CRM

PSullivan
Participant | Platinum Partner
Participant | Platinum Partner

Muliple Views Access for Super Admin

SOLVE

Guys

 

Often when building out HubSpot, internal teams require multiple views. Then, when doing update,s you can find as a Super Admin or Partner Admin that you are in the default view.

 

It would be great if as a SA or PA, you could choose a view from within the Actions dropdown and change the view from there rather than going back to Users and Teams and enrolling yourself in a team to get the view ,which is a long-winded route to something I would assume is regular occurrence for partners.

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Muliple Views Access for Super Admin

SOLVE

Hi @PSullivan,

 

I assume you're referring to record customization?

 

Generally, the best place for these kinds of requests is the HubSpot Ideas section of the community, reviewed by the product team: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

(This here is the user-to-user part of the community.)

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Most Valuable Member | Gold Partner
Most Valuable Member | Gold Partner

Muliple Views Access for Super Admin

SOLVE

Hi @PSullivan 

you are totally right!

Having to login as another user is no very friendly right now.

I'd suggest that you post this in the Ideas forum

so that we can upvote and be "heard"by the product team.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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2 Replies 2
Lucila-Andimol
Solution
Most Valuable Member | Gold Partner
Most Valuable Member | Gold Partner

Muliple Views Access for Super Admin

SOLVE

Hi @PSullivan 

you are totally right!

Having to login as another user is no very friendly right now.

I'd suggest that you post this in the Ideas forum

so that we can upvote and be "heard"by the product team.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Muliple Views Access for Super Admin

SOLVE

Hi @PSullivan,

 

I assume you're referring to record customization?

 

Generally, the best place for these kinds of requests is the HubSpot Ideas section of the community, reviewed by the product team: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

(This here is the user-to-user part of the community.)

 

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.

0 Upvotes