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. 

[Javierross]

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

Thanks

[LTSAkademie]

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

[scotteau]

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]

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

[lizzienom]

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

[Advokatix]

+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]

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

[ilankasan]

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

[Amarchohan]

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]

I support this idea. 

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

[PAMarcomms]

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

[EdfromParis]

+1 

[Janeyb]

Yes please we need/would love this too! 

[smichalik]

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]

Supporting this idea. Would like to see this implemented.

[dge]

We need this as well 

[Calebb]

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]

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]

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]

+1