Status: Idea Submitted
How than a user can set their own home screen is great, homeever the majority of users have no idea this exists. We have hundreds of users, it would be ncie to be able to set a homescreen based on their role. If they want to change ti after, it should be possible.
For example - a sales role would have the homescreen a sales dashboard
marketing roles or others - would have a diffent home dashboard
This is totally necessary. There should be a default screen you can set up for all new users.
We need this; users are always set to report page and most should go to contacts or companies.
Having to instruct new users to make this change makes onboarding more confusing for them.
Agreed! I would certainly use this assigned based on roles within our ourganization.
I wish this existed for enterprise level accounts!
Agreed, having the admin capability to set Home Page based on user roles would be a great enhancement. For larger HubSpot customers this should be a HubSpot update consideration.
This would be very useful in setting up new users without adding to the already long list of setup steps.
It’s absolutely necessary. The more brands we build, the more Admins need to set them up correctly first and then let them change it later.