CRM

paytek_haley
Participant

Toggle between roles/permissions as a super admin

It would be super useful as an admin / someone organizing HubSpot to be able to toggle between what different roles and users can see, without reassigning yourself a new role and losing your permissions.

 

For example, on the "sales" role, what do my dashboard, records, etc look like? 

 

This would make it easier to adjust properties and settings for reps, or to train (because then we could show our screens and they would see the same things.)

2 Replies 2
SamanthaA
HubSpot Employee
HubSpot Employee

Toggle between roles/permissions as a super admin

Hi paytek_haley,

 

Thanks for sharing this idea! I understand what you mean and think it could be really useful to have some sort of "role view" to be able to see the portal as another user with specific permissions. I definitely suggest you share this in our Ideas Forum to communicate with our product team and get votes and comments from others who would benefit from the same feature!

Thanks again for pointing this out!

 

Best,

Sam

paytek_haley
Participant

Toggle between roles/permissions as a super admin

Shared. Thanks, Samantha.

0 Upvotes