Users Can Now Belong to Multiple Main Teams

Smart CRMProfessionalEnterprisePublic beta

What it is

Users can now be full, equally-functional members of more than one team at once, with equal access to routing and workflows across every team they're assigned to.

Why it matters

This removes a long-standing limitation — previously only one 'main' team gave a user full access, which caused routing confusion and uneven workload distribution. It was a top customer idea with 200+ upvotes.

FAQ

Does this touch my portal?

Only Professional and Enterprise Customer Platform portals.

Was this a requested change?

Yes — it was a top customer idea with 200+ upvotes.

What tier do I need?

Professional or Enterprise Customer Platform.

Produced by Value-First Media