Limiting Permissions by Pipeline

My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our company.   While the claims side needs to be set to private to whoever is working the account, the sales side idealy needs to be able to see everything but the contacts that are in the claim pipeline.  

It would be great to have a permission setting that would allow for the sales side to see all the sales relevent contacts, yet not be able to see the individuals filing claims. 

32 Kommentare
Berater

Absolutely, this would be an incredibly useful feature in my company too. We often work with external consultants on specific projects, and it would be really useful to allow them access to just the pipeline we are working on with them. We could then also allow clients visibility of the pipeline we are working on for them, so they can see our progress (although those we'd like to be able to limit to just viewing the information if possible!)

Neues Mitglied

Agree, this is a feature we would like to see, we have similar requirements.

Mitwirkender

This would be very useful

Mitwirkender

Absolutely! It's weird how Hotspots is a powerful tool but at the same time limited with so many basic features. It amazes me Hubspot limitations.

Neues Mitglied

Our B2B2B company has seperate pipelines for selling product lines, partners, customer research, and fundraising - so limiting pipeline access by team would be a very beneficial feature for us and I suspect many organizations that want to centralize such activities and analysis.

Berater

Absolutely there is a need for this. 

Besucher

We have also need for this, managing country specific pipelines. Please implement pipeline specific access control. Thanks in advance!

Mitwirkender

I like HubSpot, but the lack of access control here forces you to consider other tools. In a company where there are more sales people you will likely need access control. Quite bad that this is not implemented, which is there in many other tools. 

Mitwirkender

This feature is totally what we need.  Please work on access controls, quickly!!!

 

Here is why: I my company we deal with sales to clients and with investors that we keep relations with. For both we have a pipeline: Sales and Investores.

 

I don't want my sales team to be able to read through the contacts and companies from the investment side. So they should not see the contacts, deals etc. which I own. Ont the other hand I also deal with our top clients from the sales side. Here I do want my sales team to be able to thecontacts, deals etc. which I own.

 

With the current set of access permissions there is no solution for this. 

Mitwirkender

This would represent a huge feature or functionality that my company would love to use. We too would like to separate our deal flow pipeline from our potential investment or capital pipeline or even when dealing with customers that could potentially be sensitive (government, healthcare, defense). Thanks for considering. 

Berater

We need this feature too. We want the Contacts and Companies to be universally viewable for all of our users, but only allow a user to see their own communications, tasks, and deals.

Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

Yes, please add the functionality for limiting who has access to a specific pipeline. This is crucial for companies with sales departments that work in different countries and who need to make sure that information is entered into the correct pipeline.

Mitwirkender

I agree with everyone. My company just switched over from Pipedrive to Hubspot for all the amazing automation features. We have an outsourced sales company and we work with a lot of different clients, each requiring their own separate pipeline so we need to be able to limit viewing of leads to only that specific client. I'm surprised this isn't already an option. My clients shouldn't be able to see other client's leads and private information. Please keep me posted on if this can happen soon preferably by Jan 2019 otherwise it's a deal breaker and we will need to cancel our Sales Professional account.

Besucher

Agree as well. This is an extremely important feature to have. We have outsourced our sales processes and even though we and our sales partner both use HubSpot, they are not able to give us insight in their pipelines. Right now we can only get access to deals that are relevant to us. This doesn't provide us the overview we want and restricts us from using the automation features properly for which HubSpot is so well-known. 

 

Berater

 YES PLEASE

Sachkundiger

Great idea, I hope this is addressed together with the other advances made separating assets in enterprise portals (contacts, web pages, etc)

Besucher

It is CRAZY that we can't set up different pipelines for services and sales. What on earth is going on??

Mitwirkender

Absolutely necessary. We would like to separate the respective deals of each Sales Manager while having a global view of all deals for the Sales Director. 

Mitwirkender

Totally agree. There is definitely a need for this as our sales, and various support teams should be restricted to view only their projects they are working on. Just like the inboxes,  contacts and companies, tickets should have the ability to limit what users have access to view/edit these -WITHOUT the necessity to ASSIGN all tickets. 

Mitwirkender

Hi there,

this would represent a clear improvement in our privacy model.

 

It could be great that each team has the access ONLY to their pipelines, instead of being able to check the other's pipelines, even if they can't see the deals.

Thanks!