topic Re: Is it possible to Restrict Deal Creation? in Sales Hub Tools

Is it possible to Restrict Deal Creation?

jaybaum — Fri, 23 Feb 2024 17:11:58 GMT

Under deal permissions there's only options for view, edit, and delete. There's no "create" option to restrict a user's ability to "create" a deal record.

Our deals are going to be created via integration from an ERP. We're just trying to find a way to block users from manually creating deals. While they'll be instructed not to, my gut says someone will still attempt to down the road.

Any workarounds or ideas?

Re: Is it possible to Restrict Deal Creation?

CateDuarte — Fri, 23 Feb 2024 17:25:56 GMT

Hi @jaybaum if a user has no permissions to edit they won't be able to create deals. Make sure the Edit is set to NONE under permissions.

Re: Is it possible to Restrict Deal Creation?

jaybaum — Fri, 23 Feb 2024 17:33:24 GMT

Thanks! It's been a long morning - totally overlooked that 🙂

Re: Is it possible to Restrict Deal Creation?

CJordan63 — Fri, 03 May 2024 18:59:47 GMT

Is there any way to restrict users from creating a new deal, but still allow them to edit a deal?

Re: Is it possible to Restrict Deal Creation?

DHicks9 — Mon, 20 Jan 2025 16:53:46 GMT

Did you figure this out?

Re: Is it possible to Restrict Deal Creation?

karstenkoehler — Mon, 20 Jan 2025 17:01:56 GMT

Hi @jaybaum, @CJordan63 and @DHicks9,

This is now possible. Navigate to Settings > Product updates > All product updates and you should find this beta:

Account Settings

Create permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

December 12, 2024

What is it?

We’ve added new user-level permissions enabling admins to control who can create and/or edit specific object types (Contact, Company, Deal, Ticket, and Custom Objects).

Why does it matter?

Admins can now ensure better data hygiene by separating permissions for editing and creating records. This allows admins to enable users to edit Contacts, Companies, Deals, Tickets, and Custom Objects without automatically granting record creation abilities, addressing customer concerns about data quality and control.

How does it work?

Admins can manage user permissions by navigating to "Users & Teams" to set access levels for creating and editing records like Contacts, Companies, Deals, Tickets, and Custom Objects. Initially, users with edit permissions will automatically have create permissions for those object types.

Known limitations

- Custom Object creation is not yet being enforced by new create permission

- Imports are not yet controlled by new create permission

Who gets it?

All Hubs and Editions

This is currently in private beta so if you're not seeing it yet, you'll have to be patient for just a bit longer.

Best regards

Re: Is it possible to Restrict Deal Creation?

DHicks9 — Mon, 20 Jan 2025 18:53:13 GMT

That's great news. Thank you.

Re: Is it possible to Restrict Deal Creation?

DHicks9 — Fri, 13 Jun 2025 12:23:33 GMT

Is this now possible by pipeline?

Re: Is it possible to Restrict Deal Creation?

Jaycee_Lewis — Fri, 13 Jun 2025 15:11:15 GMT

Hey, @DHicks9 These new permissions are on the Object level and do not mention additional settings by Pipeline. You can find all the current details here — Permissions guide — "Create (BETA): toggle the create switch on to control the set of objects the user can create (including importing)." — Jaycee