HubSpot Ideas

JimL

Dashboards and Reports - separate out permissions

Right now in the CRM, access to Dashboards and Reports are combined (Dashboard, reports, and analytics).  We need the ability to separate out Dashboards and/or Reports so they can be managed independently of each other.

 

We have Roles where the user needs to be able to create and edit their own Reports but not have the ability to create or edit Dashboards, just view them.  Having them combined in the CRM permissions does not allow us to manage this, and are constantly having to clean up Dashboards that are inadvertently created.

 

JimL_0-1661365989131.png

 

3 Replies
KiloWhiskeyJ
Member

Fully agree. I also upvoted and left a comment on this Idea, which has more upvotes.

To anyone reading this, please upvote the other Idea in the hopes of drawing the attention of the HubSpot Product team!

froettgen
HubSpot Employee

Would be a nice edition.

 

Some users want their sales teams to be able to create reports but due to privacy reasons not have full access to the sales analytics tool and the sales data of their colleagues. 

SBösel
Member

Restricting visibility is also important for data protection reasons. The current settings for our works council and individual employees are too transparent.