HubSpot Ideas

SkeeStylus

Clone User Roles

I have client that has a large team with many different user roles.  Most of them are very similar save one or two small permissions but you have to start all over creating a new role.  It would be so easy to clone and edit roles.  Currently I juxtapose two windows next to each other and edit but seems archaic.  

12 Replies
JessHurwitz
Member

I too agree that it would be great to be able to simply clone or copy a user and have all of their user permissions easily applied to a new user during initial setup. This is a basic admin function that many applications have including SalesForce.

Simone_Pellerey
Member

I too agree that it would be a cool option.

JBennett1
Member

I vote for this! This would be a major time saver!

reycepeda
Participant

Yes please! Let us clone roles. 

KRobertsson
Member

We have so many different roles so it would be great if we could simply clone!

EVerbeeck
Member

I second this! Our salesteam is growing fast and colleagues come and go. So this means a lot of work creating users, adjusting property views and permissions. This would really help us out. 

EkramulHuq
Participant

must have feature.

callie
Contributor

Agreed! I have created a ghost account for myself to evaluate what permissions are necessary within our roles, and rather than rebuilding them all, I'm hoping I could clone and adjust

Otterbot
Contributor

Yes, a must have especially when creating users via SCIM / Okta. Since every user must be matched to a standardized role that cannot be edited from within Hubspot, it would be a lot less time consuming to be able to clone roles to make new ones with specific permissions changes. 

GEiselt
Contributor

Would love to see this feature available. Most of our associates have a standard role but with minor permissions changes depending on what additional hats they wear at the firm. Would love to be able to clone the base role and update with a couple of clicks.

DimitriAntoniou
Member

This is a no brainer - updating role permissions individually doesn't scale, and the same ability to "copy role permissions to new user" should be replicated for existing users.

Averyg
HubSpot Employee

Agreed, this would be a really useful feature for when needing to make a minor change to a similar role.