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.
Excited news. Pipeline permissions is in private beta. We are giving early access to portals, at the appropriate tier, who filled out this form. If you provided contact information in the form, you will recieve an email once your portal has been granted access to the feature.
Again, thanks for the continued feedback, HubSpot community.
This is definitely very necessary. Sometimes it is necessary to step up the sales team with freelancers or closers to provide support and it is very convenient to be able to restrict permissions in certain pipelines.
A bit of an update here. We have a small private beta going for pipeline permission. If you filled out this form prior to the 17th of March, you should now have access to the feature. You should also receive an email notifying you that access has been granted. We are hungry for feedback on how to improve the feature, so please reply to the email with questions and feedback.
If you fill out the form after the 17th, we will add you to the beta in the coming days.
I filled out your form to get access to thie BETA feature a few days ago but have not received a reply/update
I'm keen to test this functionality asap as its a critical need for our company (essentially creating an archived pipeline we can move resolved tickets from other pipelines into and only allow 1 user to edit properties on these tickets)
While we can currently control who can edit properties, it would be helpful if such permission could be extended to attachments (right now any user can add/delete attachments even if they do not have permission to edit properties)
So just to confirm (before i do configuration changes) - I can manage access per ticket/deal pipeline by either making private to me, or selecting users/teams who can edit the pipleline - this does not prevent all users creating a new ticket in that pipeline - nor does it prevent all users from adding activities (notes, emails, meetings etc) to an existing ticket, but they edit any properties in the ticket ?
