I have 60+ users that cross 4 regional teams in our HubSpot System. It would be extremely useful to "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that have left the business have been removed (i.e. contacts transferred to others) and access denied.
Currently you can tick a box to "select all" but the only options with that is for "Editting permissions" or to "Remove" - an "Export list to cvs" button would be ideal!
I couldn't agree more - the ability to have a list export of all the users... their particular permissions/settings... would make a great audit and validation tool.
We have about the same amount of users spread out between 6 portals. It would be fantastic to export these users into a list. Also, to be able to add users to communications sent out via Hubspot for training purposes, etc.
Totally agree, I think this feature is a must-have for admins who have to monitor a team of agents. We need to know if and when they have activated their account, their settings and permissions, their email, their id, etc.
100% agree. I've taken this function for granted with my additional experience in Microsoft Dynamics. It will be very helpful to have it in HubSpot for user review / audit purposes. For now it is a workaround / copy and paste. The function could save so much time.
YES! I have to do a monthly audit for our IT of 200 users and double check all their permissions are the same (import/export capability/admin privileges...etc.) and I have to CLICK INTO EACH ONE and is absolutely terrible. This does not seem like a difficult ask to be able to export name...team...selected permissions...last login activity.
I agree! I need to map all users to a corresponding text field with their full name for another system and now I'll have to run some monstrosity of a workflow to get this to sync.
I think this feature is very much needed. Import Export of users with teams and roles is the only way to manage 200+ users in an enterprise environment. Additionally, there also should be a way to edit roles where names of roles are shown in a column and features as rows, allowing the admin to tick on/off each feature against a role. That ways, an admin can manage all roles and permissions from a single screen.
To be able to export user's details including which settings/access are disabled and enabled for each user would be fantastic. At the moment I am auditing these and to check over each page for each setting for each person one by one is very time consuming and many many clicks. If we were able to export and view via csv as a whole, it would save time as we would be reviewing as a whole/in one spot and only amending where need (many many less clicks and time)
if I could upvote this 100+ I would. I have 200 users and no way to view them all in an exported manner.
its extremely time consuming to have to go one by one to ensure all are still in the correct team, correct permissions. please work on this request ASAP
