I need to set permissions so users can see all emails/tickets associated to a certain deal but don't know how to di it. when I use this settings, no emails or ticketa are viewable by the users, even when they are associated with a certain deal th read more
Hi @MVitale2 ,
Permissions in HubSpot always relate to the asset itself (email, meeting, tasks etc), not the record they're associated to. Jus...read more
I have a paid seat through my organization. I created a new account for my personal business with a different email. 1. Is it possible to use the same email for both if I am not admin for one of the accounts? 2. I tried changing the email in the read more
I have a small issue with my current account. Recently we change our brand , so I want to change my primary email to the new one, but seems I logeed before with this new email to create a new hubspot account. Even I delete the "new account " and re read more
Hi, I think contacting support or changing your email will be the best and easiest solution you can do. Let me know if you found other ways to so...read more
I keep facing the same issue with the same team member while her colleagues from the same team don't have that issue. she has permissions to view all deals, companies, and contacts but every 10 days or so she can only view the deals, companies and c read more
@FBakr Unless you are an admin in the second account, you can't. The admin of the second account would have to remove her - or the second account w...read more
Hi Community, we have grown as a company and are now facing an issue, that we have 2 free accounts (A = filled with our Data; B = Inheriting a special Discount). As we are a startup and do not want to loose both (neither our data, neither the di read more
Unfortunately, most platforms don’t allow merging accounts or transferring discounts directly. However, you can try contacting the platform’s support...read more
I need to assign this below specific permission to one of my users - Settings > Tools > Calling > Call Setup > Phone Numbers when the user is going to "EDIT" and "DELETE" the number, he is getting the edit option only. I want to give read more
Hey there @VMah . Welcome to the Community. You may need to go into the property itself and manage permissions there. This might be related to prope...read more
Hello everyone. Here is my question. I have a zapier integration with my website that sends chat lead to my hubspot account. The question we ask is how did you hear about us. The answer is different everytime. So is there anyway that I can summ read more
Hey @SaiemH , thank you for posting in our Community!
To summarize the responses into a single contact property in HubSpot, you can use our...read more
Good morning, I have installed the Hubspot plug-in in my Wordpress website. However, when people are visiting the website, I do not get notifications. I am the Superuser, when I visit my own website, Hubspot alerts me that I visited the About pa read more
you're welcome @PThind - essentially, yes.
For email opens, it is based on a 1x1 pixel that has to load to determine whether the email was op...read more
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 read more
It seems the export feature doesn't include the specific "Seat Assigned" data you're looking for, even though the knowledge base suggests it should. ...read more
Having created a very nice email signature - as soon as it goes OUT from Outlook (Windows) the horizontal Social Icons get 25% cut off and the vertical Contact Icons get thick lines between them. It's so ugly that you can barely tell they are icons read more
Happy to help @kennedyp , to do some basic troubleshooting, could you please share the code that you are using for your signature @manofdogz and a...read more
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 read more
Hello @karstenkoehler , Thanks for your prompt response. I have attached two screenshots regarding both access management tools, the first ...read more
We are currently trying to do some analysis on the efficiency of one of our teams, based on the cumulative time a Deal spends in one stage of our pipeline. At the moment, this isn't producing a fair representation of the team's efficiency becau read more
Hi @EChapman ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...read more