Currently the setting for users to edit contacts is an all or nothing deal. If you want your users to be able to edit a contact’s phone number they also get permission to delete it.
Would be awesome if you could remove a user’s ability to delete a contact but still allow them to edit basic info like phone number, address, etc.
We need to be able to restrict who has permission to delete deals. This needs to be separated from the permission to edit a deal, as many people may interact with/ edit a given deal, but only managers or administrators should be able to delete them.
One of the main reasons we use HubSpot is for information sharing. All key information about a deal is stored in one place, so if a salesperson is out of the office, or multiple people are working on a deal, we are able to ensure our customers continuity of service. We need to enable all team members to edit all deals related to their team, but automatically granting permission to delete any deal leaves us extremely vulnerable in the event that an employee becomes disgruntled/ vindictive.
Absolutely, more levels of admin authority that would be assinable to given tasks
Currently, anybody with access to edit an entry (deal, ticket, contact, activity) also has the ability to delete that contact, and/or activity on that contact.
It is important for us to have the ability to set up separate permissions for editing and deleting as only a few people need access to actually delete entries or activity on entries.
This is a must feature for us.
We really need this ability as well for both contacts and companies. Our sales reps need to be able to edit properties but should not be able to delete a contact or company.
This is a basic feature with many other CRM’s. Please add.
Cross-posting a response here from a similar thread -
Hey folks,
Thanks so much for taking the time to share this idea and examples. We are looking into this problem area and wanted to see if an audit log of deletes, with an option to restore, can help here? One of the issues we’re trying to look out for is that in a case where the sales rep is demo-ing contacts or deals or makes a mistake, it can be helpful for them to delete that vs increase the work for the admin.
Today we support a recycle bin for contacts, deals, companies and tickets. It looks like this - Evernote and you can navigate to it from the home page of each of the above mentioned screens > Actions > Restore…
Does this give you enough power to fix an accidental or intentional delete? Where does this fall short?
Best,
Maggie Georgieva
Product Manager
This is a real problem for us and would have prevented us from purchasing HubSpot if we had caught it during the purchase process. There are many opportunities for an employee to inadvertently or purposefully delete data. Some of these go against our client SLAs and could cause some major issues for us.
Deleting a company record is not the same as deleting a task or a contact, so not sure why these are all controlled with a single setting.
The audit log of deletes is somewhat helpful but does not differentiate between a merged account and a deleted account. It also doesn’t identify who deleted the company, so you can’t reinforce with training.
The other issue is that all connections are severed when the company is deleted and after restoring the company, you must then reconnect all the contacts, deals, tickets, etc.
As an admin, I’d rather delete companies for a rep who entered one accidentally than clean up after one that is deleted accidentally.
@mgeorgievaThis solution does not provide enough help. We need the ability to prevent sales reps from deleting deals but preventing company and contact deletion would be helpful as well.
Thank you both! These are great details that you shared, @thomasrsmith - especially this piece, “As an admin, I’d rather delete companies for a rep who entered one accidentally than clean up after one that is deleted accidentally.”
I definitely see the value here and just wanted to make sure and look at it from the other perspective as well.
I am taking all these details and will be working with individual teams on prioritizing these options.
Best,
Maggie
We would prefer to lock the ability to delete. I agree with the above comment that it is better to delete on behalf of the team than to clean up their accidental deletes.
The ability to control if a user can delete Deals or not would be a great addition for us.
This is a great idea. Would love to have this available.
Following! Preventing users from deleting contacts is crucial to us, without preventing them from editing. To check the recycle bin periodically is laborious, not efficient use of time and easy to miss something.
I have come across this issue today as well and it meant myself and other busy people spending around an hour to track down a company that had been deleted. I am still missing one record as the restore companies function is only 90 days. When I looked in the restore companies audit log I was shocked at how many had gone - this goes against everything we have tried to instil in our sales team. We desperately need to be able to limit deletion of all records.
This was first submitted over a year ago. Please let us know what you can do to help without an all or nothing option. Many thanks.
Hi Hubspot Team,
This idea is really important for us as well. We would love to have a way to desable the ability of our Sales Reps exclude Deals, Companies or Contats.
It’s important for us not letting anyone but us (admin) exclude things from our CRM.
Hope you help us with this problem.
Could Hubspot give us an update on this? If it is being considered or even better if it is scheduled in for development?
Delete permission should me an option in all of Hubspot objects (Company, Contacts and Deals).