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Services
Services
Close
Navigation_8_2021_taya

They Ask, You Answer Coaching & Training

They Ask, You Answer Coaching & Training
They Ask, You Answer Workshop

They Ask, You Answer Workshop

They Ask, You Answer Workshop
Navigation_8_2021_workshop

Inbound Marketing Services

Inbound Marketing Services
Navigation_8_2021_website design - monitor

Website Design & Development

Website Design & Development
Navigation_8_2021_hubspot implementation

HubSpot Training & Implementation

HubSpot Training & Implementation
Navigation_8_2021_virtual selling

Virtual Sales
Training

Virtual Sales <br>Training
Navigation_8_2021_swell - paid ads

Paid Search & Social Services

Paid Search & Social Services
Become a Certified Coach
Become a Certified Coach
Close
HubSpot

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.

By Joe Bachir

HubSpot adds new team permissions on dashboards for enterprise Blog Feature

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.

Topics:

HubSpot
Published on October 30, 2020

Recent Articles

INBOUND 2021 Recap: Takeaways, Speakers, and Lessons Learned

By John Becker on October 25, 2021
7 min read

Need a HubSpot Specialist? Here’s How to Find and Hire the Right Candidate

By John Becker on October 22, 2021
5 min read

How to Get Sales Reps to Use the HubSpot CRM

By Kimberly Marshall on October 18, 2021
4 min read

HubSpot and Data Privacy: How to Collect Contacts the Right Way

By John Becker on October 4, 2021
4 min read

INBOUND is Fast Approaching, Google Leads are Syncing, and Workflow Actions are Placeholding [Hubcast 275]

By Carina Duffy on September 23, 2021
4 min read

How to Know When You’ve Outgrown HubSpot Sales Hub Starter

By John Becker on September 23, 2021
4 min read

How to Get the Most Out of Your 2-week HubSpot Free Trial

By John Becker on September 13, 2021
5 min read

CMS Hub Starter, business unit add-on, and Stephanie does email validation on a giant database [Hubcast ep. 274]

By Carina Duffy on August 27, 2021
3 min read

How much HubSpot do I need?

By John Becker on August 17, 2021
4 min read

New HubSpot CMS Hub starter tier released for growing businesses

By Paul D. Grant on August 6, 2021
4 min read

HubSpot CRM review (updated for 2021)

By Kimberly Marshall on July 27, 2021
8 min read

5 HubSpot Sales Hub tips for assignment selling

By Tracey Stepanchuk on July 23, 2021
7 min read

Custom email nurture reporting, a map hack, and are pop-up forms a thing of the past? [Hubcast 273]

By Carina Duffy on July 22, 2021
3 min read

Get your sales team using your CRM platform in 5 easy steps

By John Becker on July 13, 2021
6 min read

HubSpot vs. ActiveCampaign: a head-to-head comparison

By Tracey Stepanchuk on July 13, 2021
5 min read

Close rate reports, custom surveys, and Apple Mail ruining everything for email marketers [Hubcast 272]

By Carina Duffy on June 24, 2021
3 min read

Is your inbound marketing working? Track these 4 metrics to evaluate your progress

By John Becker on June 15, 2021
5 min read

Operations Hub hot takes and college degrees [Hubcast 271]

By Carina Duffy on May 27, 2021
2 min read

4 keys to an effective HubSpot strategy in 2021

By Carina Duffy on May 7, 2021
6 min read

Think you’re paying too much for HubSpot? Here’s how to get your money’s worth

By John Becker on May 5, 2021
5 min read

I’m hiring a digital marketer; Do they need HubSpot experience?

By John Becker on May 3, 2021
4 min read

Do I need to hire a HubSpot specialist, or can someone on my team handle it?

By John Becker on April 30, 2021
4 min read

Introducing the first annual HubSpot WishFest 2021 [Hubcast 270]

By Carina Duffy on April 27, 2021
4 min read

6 ways to get the most out of HubSpot Campaigns

By Carina Duffy on April 26, 2021
7 min read

What is the new HubSpot Operations Hub?

By Liz Moorehead on April 23, 2021
2 min read