hello! I am new at my company and I am doing my best to get the admin side (permissions) at a more secure level. For some of my users, I removed their "super admin" access and gave them a custom permission set that is more tailored to their role. read more
Hi @KChester ,
There isn't any feature for this built into HubSpot, no. However, since HubSpot is a browser-based tool, you could look into fr...read more
Hello there,I want to know if it's possible to set a rule on a shared mailbox to prevent a user to see all the emails.Instead,I want him to have acces only to emails with a specefic subject. Thanks in advance !
Thank you for tagging me in @BérangèreL !
@MRegragui My initial thought is that you aren't able to necessarily restrict access to conversati...read more
Hi all, I work for a registered investment advisory firm. We are required by the SEC to retain records for all client communications, including text and emails. Hubspot doesn't have a permission setting that restricts users from deleting or edit read more
Hi @MStach ,
Unfortunately, this doesn't exist natively, as you mentioned. There is an idea on the Ideas Forum already, please upvote that! ...read more
Hi @HTarawneh - if nobody has been added as an admin prior to your previous colleague leaving, your best option will be to get in touch with Hubspo...read more
I need a way to assign company ownership based on contact ownership. Right now we use the ZoomInfo Integration to pull in contacts. However, apparently the integration does not support assigning account ownership. I'd first like to make sure al read more
Definitely! It would just be that workflow I outlined in my original comment, just be sure to select the box to enroll companies/contacts who already...read more
Hi folks, I have an issue with hubspot. When I add my HTML email, I'm seeing a perfect preview and a saved icon. However, when I go to email out, the signature is blank. When I go into the email signature area again, the code I applied is not sav read more
How do I change the settings for the Unit Discount field in Hubspot. Right now it is locked and set to %. I need it unlocked and set to USD. I would like editable fields in USD for ALL deals.
Hi, There were multiple HubSpot accounts associated to my email and I deleted one of them by mistake. That account had important contacts that we need. Deleted HubSpot Account ID: 23783225 Is it possible to restore that account? Thanks read more
Hi @VGupta4 ,
You can request the recovery of your account by submitting the form at the end of this page: https://knowledge.hubspot.com/acco...read more
For some reason whenever I need to pick an account in HubSpot, the default one is my developer account. I can't find where to change this. Can someone please point me in the right direction ?
Turns out this didn't help in the end. I'm back to being shown my developer account first. The star is still there. It seems as if there is something...read more