Account & Settings

Abhishek
Member

Share CRM data based on Organization's role hierarchy

SOLVE

We have a simple organization with 3 levels of managerial hierarchy, suppose A, B, C roles, where C level managers reports to B level managers and all the B level managers reports to A.

 

C level managers reporting to a particular B level managers should be restricted to view/edit only the data owned by him/her.

 

B level managers should be able to view/edit all the CRM data of the C level managers reporting to him/her, but  should not be able to access other B level managers' teams data.

 

A level manager should be able to view/edit all the CRM data of the organization.

 

Currently Hubspot allows access to either owned data or everything, making it a problem for B level managers.

 

Is there a solution for this?

 

0 Upvotes
1 Accepted solution
ndwilliams3
Solution
Key Advisor

Share CRM data based on Organization's role hierarchy

SOLVE
1 Reply 1
ndwilliams3
Solution
Key Advisor

Share CRM data based on Organization's role hierarchy

SOLVE

It's in the works. Hubspot User Teams is in beta. Check out https://community.hubspot.com/t5/HubSpot-Ideas/HubSpot-User-Teams/idc-p/14629#M2153