AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.
Yes please to this. We would like to restrict who can merge any object, especially company, contacts and deals. We have APIs being compromised as merging happens the wrong way round often.
This is critical for us. Our users need to still be able to edit objects, but we need them to stop merging. Untangling a merged company is an incredible amount of work. If not allowing us to prevent merging, at least let us easily undo a merge.
We'd like to restrict record merging separetely with a specific merging permission.
Currently the merging functionality is enabled within the editing privileges, but sometimes we want to restrict merging even though the user can edit a record.
Today, we have that capability with importing records. A user can import records if they have editing permissions, but only if they also have the specific importing permission set.
It also would be good to define a specific merging permission within the object settings:
@hubspot - where is this function? There is plenty of activity here of your customers saying we need this. We consistently have issues with users who do not listen to our policies and continue to complete merges incorrectly because we can't set permissions. Please work on this.
We would like to restrict users from being able to merge companies together, whilst still being able to edit company details. If the merge permission was seperated out into its own permission, we would be able to restrict users from merging, whilst also allowing them to edit company details. For example, their could be another setting here called merge, which you could amend like view edit and delete.
Because editing permissions enable you to merge, the only way to not allow HubSpot users to not merge is to take away their editing rights.
Dependent on how you use Hubspot, as @Jnix284 stated...merging cannot be undone. So because merges are non-reversible, it should have its own level of permissions and not tied to "editing".
We have an unspoken rule to not merge, however that doesn't mean it doesn't happen.
Merging Records should be only in the hands of Admins/ or a separate permission - Especially when integrations are involved as this could mess up our data
+1, fresh users being able to completely brick our connections between systems, is not good to put it mildly. 🙂 Especielly since a merge is irreversible.
I haven't read all of the posts in this discussion (but I have read a fair few).
However per a more recent post "Merging Records should be only in the hands of Admins/ or a separate permission...", I wholeheartedly agree. We have over 260 users and we only need the merging ability (particularly at Contact level) to be granted to only a few of those users e.g. our Sales Team Managers. A separate / specific permission would be most welcome!
I note that this conversation, describing the issue/s and requesting an appropriate solution, started in February 2020; it is now 5 July 2024!
Please Mr/Mrs HubSpot, we would welcome some action here.
