Currently if a user has access to edit one contact’s property, they have access to edit all contact properties.
We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the editing of certian properties.
We have employees who need access to edit basic property fields on a contact’s profile (name, phone number…etc) however there are other properties we don’t want them to touch which may affect conversions, sales, or customer relations - currently we cannot restrict this.
What’s worse is there’s no means of checking (other than one by one contact by contact). It would be helpful if we could run a report that says Show me every time USER 1 edited the PHONE NUMBER property on all contacts system wide.
Restrict certain users from editing certain property fields on a contact’s profile
View a history of when users edit certain contact properties.
You are right, I do agree that we need to restrict access to certain contact properties for the users so that the confidential information regarding any contact will be kept more secure.
Also, if anyone edited any property, the previous property value and the person who edited to be saved as log for future reference.
Agree 100%. Whilst our whole team needs access to view the information on each contact and update most of it, we only want a few senior account holders to have the ability to change certain properties. This could be done by having an ‘Edit permissions’ field on the property settings, where you can select which teams or individuals have ‘edit access’ to that property.
Our team would benefit from having this feature enabled to pick and choose which properties are edit enabled. I agree with the suggestions to have “edit permissions.”
YES! This is a critical feature in my opinion. We have many fields that are imported from a database and not being able to restrict those, muddies our data. Having this ability would be a surefire way to keep our database input clean within hubspot and would be a major help in this initiative!
I would definitely need that feature implemented. We are evaluating other CRM at the moment and this missing feature might make us buy and use Salesforce instead. We want to be able to consolidate deals managed by our resellers in a single pipeline and would need a restricted property to grant them deals and right to work on these deals. For that, we would need such a feature.
We currently automatically set (through a workflow) a contact account status, based on the company account status. The company status is the only one that should be editable the contact status should be read-only.
We really need this for approval processes along our pipeline. Currently anyone can ‘approve’ a deal as it moves through and this typically triggers workflows that are then difficult to reverse.
Absoultely needed. This has been a request of many users for awhile now. Is there an update as to when this ability will be created?? I’ve created custom properties to populat via workflow to assign commissions. But now the contact owners can change this manually which we don’t want!
Agreed! A junior sales rep should be able to edit the phone number or the address field of a company anytime, but not to overwrite sensitive data like the commission he is going to get for that specific lead. That should be a “read-only”-field!