topic Re: How do I prevent my sales reps from deleting or changing reports? in Dashboards & Reporting

How do I prevent my sales reps from deleting or changing reports?

RICWAH — Wed, 13 Nov 2019 22:15:51 GMT

We are in the process of implementing Hubspot Marketing Pro and Sales Pro, and I'm totally chocked by the way roles and permissions are set up in Hubspot. I find no way to prevent my sales reps from deleting the reports I set up for them. A simple click from the dashboard and the report is gone. Is there no way to prevent this? Please tell me I'm wrong and there is a way.

Re: How do I prevent my sales reps from deleting or changing reports?

sharonlicari — Fri, 29 Nov 2019 10:51:14 GMT

Hey @RICWAH

You can try to remove the access to the reporting feature though user permission settings. I would like to share this article where you can see how to edit user permissions.

I hope this helps

Thank you

Sharon

Re: How do I prevent my sales reps from deleting or changing reports?

RICWAH — Fri, 29 Nov 2019 11:48:23 GMT

That answer didn’t help. There is nothing in this article that answers my question. But I realised that the only way to solve this was to buy the reporting add-on. So I did that and now I can protect my reports and dashboards. This should be basic functionality for Sales Professional.

Re: How do I prevent my sales reps from deleting or changing reports?

MFrankJohnson — Fri, 29 Nov 2019 13:16:15 GMT

HubSpot Reporting Dashboards Shared Read-Only

Re: How do I prevent my sales reps from deleting or changing reports?

RICWAH — Fri, 29 Nov 2019 13:39:41 GMT

Thanks Frank. I noticed this was the only way to go. But since I need more than one custom dashboard and more custom reports, I bought the reporting add-on. And with the reporting add-on, more security features was suddenly available. Now I can assign which user has the right to create, delete, edit or view reports/dashboards. I just think that a Sales Professional license should have security features like this by default.

Re: How do I prevent my sales reps from deleting or changing reports?

RICWAH — Tue, 03 Dec 2019 07:35:34 GMT

Thanks!

I noticed this later after writing my post. Since I at the time only had Hubspot Professional, I could only create one dashboard. And a report needs to be present in a Shared Read-only dashboard to be protected. And the Hubspot standard dashboard can not be set to Shared Read-only. So i could only create 10 reports that would be protected in one custom dashboard set to Shared Read-only. All others would be unprotected. But I added the reporting add-on and now I can have more dashboards and that means I can protect more reports.