We have an SDR team member (who is a member of 4 teams in HubSpot) who has created saved views to work his leads. Just recently, his saved views became truncated, only showing a few companies instead of 100. After research, we found the missing companies had a deactivated user as the company owner. However, this deactivated user was (and still is) assigned to 2 of the same teams as the SDR member even though they were deactivated. We temporarily changed the permission set from “Team only” to “Everything” and the previously truncated records appeared in the view. However, we don’t want the users to view everything, just the “team” owned accounts. And, while this user is deactivated, they still have the team assignment listed (for reporting, goal purposes, etc) which continues to work.
Are deactivated user as owners no longer allowed under “Team Only” permission sets? Do we need to reassign these users to another member under one of these shared teams? Anyone else having this issue? We are on enterprise suite.
Hello @CSic, that’s a great question! For deactivated users, the user will no longer be able to log in or access the account, but their user profile will remain in the account and can be reactivated later. For example, the user will remain assigned to their records, and they will continue to be included in reports. Deactivated users will also no longer receive notifications. More information here
Hi @CSic based on what you’ve described, it does sound like the deactivated user is being “removed” from the team, even though it is showing them as a member. Rather than changing view permissions, I would look at reassigning some of the companies assigned to the deactivated rep to see if that resolves the issue - then you’ll have your answer and can bulk reassign as needed.
Thanks @Jnix284 . Thats what I was figuring too. We just couldn’t find an article that specifically mentioned this situation.
What’s weird is that the deactivated user (“d.u.”) was deactivated about 4 months ago. And up until a few weeks ago, the views included accounts where the d.u. was the owner. It has only been in the last few weeks that this the list has truncated and the d.u. accounts no longer appear in the list. In addition, the d.u. is still appearing in the FY reports under the “team” (which we need, so removal not an option).
I know HubSpot has been on a roll making changes, so assuming this is the case, just trying to see if it was an actual thing or maybe a glitch. Appreciate the response!
