Globally Manage Users Notification Preferences

asmeal12

Hi Team!

 

I understand the "profile & preferences" area within HubSpot is meant to be user-specific, meaning someone logged in to a HubSpot account as a user would be able to manage their personal preferences without alterting those of a team member.

 

That said - I think there is an opportunity to give admins / super admins control over their team and/or all users within an account, so they can ensure all team members are receiving key notifications to the places they need to receive them (and on the flip side, that there isn't too much noise from irrelevant notifications). The idea here is to give certain people within an account the permission necessary to make global changes to all users / groups of users to ensure everyone is receiving the notifications they need, without each user having to manually manage their own preferences.

 

Thanks for your consideration!

77 Replies
Pearly
HubSpot Employee

Hi folks!


I’m Pearly, the Product Manager for HubSpot’s notifications tool. I'd like to thank you all for taking the time to submit, vote and comment on this Idea.
Thanks to your feedback, the feature is now In Beta! (To gain access to this beta, please contact your HubSpot point-of-contact, whether that’s a CSM or HubSpot Support.)

 

Here is a walkthrough I recorded showing how to globally manage user notifications. 

 

We’d love your feedback to help us improve and grow, so please continue to leave comments on this thread. We’ll be sure to notify you here when this feature is Delivered, so stay tuned!

 

Thanks again!
Pearly

Status updated to: In Beta
JoeMayall
HubSpot Product Team
 
CUrsu1
Contributor | Diamond Partner

Demo looks really good @Pearly! This is a great improvement and long overdue. Did I hear right that it is only available in Enterprise? I have Growth Suite customers that could use it, I hope it's  available for them too 🤓

Bruno_Teixeira
Key Advisor | Diamond Partner

Thanks for the demo. This sounds to be a good improvement.

Pearly
HubSpot Employee

@CUrsu1 you are correct this feature will only be available to customers who have at least one Entreprise Hub.

If your customer has an Entreprise Growth Suite they can participate in the beta 🙂

DDelliquadri
Member

I just sent 7,800 emails to my sales reps after turning on an Automation that set Contact Owner.  I incorrectly assumed I'd have the option to turn off notifications in the Automation and then forgot to look into it further once we turned on the Automation.  This is partly my fault, but nearly every other system I use gives the Admin access to setup most of the user preferences.  Controls by Team are also expected.

 

I am a new customer in the onboarding process.  I was also very surprised that I have to have each of my users setup their own email signature.   There are not enough properties/fields that I can set for my users to allow me to create templated email signatures in emails.  I was able to do this in Pardot 10 years ago.

 

Please get this feature into development.  It will mostly be too late for me. But, I'm sure I'd make use out of down the line.

mrspabs
Top Contributor | Platinum Partner

I would love to be able to modify notification settings on a team basis. Or just have the ability to modify other people's notification settings as an admin

Convirza
Member

Yes!  This is desperately needed!!

paigeleslie
Contributor

This would be incredible helpful for us. We've got quite a large team that doesn't need to receive all of the default notifications, and it's frustrating to have to explain to them how to edit these notifications when we have Super Admins to do this kind of work.

Status updated to: Delivered
JoeMayall
HubSpot Product Team

Hey folks!

 

I'm happy to report this has been delivered and is featured in this month's Product Spotlight.

 

Check it out! https://blog.hubspot.com/customers/the-complete-list-of-june-2021-product-updates

 

Best,

Joe

hannahflat
Contributor

Hi @JoeMayall - super happy to hear this is now live. But where in the settings is this exactly? When I click the link in the article you linked to, it takes me to the user defaults section, but there I can only see the option to default the language, date format and email font. I don't see anywhere to edit the notifications?

Cristian_A
Participant

As far as I know this is not available for all pricing plans. They forgot to mention that in the article 🙂

hannahflat
Contributor

@Cristian_A - Yep I guess so, and only for enterprise accounts by the looks of things. Such a shame as this is something that would be really useful for any team on Hubspot. 

Cristian_A
Participant

I know. This is a major pain for us as well, although other tools/services have this functionality available for all users by default.

shaebert
Contributor

It was communicated that the beta was being tested on Enterprise subscriptions and that all subscriptions would have access to this feature. I am not seeing this option for Marketing Professional. Very disappointed as I spoke with support months ago and they ensured me that the feature would be available for our subscription level.

jvw
Member

It looks like this is built now, but it's only available at the enterprise level? It seems like a pretty basic feature to protect for the highest paid tier. 

Willirob
Participant | Diamond Partner

I was just on chat support and confirmed that this is for enterprise plans. Not Pro or below.