Limiting Permissions by Pipeline

joshflightbucks

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. 

118 Replies
Javierross
Member

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

Thanks

LTSAkademie
Member

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

scotteau
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.

dblock
Participant

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

lizzienom
Participant

Really needed for when working with a partner... i.e. can only show deals that you're both involved in. 

Advokatix
Member

+1
Is needed!

Also other workarounds do not work, I tried to create two accounts and send the Info wich should be shared throu api put and pull but as usual its a workaround and couses so many problems.

sjpike26
Member

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

ilankasan
Member

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

Amarchohan
Member | Platinum Partner

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?

markjnorman
Member

I support this idea. 

 

I'd also support the ability to restrict visibility of individual deals to specific users.

PAMarcomms
Member

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

EdfromParis
Participant

+1 

Janeyb
Member

Yes please we need/would love this too! 

smichalik
Member

A must for me as well.

This is serious "privacy" issue.

 

Dear HS Team, please raise it internally up, and implement asap...

 

PS

We just stared our Hubspot journey.

So far this makes me wonder migrating our CRM to something else.

ebarajas
Participant

Supporting this idea. Would like to see this implemented.

dge
Member

We need this as well 

Calebb
Participant

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. 

 

 

TRob
Member

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.

 

JJustas
Member

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. 

ShaneM
Member

+1