I've tried to export our User list from Settings, and even though in a knowlege base article is says you can export the seat assigned to each user, when I export it, that information doesn't show. It will show the Team(s) and Permission Set assigne Leia mais
Thanks for the reply! I see what you're referring to, but if want to sort or filter by the seat, it's pretty hard to do so. In my opinion it should...Leia mais
Hi all, I’m encountering an issue while testing the Sales Enterprise properties access. When assigning access to users, I must choose between the following options on the contacts access: All contacts Their team’s contacts Their contacts Leia mais
Hello @karstenkoehler , Thanks for your prompt response. I have attached two screenshots regarding both access management tools, the first ...Leia mais
Hi all, What are the reasons a super user enterprise level sales hub seat cannot "Bulk Assign" deals and client contact? We have some people movement so deactivating their profiles, upon trying to bulk assign their contacts/open deals, the wind Leia mais
Hi @Carol5 ,
A super admin should be able to bulk assign records. There is a recurring bug however where – when selecting a large number of co...Leia mais
Hi @Carol5 ,
Just checked, no, view-only seat do not include the "CRM tools" permissions which include Communicate, Bulk Delete, Import, Expo...Leia mais
Hey @SBrooks10 ,
Just to add to @karstenkoehler 's point here as I had an issue with this only yesterday! For someone to have a permission ...Leia mais
Be able to add a number of max. Slot per day per meeting link. Use case : I still have availability on my planning, but I want to do max 3 QBR or 4 demo/day to keep capacity for other topics
Hi @QGaillard ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....Leia mais
Hello everyone, I’d like to use Salesforce as our source of truth for contact ownership, which means I need the Contact Owner in HubSpot to be updated whenever changes are made in Salesforce. However, I’ve noticed that in the current sync Leia mais
Hi @Fidelia99 Do your salesforce owners have corresponding user accounts in HubSpot? If my recollection of this is accurate, an owner needs to e...Leia mais
Hi @EKelly4 ,
This is a bug I've experienced before. For some reason, when you select all records, HubSpot sometimes is offended. Try to selec...Leia mais
Hi There, We are quite new to HubSpot and currently we have two accounts. One for production and one for sandbox. Both accounts are visible for all users and sometimes our users mistakenly log into the sandbox account and keep on performing thei Leia mais
Hi @Heisenberg ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...Leia mais
We created a deal property (field type upload) where the deal owner uploads the executed contract after a deal has been won. Is it possible to make the access to this field dynamic based on the deal owner? I know I can select specific users or team Leia mais
Hi @acarbonneau ,
No, this is not possible at the moment, see here: https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-pr...Leia mais
Hi, I'm trying to make a workflow that when a ticket is in status (passed on), that it gets passed on to our sister company and an email be sent to them that the ticket is passed on. In order for me to do that I have to add someone from our sis Leia mais
Hi All We have just moved to Hubspot, everyone else is having no issues, but one of our users cannot login to Hubspot. Every time he follows the same login process as the rest of us, it takes him to the same default Hubspot screen as the rest of u Leia mais
Hi @LPCarney ,
In scenarios like these, you can also log a ticket with support on behalf of this user – and share screenshots, details, steps ...Leia mais