Restrict Permissions to Create Custom Views

HubSpot Ideas
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Status: Delivered

Status history

1

Currently, I don’t like how there is no way to restrict users from adding a new custom view to an index page. . .

This results in the following problems at the enterprise level:

1) Lot’s of duplicate views

2) Inconsistent columns / properties included

3) Innacurate filtering

4) Having to log in every account to remove a view just to delete/archive an old property.

In a perfect world, it would be awesome if we could set permissions up so that the team lead is the only person able to add custom views.

Thus non-managers need to run their requests through them or the admin. Standardizing would greatly improve their experience with views.

2

It would be a “killer application”.

We also really need to avoid hundreds inaccurate views. The administrator shall choose witch view a user can have in his dashboard so that he can view the correct fields (and them only).

3

It would be a great improvement to manage easily the views by limiting the creation permission.

For our business, it is crucial to have well-defined views on a specific set of fields using a number of different views made by management team. The capability to assemble custom views, in our use case, let the user focus on a mix of fields that, in some cases, point the interest on less important facts that however make impacts on results.
Please take in account this request.
Thank you.

4

Hi folks,

I’m Lily, the Senior Product Manager for HubSpot’s Index Pages. Thank you for taking the time to submit, upvote, and comment on this Idea. I’m looking to connect with customers who are interested in sharing more about how they use Views and how permissions factor into their workflows. If you’re open to chatting, you can use this link to schedule time with me.

Thank you in advance,
Lily

5

This is definitely an improvement I would welcome, limiting view creation to only a Super Admin or team leader so that users cannot remove or add new fields would help us massively.

7

Hi,

I’m Lily, the PM for HubSpot’s Index page tool.

I’m pleased to announce that this feature has been Delivered to all customers. More information can be found on this product announcement.

We could not have built this feature without your help. Thank you all for taking the time to submit, vote and comment on this Idea.
Best,

Lily