Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects
December 12, 2024
What is it?
We’ve added new permissions enabling admins to control who can merge Contact, Company, Deal, Ticket, and Custom Objects.
Why does it matter?
Admins can now better maintain data hygiene as they gain more control over who can merge records. This resolves the concern of needing to grant broad editing permissions, allowing them to fine-tune access specifically for merging, ensuring data integrity while meeting users' job requirements.
How does it work?
Admins can easily manage user permissions by navigating to "Users & Teams" in settings. Here, they can set appropriate access levels for merging records, such as Contacts, Companies, Deals, Tickets, and Custom Objects, ensuring users have suitable access (e.g., all contacts, their contacts, team's contacts, none).
By default, a user's merge permission for each object type will match their edit permissions for that object type.
Known limitations:
Merge permissions check is not enforced on some pages clearly in the UI, including merge pop-up window in record page, Help Desk and Manage Duplicates feature. However, the permission is enforced on the backend so it will still block the user from completing the merge.
Who gets it?
All Hubs and Editions
You can find the private beta here:
If it's now showing up there, you'll have to be patient for a bit longer or reach out to your customer success manager.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects
December 12, 2024
What is it?
We’ve added new permissions enabling admins to control who can merge Contact, Company, Deal, Ticket, and Custom Objects.
Why does it matter?
Admins can now better maintain data hygiene as they gain more control over who can merge records. This resolves the concern of needing to grant broad editing permissions, allowing them to fine-tune access specifically for merging, ensuring data integrity while meeting users' job requirements.
How does it work?
Admins can easily manage user permissions by navigating to "Users & Teams" in settings. Here, they can set appropriate access levels for merging records, such as Contacts, Companies, Deals, Tickets, and Custom Objects, ensuring users have suitable access (e.g., all contacts, their contacts, team's contacts, none).
By default, a user's merge permission for each object type will match their edit permissions for that object type.
Known limitations:
Merge permissions check is not enforced on some pages clearly in the UI, including merge pop-up window in record page, Help Desk and Manage Duplicates feature. However, the permission is enforced on the backend so it will still block the user from completing the merge.
Who gets it?
All Hubs and Editions
You can find the private beta here:
If it's now showing up there, you'll have to be patient for a bit longer or reach out to your customer success manager.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer