HubSpot Ideas

SawBwar

Limiting User's Permissions to CRM & Sales Tool Only

After I turned off all the permissions of a user, they still can see marketing tools like chat flow and account setting.

It is better if we can limit someone else permission to none of the Account Setting, Marketing, and Service Tools (not even the view option).

 

Companies that are working with third parties who are doing work for them, but are not full-on employees of the company that we'd like to keep segmented away from sensitive data?

 

They would like to restrict the contact information of each other in the portal.

 

This will give HubSpot and its partners to go into the industry that is working with Sales Agent (e.g. Insurance).

 

I think some CRM possess this kind of feature.

0 Upvotes
2 Replies
mgeorgieva
HubSpot Product Team

Thank you for adding this idea. Within Account Setting, which information is most important to restrict visibilty to?

SawBwar
Member | Diamond Partner
Hi Mgeorgieva, Thanks for the reply. The most important thing is to hide the information of other users (Name and Email Address) in the working environment with Sales Agents. Other things are Domain Setting and Brand Information.