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Account & Settings

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DaniPeters on September 19, 2023

Restrict product folders

Systems Administration and config question - Is there a way to restrict what product folders different employees can see? We have a lot of products which are not relevant for many of our team members. It would be good if we could limit what they see read more

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1 upvote

2 Replies

JBergquist46

Participant

September 20, 2023 07:04

+1 This is a great question. Would be very good. We are lokking at start using line items, but currently we have a problem with not being able t...read more

JHogg9 on September 18, 2023

Super Admin can't edit access and permissions

I am having the exact same issue. This started 4 weeks ago at the same time we bought our first starter pack. I've been going back and forth with HubSpot and they've moved me to a different package (from CRM Starter to Marketing Starter), thinking t read more

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0 upvote

1 Reply

kvlschaefer

Community Manager

September 19, 2023 04:00

Hi @JHogg9 , Thank you for reaching out to the Community and for sharing your experience with us. I apologize for any data or business impac...read more

cec3 on August 29, 2023

Hubspot login - always asking to re-login

Hi, i'm having this same issue, reported it to support and they gave me the usual bs that because im a free account they cannot provide support to this. Could you kindly let me know how i can sort this out. i have a 2fa, use mac chrome, and just fee read more

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0 upvote

2 Replies

cec3

Member

August 31, 2023 10:29

issue is not the 2FA, the 2fa is working as it should, the issue is that the remember me is only lasting 1-2 days before its prompting me again for a...read more

Solved

Augustus on August 11, 2023

Remove Deal Insights beta option completely

Hi - logged in to Hubspot and saw a new banner displaying "Insights" at the top as a beta feature. Here is the article describing the feature: https://knowledge.hubspot.com/crm-deals/review-data-insights-on-deal-views We don't want this d read more

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2 upvotes

5 Replies

Accepted Solution

Augustus

Contributor

August 29, 2023 13:27

I saw in the settings that there is a new feature on the Deals Setup page that allows for the Deal Insights to be toggled off. Thank you Hubspot for...read more

Solved

VMets on August 01, 2023

Full CRM system not loading / crashing on a daily basis

For the past week I cannot get hubspot to work properly. It is crashing, losing my work, not logging emails, changing settings. This has been going on for a week. There are days (like today) where I CANNOT load the system. Doesn't matter which brows read more

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1 upvote

4 Replies

Accepted Solution

jolle

Recognized Expert

August 01, 2023 09:53

Hey @VMets , thanks for reaching out! Looking at the HubSpot Status page , there were issues with the CRM that started last week (lists, repo...read more

tgobs on July 23, 2023

account

need an account immediately

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1 upvote

1 Reply

kvlschaefer

Community Manager

July 24, 2023 07:16

Hi @tgobs , Thanks for reaching out to the Community! I wanted to share this getting started guide with HubSpot - Set Up Your Account ...read more

Solved

anjeho on July 22, 2023

"you must be a user with Account Access permissions to make changes to the allow or deny list"

Customer emails occasionally end up in the Spam folder in our Inbox. According to https://knowledge.hubspot.com/conversations/manage-your-inbox-s-allow-and-deny-list: Please note: you must be a user with Account Access permissions to ma read more

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0 upvote

4 Replies

Accepted Solution

anjeho

Contributor

July 28, 2023 15:24

Thank you! For any future readers, the specific setting is found in HubSpot > Settings > Account Setup > Users & Teams > Edit Permis...read more

johnelmer on July 12, 2023

HubSpot Schema Replicator - copy your setup from one portal to another

Announcing a new, free migration tool from your friends at Datawarehouse.io : The HubSpot Schema Replicator ! This self-service HubSpot Schema Replicator copies the HubSpot schema/setup read more

Reply Admin Announcement CRM Developer Integrations Settings

4 upvotes

3 Replies

Mike_Eastwood

Key Advisor | Gold Partner

July 13, 2023 21:03

Hi @johnelmer Yes! I'd love the opportunity to show you Portal-iQ! Just sent you a message with a meeting link. Cheers Mike ...read more

Iffbld01 on July 04, 2023

Virtual domain for app verification- DNS setup

Regarding app verification as per this documentation: https://developers.hubspot.com/docs/api/creating-an-app#add-a-verified-domain Is it possible to add a virtual domain for app verification, or do we need to add a physical domain?

Reply CRM Developer Free Integrations Settings

0 upvote

2 Replies

Iffbld01

Member

July 12, 2023 05:14

Hi @Franci , By Virtual domain, I mean for example our main domain is abc.com and its subdomain is xyz.abc.com can we provide xyz.abc.com as ...read more

chris305 on June 26, 2023

Using connected Gmail account on Outlook with Hubspot CRM

Hello, I am using Outlook to send/receive my gmail. My goal is to (a) track messages/replies that I send from that account (b) add incoming senders to Hubspot contacts. I have connected my Gmail account to Hubspot (CRM) and I have enabled in read more

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0 upvote

4 Replies

chris305

Member

June 28, 2023 10:22

Hello and thanks for the replies. I am not sure I full understand the setup. Initially I connected my Gmail under Settings > General > Em...read more

ctaylor721 on June 21, 2023

Not recieving 2FA code

User unable to log in after resetting 2fa. We were unable to send a recover email due to a service issue. Please refresh he page and try again

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0 upvote

1 Reply

PamCotton

Community Manager

June 21, 2023 16:58

Hello @ctaylor721 , thank you for posting in our Community! Could you ask the user to please submit your information to the HubSpot support te...read more

Solved

RuthC1 on June 13, 2023

Can I change Closed/Lost from Multi-line Text to Drop Down

Hi community I'd like to create a drop down for Closed/Lost reason but Hubspot says I can't: This property can't be changed because it has a value on 1,268 records and is used in 54 assets. Is it possible to change it so that it doesn read more

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0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

June 13, 2023 23:57

Hi @RuthC1 , Unfortunately not, no. You would have to make sure the property doesn't have any values on records and isn't used by any asset be...read more

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