Create and edit teams

Teams in HubSpot allow you to organize your users into groups for organizational and reporting purposes. If you are an Enterprise user, you can also create a team hierarchy by setting up parent-child relationships between your teams. 

• Create teams
• Edit existing teams

Create teams

• In your HubSpot account, click the settings icon settings in the main navigation bar.

• In the left sidebar menu, navigate to Users & Teams. 
• Click the Teams tab, then click Create team. 

• In the right panel, enter a team name. If you are an Enterprise user, you can create a team hierarchy and make your new team a child of an existing team. To do so, select an existing team from the Parent team dropdown menu. 

• Check the box(es) next to the team member(s) you'd like to add to this new team. You can also use the Add team members field to search for team members. 
• Click Save. 

Edit existing teams

• In your HubSpot account, click the settings icon settings in the main navigation bar.

• In the left sidebar menu, navigate to Users & Teams.
• Click the Teams tab.
• Browse or search for your team. If you are an Enterprise user and the team you want to edit is a child team, click the parent team name first to locate your team for edits. 
• Hover over the team name and click Edit to make changes, or click Delete to remove the team from your account. 

• Make changes to the Team name field as needed. If you are an Enterprise user, use the Parent team dropdown menu to add, change, or remove the parent team. 
• Check or uncheck the box next to any user(s) you want to add to or remove from the team.
• Click Save.

Please note: users with Team ownership permissions can access records owned by any members of their assigned team(s) and, if you have parent-child teams (Enterprise accounts only), the members of their team's child teams. Learn more about team only permissions.