Allow partner admins to have more access to settings
Currently, there are things such as saving the track call and meeting type settings that only allows super admin to perform the action and not partner admins.
There have been cases whereby there are issues that arise as a result of the clash/difference between Partner Admin and Super Admin.
It would help if partner admins could have more access to such settings so that we will not have to keep going back to the super admin (especially when we are trying to get things set up for them)
What am I missing? I thought this would be such a great change because I don't need to take a seat from my clients to help them now, but this is awful! I can't edit permission sets I created! This is SO limiting! I need to ask my clients to change me back to a super admin for every little thing, it's crazy.
Please make it so that a partner admin has more rights similar to a super admin. Being a partner admin does not help me at all in setting up my clients hubspot CRM.
I think we need to make the distinction clear between Partner Seat and Partner Admin. The Partner Seat is fantastic. Makes total sense not to claim a seat from their tally just so we can help them set it up.
But we need to talk about the Partner Admin permission set. I've encountered quite a few issues with it that have led me to revert back to asking Super Admin rights with all customers we onboard, because Partner Admin requires a lot of work from customers (who often have no idea how it all works) to set up:
By default, the Partner Admin permission set doesn't let you do half the stuff you'd hire a partner for: You can't create assets like emails or forms. You can't create properties, or invite other users. You can't build workflows. The Customer Super Admin has to go in and add these permissions to the Partner Admin role first. This adds to the work for the customer, instead of help us reduce the amount of work for them. It's hard enough sometimes trying to get my customers to even invite me in the first place (they think we magically have access or something). If I then have to guide them through giving me the right permissions as well...
You can't delete properties. I don't know about other partners, but I for one make mistakes (or just reconsider) in my property creation all the time when setting up a new portal. It looks really stupid to go back to my customer and ask them to remove a bunch of technical stuff they don't understand, where we are supposed to do that work for them.
If you ask me, a Partner Admin should just be a Super Admin without any of the higher tier Account settings like the subscriptions. Please have another look at this because right now I just can't recommend my team or customers to use this feature.
I agree with the points other partners have made here. I work with small-to-mid-sized businesses that don't have marketing ops/tech talent. They hire me to manage HubSpot for them in most cases. I can't do the things they need me to do with the partner admin permissions. We need a Partner Admin role that is much more similar to Super Admin.
I imagine that many partners are hired because they bring a level of HubSpot-specific expertise that just doesn't exist on the client's team. We need to be able to do the super admin tasks without taking one of their super admin seats.
If i'm a super admin and change my self to a partner admin with the permission set "Partner admin", I seem to retain all the permissions other than billing and deleting super admins - This is fine.
From the partner client access manager, if I set one of my colleagues who is a super admin the permission set "Partner admin" it seems to just give them my permissions.
This means the permission set "Parnter admin" doesn't mean anything what so ever. It also means someone with no access in a portal can revoke colleagues higher admin access by mistake and then there's nothing you can do about it.
This system needs some clear terms!
All the knowledge base articles talk about Partner admin basically being super admin but this is far from the truth.
The final thing that seems the most stupid, is within a permission set on a user there is "Partner admin - On / Off" As far as I can tell this doesn't really do anything, I would expect this to give super admin access
I agree, this needs to be fixed. Not having Super Admin level of rights as a Partner Admin is frustrating, especially when we are onboarding a client and they are expecting us to get them set up without them having to do anything. I don't need to have access to their billing/financial info, but as a Partner who is supporting clients and/or onboarding them into HubSpot, I need to have the same level of access to tools like a Super Admin does.
This is a must fix issue for us. We're being hired by our clients to reduce their HubSpot headaches, and this is the biggest roadblock we face in doing that. Nobody wants extra work and lots of our clients don't even know how to navigate to permissions settings to make the required changes. Partner Admin should be a super admin full stop.
I'm one of the Product Managers working on the Partner Admin permissions. Thank you for your posts here and my sincere apologies for the friction and disruption these issues have cauesd in your client-facing work. Transparently, what makes this problem difficult to solve is that we have small, autonomous teams at HubSpot that each manage permissions to their own apps/tools in their own way. Ideally, we would set up the permission something like: "super admin minus x, y, and z" but instead the feature must be built as: "Partner Admin includes a, b, c, d" which can lead to parts of the product being unintentionally restricted.
I like to think we're fairly diligent about responding to specific issues that are raised. For example, here are some gaps we recently addressed:
- Access to delete properties (mentioned above)
- Data model limits
- Lead scoring
There is also opportunity for increased awareness/understanding of how the feature works e.g.
- There is a Partner Admin permission (which can be toggled on/off like any other permission) that contains various super-admin permissions
- There is also a Partner Admin permission SET which includes the Partner Amin permission and many other common permissions (e.g. blog, workflows, etc)
- Sometimes people get confused because they have the permission but not the full permission SET which makes it seem very limiting
- Because HubSpot restricts "privilege escalation" if you have the permission but not the permission SET and you add another user with the permission set through Client Access Manager, they will not get any permissions that you don't have in that account
What I would recommend would be:
1. If your client doesn't mind having you as a super admin in their account, you may continue to use super admin!
2. If you encounter an issue with Partner Admin permissions, make sure you have the full permission SET (not just the permission)
3. If you are still encountering an issue with access, please raise a Technical Support ticket or contact me directly at lwhitney@hubspot.com
Thanks again for your patience and understanding I hope we continue to improve this experience over time.
This should one of the things tested before a new app or functionality is released, can a partner admin access it? default should be yes, unless it is some billing feature.
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