Must needed!
MUCH NEEDED
This is essential, especially for properties that factor into calculating commissions.
I would also like to cite the need for more granular control of permissions for individual properties.
For instance, I would like to allow users to assign unassigned contacts/companies to themselves, but not to other people. Inadvertently doing so can screw up multiple people as now some users end up with contacts they don’t know what they were supposed to be doing with, and the original owner/claimmant cannot access the account since we don’t want them to be able to edit each others’ accounts.
Also, making certain properties view-only, rather than just broad categories, would be helpful, as I currently need to allow editing to the whole module to permit any editing at all, while there are several fields that should not be edited.
Allowing field-specific permissions would be very helpful so as to not be forced to give users enough rope to hang themselves with.
I would also like to add that some of the properties we have been updated through an API from our own database. These properties we would like not to be editable by the users.
We would like to have this option as well to set viewing permissions on specific property fields in Hubspot.
With a growing sales team, it’s a real challenge to make sure all of the information in the CRM is kept clean and no modifications to essential data happens. It would be great if you can add this feature so we can provide permissions per property or at least disable certain actions like “Deleting Deals”…
Agreed. We need this option due to prevent reps from updating properties that should be preserved month-over-month and updated only through API updates.
I absolutely agree with this idea. Being able to fine-tune (editing) permission right at a property level is very important for large companies with severyl HS Users. Would love to see this implemented soon!
Use case: I have two sales teams. One supports the other and needs access to certain properties/data from the other teams records but for security reasons we don’t want that team to see things like names and contact info.
Hello HubSpot Community,
Thank you as always for your continued feedback, it helps us build a great product. We recognize the value that field level permissions can bring and I’m excited to let you know that this is officially in beta for Enterprise users. Our solution will give administrators the ability to prevent a field from being edited by any given set of users or teams. At this point, the product does not allow admins to “hide” values.
If you are interested in becoming an early beta user and have an Enterprise subscription of any account please send me a direct message. Otherwise, we do expect this to be released to all Enterprise accounts in the near future.
@Dylan - is this a feature that has been designed to stay in Enterprise? I.e; this won’t be coming to Professional and below level accounts? Do you only need one of your hubs to be at Enterprise level to unlock it?
Excellent news to report on this front… this is in beta right now! Users and teams configurable visibility for Company/Contact/Deal/Ticket property fields. Thanks for listening HubSpot… this is why we’re all with you.
Orange is my favorite color today for sure.
Its a shame it is only for Enterprise. We pay a lot for Sales and Marketing Professional and expect to have this basic feature as well. Really bummed there…
Thanks @sarahw !
That response must have slipped by - appreciate it.
Woke up to find field permissions as a new feature this morning. Woo hoo!
Thank you Hubspot.
please make this available for all suscription levels, such a useful feature!
it’s incredible we can’t have this essential feature with professional plan…