My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our company. While the claims side needs to be set to private to whoever is working the account, the sales side idealy needs to be able to see everything but the contacts that are in the claim pipeline.
It would be great to have a permission setting that would allow for the sales side to see all the sales relevent contacts, yet not be able to see the individuals filing claims.
Hi,
Is it possible to restrict permissione to a user so that he only sees the Pipeline I want?
cheers
MS
Hello @MS here is a comprehensive guide on HubSpot’s User Roles & Permissions - I’d reccommend bookmarking this for future reference
For reference here is a brief breakdown:
Please note: Users with a View permissions setting of Owned Only will only be presented with contact records for which they are assigned as the HubSpot Owner within the Contacts dashboard, All Contacts, and Lists in the Sales and Marketing product; however, they can still view a contact that is not owned by them if they are sent a direct link to the contact.
I wouldn’t consider this issue solved (IMHO…).
It is scary to me that any CRM user can view anyone else’s dashboard in Hubspot Sales.
This has huge privacy issues with lower-level users being able to see my Dashboard and all sales and financial data.
Ummm…this is a huge oversight.
The workarounds are:
1. Not have any dashboards or reporting (not really a good idea…)
2. Disable user from Hubspot CRM access (what’s the point then of a CRM if users can’t use it?)
3. Restrict access to only contacts OWNED - this is a huge kludgey workaround and hides critical financial information from a Dashboard but doesn’t hide the Dashboard and doesn’t allow a CRM user to view/edit contacts they don’t own but may need to interact with on behalf of some other CRM user.
SOLUTION:
Please give the ability to have Dashboard Permissions!
Not everyone in the company should have access/visibility into everyone else’s charts, graphs, financial pipelines and deals…
We hold these truths to be self-evident.
Jeremy
We really need this as well.
Reviewing the above, it is not possible to restrict users by specific pipelines, but I would reccommend post things as feature request on oir Ideas Forum: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
I think being able to restrict users to specific pipelines is a great idea, and should be considered as a new option. I found this thread looking for answers about the same thing. Thank you-
Agree, strong need to have certain users not see the big deals and sales channels that do not relate to them, please buil dability to restrict by pipeline or at least make the teams feature editable on contacts, not inherited from the owner
This would definitely be a great feature. I’ve been also using the CRM for managing our recruiting pipeline and it would be awkward to then have the people we hire view info and notes on the rest of the candidates.
We could use this feature as well. Please consider
We really need this as well.
Hardly needed feature !
Really needed!
+1
+1
Yes, why is this still something that hasn’t been resolved. We absolutely need permissions at pipeline level.
+1
I seem this request from 2017 and still not be implemented
Would love to see this feature!
Really needed!
Really needed for when working with a partner… i.e. can only show deals that you’re both involved in.