HubSpot Ideas

MichaelC

Enable views editing by other users or teams

Hello community 👋 and product team ✌️

 

Background

Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit columns, filters and save these according to their own preferences. 

 

A view 👀 can either be standard, created by me, or created by others (see picture and ignore Swedish content). Once a view has been created by me no one else can edit this view and save it for all users 👥 - instead they have to clone their own version of the view in order to change it. 

 

MichaelC_0-1622625324447.png

 

 

 

Issue

We are growing our company fast  and we want to be able to scale our staff up and down without it affecting the infrastructure of what we have created. If one staff member decides to quit and move on to a new company - and that staff member being a core creator of the views that all other HubSpot users in our portal uses - we could be in big problem.

 

Why? All these views created by others can be pinned to my default view. I will have a standard set of up to 5 views in my portal that I will use in my day to day management. If the staff member that created that view quits users could be stuck 🔒 with old standard views in their pin bar without knowing. 

 

 

 

Idea for solution (proposal for the product team) 🤗

There are several ways to solve this issue. Some better than others. I would really love them all to be delivered 👍 but as we all know thats not always possible. 

 

A) Make it possible to pass ownership of a view

Make it possible for a view owner to pass the ownership (and there by the uniqe rights to edit the view) to an other HubSpot user of the same portal. 

 

B) Make it possible to collaborate in creating standardized views

Make a setting so that a view can be collaborated on by all HubSpot users. Once a change is made by once user it will affect all others. Perhaps a small information box upon saving the view informing the user that it will affect all other accounts. 

 

C) Make it possible to set up ownership of a view to a team

Make a setting so that a view can be collaborated on by a specific team of HubSpot users. Once a change is made by once user in that team it will affect all other users (in the team or not). Also here recommended to have a small information box upon saving the view informing the user that it will affect all other accounts. 

44 Replies
MFitz-Gerald
Member

This is a fantastic idea and one which we need despritly. I work for a small charity and when setting up HubSpot I was frustrated by the fact that I could not set up views for my team and then reassign/work colaboritively on them. Please fasttrack!

 

KDiep
Member

a need! 

David_Bolton
Participant

+1. This is a  must so super admins can create and then pass over views tp other s to others manage in the team

PNovelle
Member

Also adding my view to this - absolutely critical as a COO at an SME - why isn't this possible?

alecaccelerator
Member

+1 need this functionality

ETorvinen
Member

This would be a very nice tool to allow at least super admins, not sure how it would effect the total. You can however, view the other person view take a screenshot of the filter settings then remake. Save the rule, then delete the other persons rule. 

 

Maybe creating, a new user and dedicate this user to create all the views. 

This should be added - HubSpot Community - Prevent users from creating object views - HubSpot Community

 

 

CPowell10
Member

Adding my +1 as this is a need for cleaning up views/properties made by former users

SLindmont
Participant | Platinum Partner

As a partner, we create views for our clients and want to be able to assign them to the right manager. We need to be able to change filter view ownership. Right now, I create them, have the right manager copy the filter and then I delete the one I created. Not slick.

LSellers
Member

+1 for this. Huge hole in Super Admin permissions to not manage Views. 

ABeian
Contributor

+1 Very much needed!

The Dashboards already function in this fashion, in that User A can create and edit a dash and then pass over the ownership to User B with just one click.

So I'd wager this functionality can be reproduced with the Views, but it is probably a different HubSpot team in charge, if only they'd bother to notice this thread 😑.

JessieS
HubSpot Employee

+1 on behalf of a customer wanting to save changes to views someone else created! Shared this with the product team. 🙂

JessieS
HubSpot Employee

+2 for this feature request on behalf of a customer!

I spoke with another super admin who would love to be able to edit other users' views, particularly if a property that needs to be deleted is used in a view someone else created. If you have Enterprise or above, you could try logging in as the user who created a view and go to the view to see if you're able to edit (which you should be able to see under the All views tab within Contacts>Contacts, Contacts>Companies, Sales>Deals, etc.): https://knowledge.hubspot.com/settings/log-in-as-another-hubspot-user

The super admin I spoke with was also able to hover over a view on the object index page (in this case Contacts>Companies>All Views>search for the view) and click the More dropdown and access the Delete option. That could be a workaround in the event you need to delete a view that contains a property that you're trying to delete if the user who created the view is no longer with the company.

QKroeschell
Member

We certainly want this as well! We had someone who helped us with onboarding with HubSpot a few years ago who built all our views. Now that we have gotten our processes more ironed out, we want to make some changes to the views, but we can't. The onboarding help that we had is no longer with our company, so we can't edit those views.

 

For the way it is now, I have to clone the views and have everyone in the company remove the old views and add the new ones, instead of just making a simple change and hitting save. I am a super-admin for our Hubspot account, so I was hoping I could override and make the changes to the current views in order to avoid this, but unfortunately, I can't.

 

Please make this change to make it easier to make changes to views! Thank you!

CMcCraw
Member

+1 We definitely need this!

ABerends
Participant

I'm trying to update a property from single line text to drop-down value. I removed the data/value on all records and now went into removing it from the assets too prior changing the type.

Lo and behold, I too run into this issue that I as a Super Admin cannot update a view as it is read-only to me. So I will have to resort to just deleting views.

 

Mindboggling.

Ideas to upvote:
https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-Edit-Views-as-Super-Admins/idi-p/797448

https://community.hubspot.com/t5/HubSpot-Ideas/Views-Allow-Super-Admins-the-ability-to-edit-and-save...

TCarl2
Member

Just here to repeat that making them editable would hugely increase the value of views. My sales team prefers these over active lists as there's a lot more flexibility and easy ways to further play with the data. This would really be beneficial for better collab between marketing and sales.

jscheer1101
Member

How is this not already possible? 

TuMa
Contributor

When will this be possible? This is urgent. 

TuMa
Contributor

@kman @Dylan @ybaptiste can you maybe help us? 

TWray1
Member

This issue is one of, if not the biggest issue I currently have with HubSpot. I am a super admin on around 15-20 hubspot users across 4-5 clients at any one time. I quite literally have to log in to every single account seperately to make simple changes to contact list views based on weekly, sometimes daily changes in requirements across sales teams - which makes a job that should take a few seconds one that can often take several hours - especially once you factor in that I work remotely, and almost all of these accounts now have mandatory 2FA built into them, meaning I'm having to call people to get codes to log into their account in the first place. This entire process is ridiculous. Has HubSpot got anything to contribute to this?