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. 

44 Replies
Occasional Contributor

We love pipelines. They would be an even better tool if we could give specfic users the ability to see different pipelines, on a pipeline to pipeline basis. 

 

An example: We have one pipeline in Service Hub for our Tech Support. We have another pipeline for our GDPR requests. We have a third pipeline that helps us track feedback/complaints for ISO. Some users shouldn't have access to all three pipelines when their main responsibility is tech support.

 

Thanks!

Regular Contributor

Absolutely need this.

New Member

I would like to limit permission to some agent.  Hope this subjet solve soon.

Thanks

Visitor

We also need this feature. There must be the possibility that multiple users can edit a pipeline. Please do that for us. 

New Member

I completly support adding this functionality. We had this functionality when we used Salesfore and it's missing from hubspot.  Pipelines and deals should be defined by sales user groups so two different vertical sales teams are not able to access and see deals of other teams if determined by sales opps.

Occasional Contributor

This was a great idea when it was first posted in 2017.  Having this feature is essential when dealing with multiple teams.

New Contributor

I have the same requirement as above.  I need to segregate access to pipelines ideally for specific compliance requirements and geographic sales territories.  

New Contributor

We need this desperately....we are considering leaving because of that.

Visitor

100% agree - a number of our partners need to have permissioned views on pipelines. Ideally through filtering properties - but worst case selected views on Pipelines. Surely something on the roadmap as data handling regulations keep updating?

New Contributor

This is something we also definitely need to implement for our charity organisation!

New Contributor

+1 

Occasional Contributor

We need this as well 

Regular Contributor

We would love to have this! It's a must-have.

 

We want the ability to assign specific teams to pipelines and only show the corresponding views when creating tickets so there are no chances of the agent choosing the wrong pipeline. We only want the agent to see the information for their team, hide all other pipelines and properties from their view.

 

We are using 2 pipelines for our Service board today: Support, and Service Delivery. 

 

 

Occasional Contributor

This would be very useful in my B2B company 

 

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.

 

Visitor

We are a law firm, experts on data protection, and we love Hubspot. Adding the possibility to customize pipeline access would add a great deal to GDPR compliance of Hubspot. Hopefully, it shall be put to the production roadmap soon. 

New Contributor

Agreed. This is needed for privacy. Even blocking stage names for some users.

Visitor

I believe having permissions for pipelines in ServiceHub would be helpful too. We are dealing with a lot of different processes and some information is not relevant to front end teams using the sales/deals/contacts features. If would be great to have permissions based on pipelines to keep some of this information available to the teams that need to see that ticket information. 

HubSpot Product Team
HubSpot Product Team

Hey, 

 

Thank you for submitting the idea. Im a PM at HubSpot and the idea you submitted is aligned with a plan the team is currently working on.  

 

As I understand your request: you need to be able to give your sales team access to their sales pipelines while restricting their access to the claims pipelines. Is this correct? Do you have a need to allow the claims team to see the sales pipelines but not edit them? The product team is seeking to validate how common is the use case of granting one user/team edit access in pipeline A, for exampe, while granting view only access in pipeline B. 

 

 

Occasional Contributor

"As I understand your request: you need to be able to give your sales team access to their sales pipelines while restricting their access to the claims pipelines. Is this correct? Do you have a need to allow the claims team to see the sales pipelines but not edit them? The product team is seeking to validate how common is the use case of granting one user/team edit access in pipeline A, for exampe, while granting view only access in pipeline B."

 

Hi Ybaptiste,

 

For our use case, that is similar. Everybody would have access to our Tech Support pipeline, While Marketing and Senior Leadership would have access to our GDPR Request pipeline. Sales and Marketing would have access to the Deals Pipelines, etc. 

 

For us, I think it would be best to be able to determine pipeline viewer permissions by both individuals and teams.

 

Thanks!

 

-Ben

 

New Contributor

@ybaptiste yes, we do not want our customers to see certain pipelines that have nothing to do with them. We should be able to assign users to 1 or more pipelines as we see fit.