Hey Community, I just figured out that setting goals for the team require Super Admin rights. I don’t quite understand why this can’t be done on an Admin level as I don’t want to give our Teamlead full access to Hubspot. I would suggest implementing this on normal Admin or Sales level.
Absolutely agree! Seems like so much overkill to have super admin rights just for being able to set goals as a team leader.
Same. Having an issue with this and setting goals for my team beyond the sales targets we agree. It is often the case that managers without super admin rights may need to set small goals for their team. E.g. ‘Meetings booked’ goal for a team member who might be flagging behind and need additional focus in a specific area beyond the focus of a general KPI
Hi there,
We’re currently looking at adding more detailed goal permissions to HubSpot to allow for this use case. More to come here soon.
Best,
Lars
1) I second this idea. a role or persmission other than “super admin” should be able to modify sales goals.
2) the KB was recently updated (today Jan 12) but is even less valuable. the previous KB stated:
“Oct 13, 2020 — Please note: you must be a Super Admin in order to create, edit, and delete goals in your account. In order to be assigned a goal, however, you must have have either a paid Sales Hub Starter, Professional, or Enterprise seat, or a Service Hub Enterprise seat.”
The current KB is says:
"With goals, managers can create user-specific quotas for their sales and services teams. Managers can then assign these goals at the user, team, or pipeline level." and “Please note: you must be a user with Forecast permissions in order to create, edit, and delete goals in your account.”
I’ve just confirmed with Support thaty I can’t edit a users permissions for Forecast… and that is in fact only available to Super-Admins (to modify goals). That was not a fun 2 hours trying to figure out.
Please HubSpot… allow users with non-Super Admin permissions the ability to edit team goals.
Hi everyone! I am marking this as ‘Delivered’ since users with paid sales or service professional or enterprise seats, or super admins, are able to set goals now. There’s more detail on who can set and have goals assigned to them in our KB. ![]()