As a super admin I would like to restrict (as in hide if no access) access to menus and screens by Team and user.
Today, even the most basic user can see a lot of screens and menus that in best case is confusing (“no, you don’t need to look at that screen, even if it is visible in the menu, it is not for you”) or worst it allows them to probe into areas that really is none of their business.
Examples of bad application “behaviour” today:
as a sales rep I have menu points visible at the top for Conversations, Files and Tickets, as well as Reports. Confusing, if my job role doesn’t cover those things.
as any type of user I can access MANY settings using the cogs in the top right corner and
a) view many things that are none of my business
account defaults
Property settings
currencies
domains
tracking code
ALL users and their access rights
b) even change some things: e.g. Hubspot access to the entire portal!!!
c) in a few cases even need to access them for things completely unrelated
Under settings it even says “only administrators can change these settings” on some then screens. Then DON’T show them to users without edit access!!
as a ordinary sales rep I can switch on / off Hubspto access to the entire Portal. Surely this is a bug!
This is a HUGE issue both for security and compliance reasons (you cannot show all this information to none-admin users) AND for training and onboarding reasons (“no you don’t need to bother or worry about that menu/screen; it is not for you but Hubspot shows it anyway”)
Suggested actions:
Under settings: DON’T show screens that the user doesn’t have access to edit. It is simply wrong on so many levels
Allow Super Admin to completely switch the Settings menu off for either all users, by team or by individual user
Allow Super Admin to control access rights to ALL screens by Team and/or individual user, e.g. Switch off “Files” for some, on for others; switch off “Reports” for some, on for others, etc
Stop showing upselling menu items to common users: example “Playbooks” is visible to a basic sales rep, but when he clicks on it he is told that the company has Professional and need Enterprise, and is then shown a screen to “Talk to Hubspot Sales”. No!!! my common sales people should NOT have to deal with whether the company buys a bigger package from Hubspot or not.
I fully agree. It is beyond my comprehension how a corporate platform like HubSpot cannot even remove access to ‘Account Settings’ for non-admin users.
+1 here, I just tried to create a super simple ticket/service access, but there is no way to shut off the many other unwanted menus that are still present.
My advice is: “Don’t hold your breath”. The turn around time for even no-brainer errors as well as major gap in basic functionality is +5 years for the items I have run into.
Really good point @SJimenez76. HubSpot is rather expensive compared to a number of the alternatives we look at. And then there is a great lack of features or coherence across the silos you really wonder if HS is worth your hard earned money.
This is a big gap for the platform, and inconsistent across it. There are also areas that feel “high risk”. As an example I created a permission set that was as locked down as possible. However, a user with that permission set can still:
Create marketing events
See all the account setup
Sign up for payment processing (clicked through the first few steps at least, didn’t confirm that it can be finalised)
Create Breeze agents
Access to settings and menus where no action cna be taken makes the UI overly complicated and hinders training and adoption.