Account Access - Create and edit customized quote templates
I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this.
Thank you for your feedback and patience. We are excited to announce that we've recently rolled out a new permission that allows users to edit custom quote templates without needing to change their current user permission level. Now, users can edit quote templates without having to be a Super Admin.
You can access this new permissions setting under Settings > Users & Teams > Edit Permissions (for the individual user) > Sales > Manage Quote templates.
Please let us know if you have any feedback about this new permissions!
I have a user who wants to manage quote templates on behalf of the sales team - he is a more technical employee who's been tasked to manage hubspot and help out the sales team.
Right now in order to create and manage these 'shared' templates for quotes he is required to have super-admin permissions which for us is a security concern. We want to adhere to least privledged access model and we also want to restrict users day-to-day accounts to not be administative.
The current work around is to grant and remove super admin permissions any time he needs to work on the quote templates then keep track and remove the permission once he's done.
It would be great to have the permissions for this seperated out as a stand-alone permission that can be granularly assigned.
Agree! Our Digital designer make the templates, but for their sake super admin is not needed and it would be better if you could grant access to templates without being suepr admin
Also agree! In fact, I'd say it's generally not Super Admins who are going to be the ones customizing quotes. Please make it possible for non-super admins to customize quotes as well.
In an ideal world, this wouldn't be necessary if the quote module could be customised without the need to edit the template first. Until that happens, we have to give super admin permissions to our sales team to allow them to edit the quote template.
100% agree! I just discovered this interesting "feature" today, as my sales manager wants to change just one line in a quote template. Now I have to give her super admin access just to do this!
It makes zero sense that this access permission is locked in to the super admin role. HubSpot, please break this permission out so that it can be set separately!
100% please do this. It doesn't make sense to have to give Super Admin permissions to someone just to create a quote template because the likelihood of them requiring that level of permissions is zero
Even the HubSpot support staff I spoke to were suprised this required Super Admin permissions. This makes no sense. We need to hire a web dev to update the templates, but you expect us to give him super admin access?? Does anyone from HubSpot even read these ideas? This was bought up in May 2022 and nothing has changed.
I want to request a feature in HubSpot where users apart from the Super admin can edit Quote templates. As of now, only Superadmins are able to do that, and that is no longer feasible for us.
We have a lot of different users in our organization, and with the current system, it is difficult to give super admin access to a user just for editing Quote templates. It would be great if you could provide us with an option where we can grant edit permissions on quotes to other users as well.
+1 on this. This would be ideal especially when working with an external provider to create customised quote templates. Giving Super Admin access represents too much risk and permissions.
