CRM

Augustus
トップ投稿者

Permissions sets - users with same set have different permissions

解決

I'm having issues with permission sets.  I have assigned two users the same exact permission set, but one of the users (who even has a paid sales hub enterprise license) cannot edit even deals they own whereas the other user who does not have a paid license can edit deals on their team, as expected.

 

When I export users and compare permissions, they are vastly different.

 

The controlling permission in the user export that appears to be the issue is "Crm team owned deal editor" - the user who can edit has it and the user who cannot does not have this permission.

 

However, when I look at the UI permission settings, both users have ability to edit deals that their team owns.  It seems like the permission sets have no bearing on the actually assigned permissions.  What am I missing?

 

And is there documentation anywhere that lists the full true set of permissions that lines up with the naming in the user export file so we can understand all of the capabilities of each permission?

 

Augustus_0-1706973474769.png

 

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Augustus
解決策
トップ投稿者

Permissions sets - users with same set have different permissions

解決

I checked with Hubspot and the issue was that I imported a list of users and assigned a permission set that required a paid seat.  Since the users exceeded the number of paid seats I had available, it caused the error.  Hubspot indicated that this issue has been resolved.

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Jonas_De_Mets
トップ投稿者

Permissions sets - users with same set have different permissions

解決

@Augustus I haven't experienced this myself but based on your description on the error message "Crm property settings editor" I was wondering if you checked the restrictions for specific deal properties:
https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties

Hope this helps!

Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify 

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Jonas De Mets
RevOps & Co-Founder @ Koalify

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Augustus
トップ投稿者

Permissions sets - users with same set have different permissions

解決

@Jonas_De_Mets thanks for the feedback; looking back at my original post, I have edited to reference "Crm team owned deal editor" - the user who can edit has this permission but the other user does not.

 

All deal properties are set to be edited and viewed by everyone.  As far as you know, anyone who has the same permission set should also have the same permissions?  It is not like permission sets will add permissions but not clear existing permissions already assigned to a user?

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Jonas_De_Mets
トップ投稿者

Permissions sets - users with same set have different permissions

解決

@Augustus correct. Permissions set should overwrite a user's individual permissions according to this documentation. Have you checked this with HubSpot support? 

Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify 

Did my answer help? Please "mark as a solution" to help the community.

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

0 いいね!
Augustus
解決策
トップ投稿者

Permissions sets - users with same set have different permissions

解決

I checked with Hubspot and the issue was that I imported a list of users and assigned a permission set that required a paid seat.  Since the users exceeded the number of paid seats I had available, it caused the error.  Hubspot indicated that this issue has been resolved.