HubSpot Ideas

christinephu

Conditional left sidebar sections for hubspot users

PROBLEM:

We have managers in Hubspot who needs to see all the fields and sections across all teams. However, Hubspot sidebars are assigned by the user's primary team. This is great, except it doesn't work when we have managers managing multiple teams.

 

Example assignment:

  • Primary team: Sales
  • Additional team: Enterprise, Commercial, SDRs

 

In this case, the manager can only see the left sidebar for Sales. 

 

IDEA
A possible solution would be to set conditional sections by Hubspot User. When Hubspot user is X, then show X.