I'm happy to announce that HubSpot rebuilt the tools you use to manage users inside HubSpot from the ground up. You’ll find a number of awesome improvements, and a clean new design. Please see this post from the Product Updates blog for a rundown of these new features.
Please note: These features are now being rolled out to all HubSpot users! This process will take us up to a week to complete - you’ll have them in your HubSpot account soon. In the meantime, you can still turn them on manually - see post above.
Hey @SarahV, @tahirqazi, @GabbyS, @YT - I recently moved your individual feature requests regarding User Permissions to this main thread. While you all have different / valid requests and ways you'd like to see user roles defined, it's useful to have them all in the one place so that they can be evaluated. Two use problems / goals might be solved / achieved with one feature update.
As @dilloncompton has updated above, we are in the process of testing a new set of user roles and permission settings. Our product teams will continue to take on feedback and make updates before release, we'll keep you all updated on this thread, but in addition you can also subscribe to HubSpot Product Update notifications here. I cannot confirm a launch date / ETA at this time.
To find out more about HubSpot's Beta Program please visit this site.
Once these new permissions have been made available to all customers, if any of the above request have still not been met I will move them back individual posts for users to vote on.
If you have any questions, concerns or feedback please feel free to send me a DM.
I can confirm that user management is in the process of being completely rebuilt. There are a number of meaningful improvements that will be rolled out In Beta and live for all customers in the coming weeks that include more granular/custom permission settings as well as the function of setting up Sales Teams for the CRM and tools such as Reports and Meetings. Stay tuned to this post, as well as our Product Updates Blog for details.
Hey @Jeffrey_U could you provide some further detail / context here? What are your (your team's) specific goals, and how could User Roles / Permissions be improved to help you meet them?
It would be great to be able to give only preview visibility of companies (with deals and contacts) so that other teams are able to see which contacts are associated with which companies, and if there any existing deals (and which contacts are associated to those deals) without any additional information or editing permissions.
This is for the same reason as described by SarahV:
"The reason we cannot allow access for all is due to avoid fall out between teams and protect privacy. We do not want all members of each team to see what other teams are doing. If a user on one team secured a customer or deal, there would be nothing stopping a user on another team from claiming that deal as theirs - if they could all view and edit everything."
It's this way all across Hubspot. While the newer user and Teams setup is better than it was before, it still has a long way to go. (My opinion). It's still way too loose.
Example; giving a person edit creation to Blogs. #1, should be able to restrict which blogs they can see and edit. #2 give them only basic editing capabilities and not the full blown editor. If they are only there to edit, why are they also given access to dashboards, reports, creation of CTA, etc...
This is just one example. Access should be set at the most restrictive and THEN given additional access, if needed. Not presumed access.
Navigation/areas - Hide entirely, e.g. do not show Conversations for users with no access. Anything that you go to only to get a permission error should lbe hidden.
Setting - Hide all global settings from non-administrators
Properties - granular view/edit permissions by property
Global dashboards - granular view/edit permissions by dashboard as well as restrict ability to create and/or share dashboards
Sequences - granular view/edit permissions based on ownership, at a sequence or folder level.
Tasks - Do not allow non-admins to check off tasks they do not own
I am an administrator and when logging onto other users to make changes to their profiles - add e-mail signatures, connect phone numbers, update views etc the system does not allow me to do this requiring verification number sent by e-mail. Obviously the system sends this to the user e-mail rather than my own. It would be even better if the admin user could be exempt from this and able to log in to any user? - most of our users are salesmen and they do not want to have anything to do with the admin side of things!
Perhaps the admin could log into their own account and the in settings>users and teams>actions (the little grey dropdown) have a option to "access user's account" to edit their profile/system defaults and settings/ table views/ dashboard defaults/ signatures/ connect phone/email etc
Having that feature would be very helpful. Our sales team also does not want to mess with admin settings so being able to do that on other users behalf would be a benefit.
It would be wonderful if there was a way to allow viewing of Hubspot listings for certain users, but restrict the editing option. Looking forward to what's to come 🙂 Many greetings.
I tried to search for this, not sure if someone else has mentioned this already in this thread.
For an admin role to use the "Manage Paid Users" access to assign a user an existing paid license, a role must be provided all account access "to modify billing & change name on contract". This seems irrational to allow a user to edit all contract, etc info just to assign a user with an already paid/swap/available license. This should be a seperate line item that does not have access to fundamental accouting info (contract or billing card).
It would be very helpful to split the permission settings for Contacts & Companies. Currently it is combined which makes it difficult to control. In short, if we have an admin responsible for creating & managing the company record but we want a sales person to create and manage their own contacts, you can't accomplish this as simple as you can with other object-permission settings. A salesperson can own a contact & company record, but as a business we would like to decide which record they have responsiblity over editing/creating/managing updates.
Even though you can automate the ownership of company & contact, there needs to be more consideration given to the permission side of things.
I would like to be able to great specific permissions to users. For instance, I have a uers that should have the ability to create and edit properties related to customer service surveys, but not all properties within the system. Can we islate which properties (or set of properties) users can create and /or edit?
