Create a "Request Access/Permissions" Function for New Portal Users

Mark_Ryba

With HubSpot's settings getting increasingly granular over time, requesting access to client portals is also becoming a bigger point of friction. Instead of having to supply a laundry list of permissions detailing every tab and toggle clients must enable when adding users, it would be much easier to allow the new user to specify which permissions they need within HubSpot itself, then a client or portal administrator can simply "accept" or "deny" those permissions, similar to requesting "edit access" in Google Drive applications.

HubSpot updates
1 Reply
WMM_Inbound
Participant | Partner

Yes that would make it a lot easier and also remove the "back and forth" that happens when a permission was forgotten / not granted if the counterpart had to ask their boss to grant it, because then the process starts all over again.