Currently, HubSpot Admins cannot manage dashboard access and default settings simultaneously through Presets. If an admin wants to set a specific dashboard as the “Home” view for a specific team via a Preset, they are forced to make that dashboard visible to “Everyone.”
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This creates two major issues:
- Dashboard Clutter: Users see irrelevant dashboards in their dropdown menus simply because they were set as defaults for a different department.
- Lack of Granular Control: There is no way to enforce a “Team-Only” dashboard as a default without opening it up to the entire portal.
The Solution: Allow Admins to manage Dashboard Access directly within the Presets tool.
- Team-Specific Defaults: Set a dashboard as default for a Preset group even if it is restricted to “Team Only.”
- Automatic Provisioning: Assigning a Preset should automatically grant “View” access to the selected default dashboard.