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At the moment permissions on Forms is a simple on/off toggle. Whilst turning this off provides a lot more control to the admin team on forms being created/edited by other team-members, it also takes away a lot of functionalities related to forms for other users (reporting on forms, creating lists based on forms, etc.). Is there anyway we could have more granularity on form permissions as we do for other functions on Hubspot?
At the very least, adding a Read permission option is needed. It's frustrating that users can see form submission information on object records, but not easily access all of those submissions in one place. Also, with adding Payments to forms, there doesn't seem to be anywhere else that a user can see if someone submitted a form but the Payment Status is still "Open"
I would also love more flexibility in setting up form user permissions. That said, you can manage form access on a per-form basis. The default setting is all, but you can select teams and users. So at least you can mitigate most risks, but not all.
This would be super helpful as I have team members who need access to the form to create reports with the data, but who do not need permission to edit the form. Thank you!
This is desperately needed. We have many users that want to see their forms but have no business creating/editing, and with many users, there is inevitbly someone that makes a mistake or doesn't follow the rules.
Hi, this would be a really important feature to have, especially when forms are dealing with sensitive info we want to limit the number of people who can see this. Thank you!
This would be great to have please! In most other marketing permissions, we are able to select if we only want those users to be able to view only a landing page for example or even emails. But for forms this is all or nothing. It would be very helpful if we could restrict this for example to view only forms, so they cannot create new forms. Thanks!
Definitivamente hace falta tener ese granularidad en los permisos de formularios, contar con permisos de visualización, edición, creación y eliminación es realmente vital en esta herramienta del CRM.
Our team could really use more granular permissions for forms. Our web team creates forms for various items (collateral; A/B testing; and so on).
It would be nice to give our demand generation team "view" access so they can see form layout, comments and performance - without the ability to make changes to those forms.
Please!!!!
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