Hi HubSpot Community,
Is it possible to set up calculations or workflows in HubSpot that are based on user permissions or roles?
For example, can I trigger specific actions or calculations that vary depending on a user’s access level, using custom properties or workflows? If anyone has experience or workarounds, I’d appreciate your input!
Thanks!
Hi @Anonymous,
No, this is not possible as property values generally do not depend on the access level / permissions of users – and if another person was looking at the record, there would be conflicts. Whatever is set up in HubSpot applies to all user, you can only define whether they can see/edit it or not.
Workarounds would depend on what exactly you’d like to achieve by this, can you explain your use case?
Very likely, the approach is going to be creating additional properties, yes, and making them only visible to certain users: Manage view and edit access for properties
You could not display different values depending on who’s working on it / looking at it, but you could create fields that are only visible for certain users.
Best regards
Hi,
You can do that only based on permission sets, not specific permissions.
What would you like to do with this?
Karin
@Ktamir that’s new to me. How can user permissions affect the outcome of a calculation or the enrollment criteria of a non-user workflow?
My bad…I missed the calulation part…