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jcj87

Merge contacts permissions

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.

Mises à jour HubSpot
Statut mis à jour : In Beta
February 04, 2025 01:43 PM

Hi all - thank you for your feedback on merge permissions! I'm happy to report that merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects is now in private beta. You can request access here

 

Please let me know if you have any feedback!

Statut mis à jour : In Planning
August 13, 2024 01:41 PM

Hi everyone, thank you so much for the feedback! I wanted to share that we are currently working on Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects. These permissions will be delivered by the end of 2024.

161 Commentaires
MadisonMoniz
Contributeur de premier rang | Partenaire solutions Diamond

@AmandaBaker - I am not able to join the Beta! Is it still open to claim? Portal ID is 46811098.

Follow up question - does this mean that it sidesteps the permissions issue to do merges? IE, if a contact does not have permission to delete records they do not own, would this solve for that, and allow them to still merge? 🙂