Permissions for the product library are crucial for our business. We don't want various users to be able to see the unit cost and unit prices for all of the products, but there is no way to turn off viewing.
It is not possible to exclude certain users from being able to update products/line items and making sure pricing strategy is honored. It would prevent the creation of quotes with bad intent, bad pricing and/or bad information.
Currently:
Within permission sets, it is only possible to prevent the creation of custom line items for HubSpot Users.
In addition, it is also not possible to restrict the access to the different type of properties and what users are able to do with them.
Therequest:
Big request to at least make it possible to restrict the updating of this line items or product properties to certain groups or users. Ideally, first being able to adjust the 'property access' in Product properties and later on adding the permission options in the actual permission sets. Perhaps adding the option as 'Product/line item permissions'.
Absolutely a necessary feature. We have a lot of products and reps who don't deal with our parts department don't need to see the 500+ parts when selling equipment. it's confusing & cluttered when trying to select line items for deals. Folder-level access by team member/team AT MINIMUM would be excellent
We also need detailed permissives to lock defined properties of products for editing. For example, we allow Sales to change product names and descriptions, but changing product groups and units would be fatal for reporting.
We also need detailed permissives to lock defined properties of products for editing. For example, we allow Sales to change product names and descriptions, but changing product groups and units would be fatal for reporting.
We also need detailed permissives to lock defined properties of products for editing. For example, we allow Sales to change product names and descriptions, but changing product groups and units would be fatal for reporting.
I've chased the team to look into this, and I'm afraid that in the interim, the access to Products and Buyer Intent is working as designed.
Buyer Intent permission on the UI shows:
Create or edit any saved views, definitions, criteria, or configurations for buyer intent.
This indicates that the permission is limited to any edit actions, which means that any user can view/access the Buyer Intent Tool but can't edit
Product Library permission on the UI shows:
Build a product library, reference products within your assets, and report on the performance of different products and services.
Unfortunately, this means that any user can view/access the product library but if the user wants to create a new product or edit the existing product, they need the product library permission.
The team is aware that this might be something that they'll need to look into for the future in terms of restricting the products/buyer intent tool in general, but as of today, I'm afraid there isn't a workaround that can be implemented at this time.
I'm still chasing my team to see if there's any plans for changes to these settings in the pipeline.
Hi everyone 🙂 My name is Hallie, and I'm an APM on the CXM team here at HubSpot. I'm excited to share that there is now a feature for View, Edit & Delete Permissions for Products! This allows admins to have more control over which users can view, edit, and delete products within the product library.
You can read more about how this can be done in our KB here! Here is a screenshot as well showing where you'll find these permissions:
@hhiggins - does this BETA also include being able to limit edit access to specific fields for products? While this is a HUGE win for the Products Object, I would argue that many of us need product field level permissions in addition to the full object permissions such as "View, Edit, or Delete". I believe that a lot of us need our reps to have access to edit when they add a line item to their deal, but would only want to allow certain properties to be editable (for example, I need them to be able to edit the price, but cannot have them edit the Item Name):
@hhiggins - We additionally need to be able to have user permissions that allow certain properties to be view only to super admins like cost. It would be highly beneficial if the quoting module could be permission based for super admins only and sales reps could only see the proposal generated and not see the margins or cost or be able to edit the quote.
This development is already very good. But we still urgently need to limit the individual properties of products. Otherwise, users will change the assignment to product groups or units. This distorts the reproting and the quality of the offers.
@KNickolay & @HSpaulding - Thanks for sharing that feedback regarding product property access permissions! This beta feature is specifically targeting the ability to control object access for products; the ability to limit properties to specific users & teams is technically a separate tool, which is why it's not part of this beta. I do agree that this would be valuable, though!
There are two very similar feature requests for limiting product property access to certain users & teams here and here, if you would like to give either of those posts an upvote or leave feedback in the meantime. I would recommend doing so if this is something important for you and your business, because then our product teams can track feedback around any product property access features, and we can provide any updates on it for you on that post. 🙂
Sorry, I'm unable to acces the link you shared (this Product Update)- it says the product updates doesn't exist. Also when I click on the link you shared for the similar feature (here), it bring me back to this Idea.
We really need to be able to control access to the product properties as there are properties we want Sales to be able to see but we do not want them to be able to edit them as they control Commissions.
Hi @CAdams21! Thanks for bringing that to my attention - it looks like this is no longer in beta and now live, so that's why the product update page isn't working as it was before; apologies for that. Now it's updated to reflect the KB that notes it, and I included a picture if that helps too!
I also updated the links in my previous comment for the similar feature requests for permissions for product properties, so those should work as expected now. 🙂
