CRM

FMaher
Contributor

How to format user permission report in Excel

SOLVE

Has anyone had success in how to format/organise the user permission export in an excel spreadsheet? It's impossible to format the permissions into columns, as each user's permissions are not consistent.

I can seperate the permissions into columns, but all different permissions fall into the same column. 

Wondered if anyone had a solution or workaround?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to format user permission report in Excel

SOLVE

Hi @FMaher,

 

I'm not aware of any quick fixes to better structure this automatic export file, unfortunately. There aren't any options inside of HubSpot – however I think this would be useful and you could request this from the HubSpot product team by submitting an idea to the HubSpot Ideas section.

 

Personally, I'm working with a manually maintained sheet to keep track of permissions and roles, similar to the one in this thread: Assistance managing multiple teams, roles and permissions In HubSpot

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to format user permission report in Excel

SOLVE

Hi @FMaher,

 

I'm not aware of any quick fixes to better structure this automatic export file, unfortunately. There aren't any options inside of HubSpot – however I think this would be useful and you could request this from the HubSpot product team by submitting an idea to the HubSpot Ideas section.

 

Personally, I'm working with a manually maintained sheet to keep track of permissions and roles, similar to the one in this thread: Assistance managing multiple teams, roles and permissions In HubSpot

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.