Account & Settings

Tselani
Participant

User Permissions: Export Capability by Object Type

Résolue

Currently the Export Capability gives a user the ability to export all Contacts, Companies and Deals that they have visibilty to. We would like to provide those permissions to some users but not all to facilitate better governance across the platform. 

 

It would be a great enhancement to provide users who need to export with the ability to only export what they need instead of a single export option for everything. It would be great if the export permissions, was a checkbox under Object Access on the CRM tab.

1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

User Permissions: Export Capability by Object Type

Résolue

Hi @Tselani,

 

Agreed, this would indeed be useful. You can post this in the HubSpot Ideas section of the community which is being monitored by the product team. Requests made there are evaluated by popularity. I'll happily upvote your idea if you share the link here.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

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3 Réponses
Tselani
Participant

User Permissions: Export Capability by Object Type

Résolue

Thank you both, I submitted it as an idea. My original intent was to post in the ideas section 😅

webdew
Guide | Partenaire solutions Diamond
Guide | Partenaire solutions Diamond

User Permissions: Export Capability by Object Type

Résolue

Hi @Tselani ,

I think this will be a great idea. Request you to put thus on idea section of community. And as @karstenkoehler suggested, share the link here so that we can upvote it. HubSpot product team review ideas with more upvotes and work on it.

HubSpot Community - Ideas - HubSpot Community

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

User Permissions: Export Capability by Object Type

Résolue

Hi @Tselani,

 

Agreed, this would indeed be useful. You can post this in the HubSpot Ideas section of the community which is being monitored by the product team. Requests made there are evaluated by popularity. I'll happily upvote your idea if you share the link here.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes