Admin view of connected email inboxes

[NSeter]

As a super admin I would be very benefical to see whom in the company/team that has successfully connected their outlook or gmail with Hubspot

[NSeter]

Hi @ReidCasey ! @rachaelsink flagged this for me over DM earlier this week, and I've kicked off an investigation internally to see why that is and if we can change it. I will post an update here once we have an answer 🙂

[NSeter]

Hi folks! I am continuing to see confusion around this and get questions about it years after it being Delivered, so I thought it might be helpful to more explicitly share the documented resources about where Super Admins can see this information.

On the Users Table: https://knowledge.hubspot.com/user-management/manage-user-properties-and-preferences#review-the-user-table-for-user-specific-data 

• Scroll to the right if you are on a smaller screen, to see the values for Email Status, Calendar Status, Calendar Sync, and Scheduling Pages for every user.
• If you do not see these values, you will need to Edit Columns on the table and select these values

On an individual User Record: https://knowledge.hubspot.com/user-management/manage-user-properties-and-preferences#view-an-overview-of-user-specific-data

• From the Overview tab, scroll down to the Connected Accounts section. There you will see statuses for Email, Calendar, Calendar sync, and Scheduling pages.

• From the Preferences tab, select the Connected accounts section to see the specific accounts that are set up.

If you are looking for information that is not present in these places, please file a new idea. Thanks!

[NSeter]

Hi @SCole7! We do send a notification to users directly when their email and calendar disconnect, but I understand that might not always be sufficient. I recommend upvoting this idea: https://community.hubspot.com/t5/HubSpot-Ideas/notifications-when-calendar-email-are-disconnected/idi-p/816942 We're exploring some solutions around this and I will keep that idea updated.

[NSeter]

I'm pleased to announce both of these updates are Live. If you're experiencing issues, please reach out to our Support team.

[NSeter]

Hi all! We have another addition here with the redesigned user record! Admins can enroll their portals by visiting this link to the entry in Product Updates and clicking "Join beta". Under Preferences, there is a new "Connected accounts" section that will show exactly which accounts the user has connected and their current status.

[NSeter]

Hi everyone! I'm very excited to announce the first version of this is in public beta today as part of the new users table! Admins can enroll their portals by visiting this link to the entry in Product Updates and clicking "Join beta". Email Status will show if a user has connected their email and it is enabled. I also wanted to mention Calendar Status and Calendar Sync which do the same thing for Meetings and the Calendar integration.

We have even more to come, so stay tuned!

[NSeter]

Thank you all for the feedback! I'm pleased to share we are planning to solve this problem later this year. I'll update this post when we have more news to share.

[MHusøy]

Yes, please! It's critical for a successful onboarding of larger teams.

[MJack]

100% behind this!

[AnaBaroncelli]

This is so basic. We find out too late that users are not logged in and therefore missed all activities getting logged as well. It creates many issues that could be prevented if admins could know about the disconnected inboxes in advance and take action.

[WKhan]

Well much needed feature for Super Admins to have. Everytime an email reply is not being tracked, some workflows do not work according to plan. Infact, super admins need an alert as soon as a connected inbox is disconnected let alone having a view of who is connected and who is not. 

[SCole7]

Upvoting this idea. 👍

[hroberts]

Thank you all for the feedback! I'm pleased to share we are planning to solve this problem later this year. I'll update this post when we have more news to share.

[PWeidner]

This is an important feature. To understand if users have connected their email, calendar, etc and then the ability to understand if any have been disconnected at any point in time.

[TanyaQT]

Upvoting this!

[JLiu23]

Upvoting this idea! 

[SvenjaGraf]

Hallo zusammen, 

ich finde es großartig, wenn es eine Übersicht gäbe, wie viele User des HubSpot Accounts bereits ihre E-Mail-Adressen mit HubSpot verknüpft haben.

Das Calling-Feature hat bereits eine solche Übersicht. Ich wünsche mir etwas Ähnliches auch für das E-Mail-Konto.

Viele Grüße

[dpolzine]

This is a great idea. It would help me as an admin with both onboarding and troubleshooting email related issues.

[IgnacioLoCastro]

Not only that, but also being able to see who has their calendar connected and who isn't...

@hroberts 

[hroberts]

Hi everyone! I'm very excited to announce the first version of this is in public beta today as part of the new users table! Admins can enroll their portals by visiting this link to the entry in Product Updates and clicking "Join beta". Email Status will show if a user has connected their email and it is enabled. I also wanted to mention Calendar Status and Calendar Sync which do the same thing for Meetings and the Calendar integration.

We have even more to come, so stay tuned!

[hroberts]

Hi all! We have another addition here with the redesigned user record! Admins can enroll their portals by visiting this link to the entry in Product Updates and clicking "Join beta". Under Preferences, there is a new "Connected accounts" section that will show exactly which accounts the user has connected and their current status.

[IgnacioLoCastro]

I still can't see it in my hubspot account, can you please give me support
with this issue?

[hroberts]

I'm pleased to announce both of these updates are Live. If you're experiencing issues, please reach out to our Support team.

[SCole7]

This is great, but in the 'more to come' is there a way to automatically notify these individuals via email letting them know they need to reconnect their email without an admin having to manually to check and tell them?

[hroberts]

Hi @SCole7! We do send a notification to users directly when their email and calendar disconnect, but I understand that might not always be sufficient. I recommend upvoting this idea: https://community.hubspot.com/t5/HubSpot-Ideas/notifications-when-calendar-email-are-disconnected/id... We're exploring some solutions around this and I will keep that idea updated.

[Hildegaard]

I really need to be notifed as as a super admin

[CEriksson2]

Is this live? Can't find it in my portal.