Create permission setting for Association Card visibility independent of object visibility
Request: Add the ability to grant users permission to see association cards on an object record even if they do not have the ability to view the full associated object.
Background:
When my company first launched HubSpot 5 years ago, I could set up users with permissions to view/edit Deals they owned, but not to be able to view or edit Deals other users owned (this is still a feature).
However, Deal association cards for all associated Deals still appeared on the right side bar for a Company or Contact regardless of a user's view/edit permissions. All users, therefore, could see that a Deal existed, but they could only click into the Deal and view the full details of the Deal if they were an owner/collaborator on the Deal. Some users in the community found that this feature presented a security concern. However, my company benefitted from this behavior because we could choose to display limited information about a Deal on the Deal card without allowing full access to Deal details.
Some time in the last few months this functionality changed so that a user can only see Deal cards if the user has permissions to view the Deal. Now my users don't know that a Deal exists on a company unless they are an owner/collaborator because an association card's visibility to the user is now tied to the object's visibility to the user.
One workaround is to display the Number of Associated Deals, Number of Open Deals, and Number of Won Deals properties on the Company or Contact left sidebar, but this is only marginally helpful. It still does not allow users to see critical Deal information such as who owns the Deal, the type of Deal, and the Deal stage (all properties that we display on Deal cards).
100% agree. This was a very useful feature for me and our network. We have multiple distinct P&Ls within the network, so we don't want them to have full visibility on others' Deals, but we *do* want them to know that they have them. We set the cards to show the name of the Deal, the stage it was at, and the Deal Owner. That way everyone in the network knew who was up to what and could easily to reach out to learn more as appropriate. Now, no-one has visibilty on what each other is up to. I would appreciate association card access being added to the permissions sets.
I know we have a few HS employees who thumbs-upped this idea. Just want to share a real-life challenge I'm facing right now to illustrate how this is handicapping users. Hoping that this rekindles the conversation among the HS dev team.
We had a long-tenured rep leave our organization who had a large number of companies assigned to him (350+). These companies are being distributed to other reps. Because we restrict deal visibility to the deal owner/collaborators, the new reps don't have permissions to see the former rep's deals. What's more, they can't even see that there is any deal attached to the company records. So, they're flying blind. I'm forced to generate spreadsheet exports of these deals and resort to complex manual sorting, filtering, copying, pasting, and emailing to provide essential information to the newly assigned reps. This will take me several hours, and it will be cumbersome for the newly assigned reps to use and cross-reference.
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