CRM

jeremypatay
Mitwirkender/Mitwirkende

Users who can't delete companies can still merge them

lösung

We've limited the admin rights of our users so that they can't delete companies.

 

That way we can make sure that nobody's messing up the database.

However, we still want them to have the ability to edit and input information.

 

So they can edit but not delete companies.

 

HubSpot includes the "merging" of companies into the EDIT. 

So actually, the users can merge companies.... and therefore delete them. Right? That makes no sense.

 

If they can't delete, they should not be able to merge companies.

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Users who can't delete companies can still merge them

lösung

Hi @jeremypatay,

 

You're correct and I agree. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Separate-user-setting-permission-for-contact-merges/i...

 

I'd recommend commenting and upvoting to follow the request. The product team reviews these requests based on their popularity.

 

You can also help other users find this request more easily by accepting my reply as a solution. I'd appreciate it, too.

 

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.

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Users who can't delete companies can still merge them

lösung

Hi @jeremypatay,

 

You're correct and I agree. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Separate-user-setting-permission-for-contact-merges/i...

 

I'd recommend commenting and upvoting to follow the request. The product team reviews these requests based on their popularity.

 

You can also help other users find this request more easily by accepting my reply as a solution. I'd appreciate it, too.

 

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.

jeremypatay
Mitwirkender/Mitwirkende

Users who can't delete companies can still merge them

lösung

thanks. i've searched but could not find any. !

0 Upvotes