Better User Management

It would be very nice to have a much better user management. With more options for rights and permissions.

39 Replies
HubSpot Employee
HubSpot Employee
Posting on behalf of an user:
 
It would be great to have more flexibility for "export" permission. At the moment, if you switch off "export" permission under CRM, you would not be able to export any of contacts, companies, deals or tickets.
 
In some cases, people would need a permission to export deals but not for contacts in order to protect private information of customers.
For example, our business needs to compose each quotes with deal information. Therefore, we would need to export deal records but we would prevent to give permission to export contacts. In such case, more flexibility in user permission would be great help.
edcook
New Contributor

And it would be great for the administrator to be able to close a month so that deals in a Closed stage cannot be edited. 

fujisun
Occasional Contributor

 

I would love to have a feature to limit the permission against templates in these 3 levels:

1. Allow this user to edit/use the templates which this user created

2. Allow this user to edit/use the templates which team created

3. Allow this user to edit/use all templates

 

The reason I request this feature:

1. It would be convenient when we want to investigate templates' performance. Currently, if one user has access to design tool, he can use any templates. We would like to limit this permission on templates level, so that we will be able to look at each user's templates performance. (We want to avoid the situation where users can use other users' templates.)

 

2. Sometimes we have important documents we insert into templates. We would like to allow only managers can access to this template.

 

Thank you!

 

fujisun
Occasional Contributor

The option to not update the property value if there is any value set when importing existing contacts

 

 

It would be great if there is an option not to update the current value of the property if there is any known value when importing the list of contacts. We just started using HubSpot and we imported the list several times by multiple contact owners. They have sent the marketing email to their list and which caused sending the duplicated email to the same contact. We would like to keep the first contact owner to be assigned and have our reps to check owners before sending the email. Also, when there are several sales reps talking to the contact, the data from the contact could be updated to the data which was imported at latest. We would like to keep the initial data from the sales rep who reached out to the contact and would like to avoid updating it.

J3Abb
New Contributor

Would be nice to be able to have a roles based permission settings or an easier way to see all users settings and update quickly. We have over 800 users and opening each user record to see setting levels is very time consuming.

ebleazard
New Member

Agreed! I have several sub-brands on my hubspot account, with seperate social profiles, subscriptions and lists that need to be managed by certain teams. Those teams shouldn't have access to everything or nothing. 

tarkana
Occasional Contributor

I would also like to voice support for more granular control of individual properties.

 

For instance, I would like to allow users to assign unassigned contacts/companies to themselves, but not to other people. Inadvertently doing so can screw up multiple people as now some users end up with contacts they don't know what they were supposed to be doing with, and the original owner/claimmant cannot access the account since we don't want them to be able to edit each others' accounts.

 

Also, making certain properties view-only, rather than just broad categories, would be helpful, as I currently need to allow editing to the whole module to permit any editing at all, while there are several fields that should not be edited.

 

Allowing field-specific permissions would be very helpful so as to not be forced to give users enough rope to hang themselves with.

vikenpatel
New Contributor

User management is critical. We want to know which users have what access for security reasons, especially for contacts. Contacts are a critical part of any businesses. We gave access as per need but after we reached to 150+ users, we really wanted to analyze the access part again.

But as a solution, we have to go one by one to all users edit popup window and check what access we gave for contacts to whom. It's a hectic task to do. 

However, Hubspot doesn't have any solution.

HubSpot Employee
HubSpot Employee

Ideally, we would want additional user permissions for granting / restricting access to certain email templates as our company manages multiple brands. 

 

- Posted on behalf of Alex Hu