This would be very useful to diagnose problems with a user setup/account. Sometimes users change notification settings, disposition of properties and they don’t know how to do it. Having to setup a zoom call to deal with this isn’t always practical and takes a lot longer.
I would be very keen on having this feature implemented asap.
Kind of embarrassing that this functionality doesnt exist already, for me as an admin of a 50 user portal with multiple teams and roles, to not be able to see what they will see is kind of embarrassing. Literally every other CRM platform has this functionality.
Salesforce allows this and it is a huge help. I’m stuck right at this moment waiting for one of my users to do something in her account so I can finish the work I need to do. Really amazing that this feature is not already part of the product. But I get it.
We are excited to open the User Impersonation beta today for our Enterprise customers. Please fill out the form here and I will reach out soon with details.
@Flora Hi there, so excited for this to be in beta! Would love to be added to the form, but I’m also seeing the same error message that @jmacandrews is experiencing.
I want to be added to the beta as we have a desperate need for this. When I try to sign up, the default ’ account ’ is my personal gmail, rather than the non-gmail credential I use to access HubSpot.. When I attempt to ‘Switch account,’ I am directed toward my personal gmail accounts to select the appropriate one.
I’d argue that in general, HubSpot could do a better job allowing admins to enforce various settings on user accounts. For example, if the company workflow is specific enough, restricting users from editing their Contact/Company sidebars or cards would be a useful feature. Right now, the emphasis seems to be on user control. Company admins need the ability to enforce certain standards.
@FloraM PLEASE add me to Beta. Once added, can I use it NOW? I’m tired of chasing my users around asking them to connect their calendars or their Zoom accounts. UGH. I filled out your form.
Great news! Thank you to your team for all of your hard work to bring this
suggestion to reality. I know that many HubSpot Admins will benefit from
this! Happy Holidays!
Following on from this ‘Log in as User’ feature that the product team has built we are looking to hear your feedback on other product features that could help make things easier from an admin perspective when managing and troubleshooting your portals.
I started a thread over here and would love any feedback/suggestions: