Permission to access individual workflows

[tomsedgwick]

Hi all,

I have given a freelancer access to our workflows so that he can develop a workflow with a webhook in it.

I see this as a major security risk.

It would be great if I could give users access to individual workflows, without them having access to all of them.

[tomsedgwick]

It has been out to all Enterprise accounts and is covered in this knowledge article: https://knowledge.hubspot.com/account/partition-your-hubspot-assets

[tomsedgwick]

@SBuckley I'm still here! Are you interested in joining the beta as well? Feel free to direct message me with your Hub Id.

[tomsedgwick]

@RoxPepin Sure - can you direct message me or email me (mgeorigeva@hubspot.com) your Hub ID? 

Best,

Maggie

[tomsedgwick]

Hello folks, 

There is a Workflows partitioning update in beta for HubSpot Enterprise that will address your request. DM if you are interested in testing it.

Best,

Maggie Georgieva

[KeeganSmith87]

I think more importantly than permissions for individual workflows is the need for separation between workflow "enroll" capabilities and workflow "edit" capabilities. 

Use case is: Representatives that work for our company may need to enroll a customer in a one-off campaign. But in order to allow that, I either have to create a dummy property that, when checked, enrolls them into that campaign (which means each campaign would need it's own property) OR I have to grant "God-Mode" to every rep who MAY need to enroll a customer into a marketing workflow for a one-off request for additional educational content.

Why is this a risk? Simple. I can NOT allow representives in the dozens (we have nearly 30 users soon to be transitioning into HubSpot Service Hub) to have access to not only enroll but ALSO go in and EDIT the workflows that our marketing and sales teams have spent nearly a year building. It's a massive risk to infrastructure. 

My proposal is for the following: Workflow EDIT abilities are moved to the MARKETING tab in permissions. Workflow ENROLL abilities go under CRM permissions.

[tomsedgwick]

There is a toggle for creating and editing workflows. Just turn that off for your sales team. They can still enrol people in workflows with this turned off, can't they? 

[mgeorgieva]

Hello folks, 

There is a Workflows partitioning update in beta for HubSpot Enterprise that will address your request. DM if you are interested in testing it.

Best,

Maggie Georgieva

[spiderman]

We definitely need the separation of authority for enrolling contacts in workflows and the access to edit workflows. We are very concerned to give staff access to edit workflows. One incorrect change or the wrong enrolment criteria and it could cause major embarassment or worse.

Super admin and developers can have access to create/edit workflows.

General support staff should only have access to enrol contacts to existing workflows. At present we use additional triggers via adding to a list or a custom field to trigger a workflow for a contact. Having access to see history might also be useful. 

What will be in the workflows partitioning update?  We're running Enterprise.

[RoxPepin]

Can I get access to the BETA? 🙂 

[mgeorgieva]

@RoxPepin Sure - can you direct message me or email me (mgeorigeva@hubspot.com) your Hub ID? 

Best,

Maggie

[SBuckley]

It appears as if @mgeorgieva no longer works for Hubspot. Was wondering if there are any other product team members reviewing this thread?

[mgeorgieva]

@SBuckley I'm still here! Are you interested in joining the beta as well? Feel free to direct message me with your Hub Id.

[SBuckley]

@mgeorgieva Hi! I'm sorry, I sent you an email and it came back as undeliverable. I'll DM you.

[BethThompson]

@mgeorgieva Is this idea still in beta? Or has it rolled out? 

[mgeorgieva]

It has been out to all Enterprise accounts and is covered in this knowledge article: https://knowledge.hubspot.com/account/partition-your-hubspot-assets