HubSpot Ideas

negan123

Add ability to change default business unit

We have been informed by HubSpot there is no way to select a user's default Business Unit preference. Can you please add this feature urgently?

It's very frustrating to have to change it multiple times a day to use HubSpot as I do now. When I log into HubSpot, I am in placed in the company's business unit. I am unable to access the things I need to from this business unit and have to change to my business unit. This change is necessary everytime I login, which several times a day. 

Thank you.

11 Replies
adam308
Member

Seconded. We really need this since Hubspot changed the way business units work. Sales reps don't always remember. And they shouldn't be able to select other business units that they don't belong to

BFleming1
HubSpot Employee

+1

Katrina_Growth
Participant | Diamond Partner

Yes to assigning user access to business units and setting a default business unit for the user. 

ShanB
Member

Yes, being able to assign users to business units, and setting a default business unit for users is essential to our company using business units effectively. It is very frustrating with the current set-up, which adds to confusion and the likelihood of record errors across our team - the opposite of efficiency.

 

HBulder
Member | Elite Partner

Any progress on this?

HBulder
Member | Elite Partner

So thee are to parts.
We need the abillity to assign users to businessunits from a permission perspective.
But i think that is a separete and much older idea.

Since the update on selecting the business unit you are working in, we need to be able to set that business.
Or atleast make it so, that it's chached, so you do not have to change it multiple times a day.

mkarsten1
Member

Since the business unit can't be updated after assets are created, not being able to set a default based on users creates issues with keeping things clean. No one is prefect, so if you have an oops moment, you might not realize it straight away, and then you can't make it right later — like an email that's already been sent. If there's worry about the wrong people making updates to business units, then make editable by user permissions.

HolliW00d
Participant | Elite Partner

Same for some of my customers. Not beeing able to set the default bu for a team when they login or even to set it to 'all business units' leads often to irritation or at least - working at the wrong place - to data erros. Would you please consider this for an update?

KindraWP
Participant

Desperately needed functionality! So many folks who try to search for their marketing email they were working on and think it's been deleted just because they can't see that they're only viewing one business unit.

LHarvey8
Member

I also experience this inconvenience and frustrated by constantly having to change my Business Unit back to my brand as opposed to the company. 

Any upgrade to stop this from happening would go a long way to improve the user experience. 

Marie_
Contributor

Would like the Super Admin to set the default business unit for a user and also for this remain the business unit unless another unit is selected by the user.

We are experiencing the following challenges:

- Sales users not selecting a business unit and bypassing some business unit-specific required fields on contact creation

- Business unit periodically resets to account level (unable to resolve what influences this action)