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PBaan25 on June 26, 2023

Hierarchies in roles

Use case: I want to be able to automatically asssign a task to the manager of a sales rep in an organisation with many different teams and thus sales managers. For this, I want to be able to use some sort of hierarchy in roles, so the systems know read more

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PBaan25

Member

October 04, 2023 10:31

I guess solving it the workflow way doesn't work either. Created a new property "manager" using the "user"-property type. The created a workflow that...read more

MKainu on January 06, 2023

Importing PipeDrive Activities into HubSpot

Hi all! I've been going down some holes to try and find a difinitive answer to this - is there a clearline way to Export all Activities from PipeDrive (including ones associated with Deals and those that are not but might be associated with jus read more

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MKainu

Participant

January 10, 2023 11:41

Hi CMansell, Still no luck with a quick route. Having to wait for our company's IT support to see if we can do something along the API route whic...read more

Solved

MKainu on January 05, 2023

Is There a Way to Create Team Permissions?

Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save read more

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2 upvotes

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Accepted Solution

danmoyle

Most Valuable Member | Elite Partner

January 05, 2023 14:07

Hi @MKainu . You can create permission sets (naming them as teams for user access) as Frank mentioned. You can also create teams in HubSpot and ...read more

Solved

WA on February 03, 2022

Business Unit / Multi brand / Multi brand knowlodge base / Primary domain per brand

we would like to integrate a second brand so we can break down all processes by brand for example: a second primary domain, a second knowlegde base and so forth.

Reply Enterprise Knowledge Base Landing Pages Settings

1 upvote

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 17, 2023 01:19

Hi @WA , Good news, multiple knowledge bases are now in beta. Below is the announcement, here's the knowledge base article: https://knowledge...read more

ABarrettInc on January 20, 2021

Can't access account - Not receiving code via email

I'm unable to login and I'm not receiving the code via email. I've tried about a dozen times. It's not in my junk/spam, it's not being received. Any advice? I've corresponded with a HubSpot rep in the chat 3 times and they're not able to solve t read more

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