HubSpot Ideas

cullenwebster

Business Units - Permissions & Roles

Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they support.

 

Ideally, we'd be able to create roles for units and assign them to users based on which team they're a part of at our organization.

 

I'm not seeing any work-arounds for this, or any way to assign a user to a particular unit, which is somewhat disappointing and defeats the purpose of much of what we needed business units for.

51 Commentaires
joshuakeating
Membre

As a multi-brand group with multiple brands and teams all using the same account we absolutely need to be able to assign business unit access to specific users and teams.

ThaisCampbell
HubSpot Employee

+1

ABhandal4
Participant

+1

RCampbell97
Membre

Guys, it was advertised to us that purchasing the business units add-on would enable us to control read-write data priviledges per business unit. This thread implies that although there's a property at the Contact and Company objects for business unit classification, one cannot use this classification to control read-write priviledges accordingly. 

 

Am I misunderstanding?

RFreiburghaus
Membre

+1

glebs
Participant

Yes please - would be very helpful in managing our business where we have different contracts with different teams working on them.

 

VGeronimo
Membre

It would definitely help a lot. I've been getting this request from a lot of big clients.

j_k_nash101
Contributeur

Yes please this make a lot of sense. 

kkbockin
Participant

Business Units is an expensive upcharge and was sold to us as a solution that would "keep everything COMPLETELY seperate". This is 1000% not true and the features to segment BUs are seriously lacking!

Simon-Meister
Membre

+1 (please add this asap!)

DMahoney
Membre

This is a functionality that is needed - otherwise, the value of Business Units is severely lacking and close to being irrelevant as it stands.

CSic
Contributeur

Many upvotes and still no update. 

 

Any other workarounds other than "team" permission sets?

kathyg
Membre

The work around of assigning Team Only does not work for all aspects of limiting the access to just a business unit.  I would like it so that when a person is assigned a business unit when they log into Hubspot it defaults to that business unit.  If it defaults to a different one then when you create a deal it defaults to the business unit of what you are signed into.  Very annoying.

glebs
Participant

We were also sold the idea that Business Units would also allow better access control / management from both a user and a customer perspective.

kathyg
Membre

Radio silence from Hubspot on this topic.  Usually a representative chimes in to give us a solution or when the enhancement is on the roadmap plan.

thechiefgood
Membre | Partenaire solutions Platinum

I can't believe it is 2024 and this still isn't possible!

AMulready
Contributeur

Adding to this, we have 2 separate business entities and users should only be able to access the contacts/companies assigned a certain business unit. Badly needed to stop cross-contamination 

AMulready
Contributeur

Badly needed, multiple brands under one account isn't working for us

AngelaP
Participant

We were also sold that business units would provide complete separation and that has not been the case. We have implemented various workarounds for email marketing, etc. but it should be so much simpler to use the features as advertised. It affects our use of Templates, Reporting, and more.

IMenso
Membre

Urgently needed please!