Fix user permission report/export to reflect actual permissions.
Currently I need to maintain a spreadsheet separately to HubSpot that contains a list of all HubSpot users, and the user permissions they do and don't have. This is because the existing 'export' of user permissions is woefully inadequate. The report produces a list of 'permissions' that includes permissions that do not exist on screen. The report content is also very misleading. I have a Head of Sales that has access to ALL Deals, Contacts and Companies. Then we have team members who only have access to Deals, contacts and companies for their team only. There is nothing in the report about team only access. In fact, both the Head of Sales and the team members all have CRM All Viewer.
I need to produce a quarterly report displaying what access all users have in HubSpot. I cannot use the current export, as it can't be understood by myelf as an administrator - let alone a non technical person.
Based on this I have no choice but to keep a separate spreadsheet, and manually keeping it up to date is a nightmare, as I cannot view permissions or users in bulk. I have to open each user's permission set individually, and compare that to my spreadsheet.
Please either fix the current export or create a much better on screen view of which users have each individual permission. It's a nightmare to work with. Very, very frustrated that HubSpot would provide this as a 'solution' to user permission reporting.
I'm a support rep here at HubSpot and this request comes up with our enterprise customers frequently. A more robust user export functionality would be great, especially if it included permission and permission set history for each user.
We have a complex permission schema to support data privacy segregation across teams. Having the ability to report on the permission sets created, understand what the deltas are between sets, and which users are assigned to each permission set would be incredibly helpful.
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