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. 

HubSpot updates
Mar 17, 2021

Hey HubSpot community, 

 

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.

Status updated to: In Beta
Feb 24, 2021

Hey HubSpot community, 

 

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.  

Status updated to: In Planning
Jan 25, 2021

Hello HubSpot Community

 

Thank you for your incredible patience here. The team is happy to announce that we will be releasing pipeline permissions, which will allow admins to grant/restrict pipeline access by users and teams, to private beta shortly. If you have any professional or enterprise plan and would like to get early access to this feature, please fill out this form.

 

Jun 17, 2020

@blawlorSJ thanks for the quick feedback. We are working on defining pipeline permissions. In our use case, should everyone with access to the Tech Support pipeline have the permission to edit the pipeline--i.e. make changes to the tickets. In other words, do you have team members who should see the Tech Support pipeline but not have access to edit it?

 

@JenD1 Thank you for the feedback. 

 

@dge Thank you for the illustration. Do you need to allow users who have edit acess to a pipeline to view other pipelines but not edit?  

Jun 17, 2020

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. 

 

 

118 Replies
vmcgee
Contributor | Diamond Partner

@roisinkirby Was this ever submitted as an idea? Your link at the top only goes to the ideas listing page. I'd like to vote for this. 

jmadore
HubSpot Employee

I think many customers would benefit from more flexibile permissions sets, including ones where you could restrict object viewing by pipeline rather than ownership. Thanks!

fabiohub
Member

I would like too.

fabiogomesds
Participant

Lot of my projects would benefit of it

MrB
Participant

This is  critical need for us, we have world wide teams that in some cases are competing for the same business, even being able to see the title of their competitors pipeline would provoke security questions. I have yet to test but the fact they could mistakenly enter a deal into not just the incorrect pipeline but a competitors  becasue permissiona only set as can see all their team or their own deals doesn't prohibit them accessing and mistakenly entering a deal in the wrong pipeline.

Levi
Participant | Diamond Partner

Any updates/ETA on this idea? 

MRTucker
Participant

This is a must for our company, different departments have different needs, along with management level pipelines.

GeoTO
Member | Partner

For enterprise clients that have multiple national divisions or international divisions, pipelines can vary by region.  It's silly that we couldn't have a team-based setting to restrict viewing the various other pipelines that may not be relevant to a team.  At the moment no options to have that level of permission settings.  This is a must for many users with various sales pipelines.   I'm new at using the ideas section so I hope I am providing my feedback in the right spot.   Cheers

BradDean
Member

Our business also has different divisions all with different pipelines and it is not necessary, or sometime apporpriate, for all users to be able to see all the other division pipelines. Limiting access by user to certain pipelines is required.

 

 

AlPal
Participant

+1 

Jricci11
Participant

Voting on this feature - granting specific permissions by pipeline is crucial if you are to maximize your use of the platform. Disappointing that this feature has been commented on for three years without much progress!

NoSales
Member

The lack of this feature, or any workaround means as we grow, we will be forced to leave HS for Zendesk or another mature solution. 

 

The inability to perform full text search on ServiceHub tickets is another reason we will be forced to go elsewhere.

 

HS is very sales and marketing focused, so perhaps we made a mistake when we selected it.  We need a much more robust "service" solution.

ContaNobordist
Participant

It will be so useful..

vmcgee
Contributor | Diamond Partner

Yes, this would be very helpful. Hard to do by teams if they belong to multiple teams. 

jcarvallo
Participant

It is unbeliavable that this thread has been opened for 3 years and there still isn't any workaround or official answer from the HS team...

adalberto
Member

si, esto es algo muy importe ya que en mi casa tengo diferentes tipos de asesores de ventas, y cada modelo requiere pipelines 

EDuncan
Member

Would very much like this feature to be added. It would vastly improve the functionality of the deals function especially with a team that has many users.

steda1
Member

hi guys... please add this feature.

Would be very helpful for all of us!

Status updated to: In Planning
ybaptiste
HubSpot Product Team

Hello HubSpot Community

 

Thank you for your incredible patience here. The team is happy to announce that we will be releasing pipeline permissions, which will allow admins to grant/restrict pipeline access by users and teams, to private beta shortly. If you have any professional or enterprise plan and would like to get early access to this feature, please fill out this form.

 

SComeau
Contributor

Yes! We do not need certain departments viewing data for pipelines they have no connection with.