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. 

HubSpot updates
32 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