I would like to propose a new feature that I believe would greatly enhance our user experience within HubSpot: adding an access level option to the Deal Collaborator property.
Proposal: Feature: Introduce access levels (e.g., view-only, edit, full access) within the Deal Collaborator property.
Benefits:
Enhanced Security: By specifying access levels, we can ensure that sensitive information remains secure and only accessible to those who need it. This is particularly useful for deals that involve confidential or sensitive data.
Improved Collaboration: Different team members can be given varying levels of access according to their role in the deal. For instance, a sales associate might have edit access, while a finance team member has view-only access.
Implementation Suggestion:
Deal Collaborator Propriety Card Settings: Enable deal owners to customize collaborator access levels for each specific deal when choosing them from the list.
Options are:
Co-owner ( Who can edit every possible propriety in the deal ) - Based on the permissions set
View Only
I believe this feature would be a valuable addition to HubSpot, significantly improving the flexibility and security of deal management.
Looking forward to the feedback from the community and the HubSpot team.
