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Permissions to Edit Sales Dashboard

Status: In Planning
Arun_Opto22
Submitted by on ‎Nov 29, 2017 6:04 PM

I think there should be the ability to limit the permission to edit the Sales Dashboard.  I've made the dashboard look like I want it to for my sales team...but individual salespeople have the ability to go in and modify it...but it is a "global" view. This makes no sense.  I realize I (or individual salespeople) can create "custom" dashboards, but nevertheless....

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8 Replies
ayesilevich
New Contributor
‎Feb 16, 2018 8:55 AM

I agree. I am experiencing the same problem. Every morning I log in to the Sales Dashboard and widgets are moved around the specific widget filtering is applied universally. Hoping the engineers at HubSpot can address this and only make admins have the ability to move the dashboard widgets. 

jstrm617
New Contributor
‎May 18, 2018 2:17 PM

I love this idea. Can't believe it has not been implemented yet. Hubspot has everything except this. Kudos Arun

toopixel
Occasional Contributor
‎May 29, 2018 11:25 AM

Definitely needed that each team member can set his own view!

Bettinarf
Regular Contributor
‎Sep 24, 2018 7:14 AM

I completely agree! we need this feature too.

 

Status updated to: In Planning
rok
HubSpot Product Team
HubSpot Product Team
‎Mar 17, 2019 9:50 PM
 
BarbaraS
Occasional Contributor
‎Jun 25, 2019 4:57 AM

Hello Support team - is there a time line on when the edit restriction for the dashboard will be in place? thank you.

agperson
Occasional Contributor
‎Oct 7, 2019 2:53 PM

We setup a sales dashboard used by a couple dozen sales reps.  Occassionally one person changes it and it affects everyone!  There must be some way to lock down a global dashboard so that individual users don't accidentally mess it up for everyone!  This seems like a very fundamental feature.  It is not specific to the Sales Dashboard but to any global/default dashboards.

RICWAH
Occasional Contributor
‎Nov 13, 2019 5:25 PM

As a new Hubspot user, I'm chocked that there is no way of preventing users from deleting or changing reports.  It took me sometime to understand why the reports I had set up for my sales reps where moved around, changed and deleted. From being very positive to Hubspot my mind have changed to the opposite because of this. I have find the way Hubspot handles users, roles and permissions is horrible and very insecure. And what is worse, this idea was first recorded in 2017, and no solution has been presented 2 years later!!!