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RClerico on October 02, 2023
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
0 upvote
3 Replies
Accepted Solution
Community Manager
October 02, 2023 16:55
Hi @RClerico , Great question! To view attachments in records created by other users, a user's Notes permission must be set to more
KChester on August 16, 2023
How do i setup HubSpot to: auto capitalise first word of sentance. auto capitalise Names auto capitalise "i"
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 17, 2023 00:17
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 more
MRegragui on August 02, 2023
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 !
0 upvote
2 Replies
Accepted Solution
Top Contributor | Elite Partner
August 03, 2023 09:39
Thank you for tagging me in @BérangèreL ! @MRegragui My initial thought is that you aren't able to necessarily restrict access to more
MStach on July 25, 2023
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
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Platinum Partner
July 25, 2023 13:23
Hi @MStach , Unfortunately, this doesn't exist natively, as you mentioned. There is an idea on the Ideas Forum already, please upvote that! more
RLehrhaupt on June 14, 2023
I like the "Goals" feature however I need to restrict users from viewing goals that are not assigned to them. How can this be acheived? Thanks.
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 15, 2023 00:21
Hi @RLehrhaupt , As far as I know, this is currently not possible. Other users have requested better options for setting forecasting more
HTarawneh on June 12, 2023
Hi, the current admin has left our company. They have deleted his email account. Is there anyway to get admin access?
0 upvote
1 Reply
Participant | Diamond Partner
June 13, 2023 05:19
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 more
TAdy on May 25, 2023
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
0 upvote
3 Replies
Accepted Solution
Key Advisor | Partner
May 26, 2023 06:11
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 more
CMcGuicken on May 23, 2023
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
0 upvote
3 Replies
Community Manager
May 24, 2023 14:26
Hi @CMcGuicken , Thanks for trying that out! In this case, I would recommend connecting with HubSpot Technical Support , as Support more
SLarsen10 on May 18, 2023
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.
0 upvote
1 Reply
Community Manager
May 19, 2023 13:33
Hi @SLarsen10 , Thanks for reaching out to the Community! I wanted to share this knowledge base article that explains how to edit more
VGupta4 on May 01, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 01, 2023 03:24
Hi @VGupta4 , You can request the recovery of your account by submitting the form at the end of this page: more
Zayne on March 23, 2023
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 ?
0 upvote
3 Replies
March 27, 2023 09:24
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 more
APBorges on March 20, 2023
How do I move properties between groups?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2023 01:16
Hi @APBorges , Under Settings (gear icon) > Properties , search your property, select it, then click Add to group . I've numbered the more
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