Training | HubSpot | How to Create a Team

Purpose

This training explains how to create a new team in HubSpot.
Learners will understand how to access the Users & Teams settings and create a team to simplify sharing dashboards, reports, and views across the organization.

Training Content

1. From the HubSpot home screen, click the Settings gear icon in the top-right corner of the page.

2. In the left sidebar, scroll down and find Account Management.

3. Under Account Management, click Users & Teams.

4. At the top of the page, select the Teams tab.

5. Click Create Team.

6. Enter a Team Name.

   • Example: Test.

7. (Optional) Add members while creating the team by selecting their names.

8. Click Create or Save to finalize the new team.

9. The new team will appear in your Teams list.

💡 Tip: Teams are valuable for sharing assets—like views, dashboards, and reports—with specific groups.
If you want all members of a department to see a shared dashboard, simply assign it to the team instead of each user individually.

Video Walkthrough:

https://drive.google.com/file/d/1r5AC0C_ic856lpFngNgefQMJ6k_WjFD6/view

Ownership

Technology Manager