Permissions to Edit Sales Dashboard

Arun_Opto22

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....

HubSpot updates
Status updated to: In Planning
Mar 17, 2019

8 Replies
ayesilevich
Participant

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
Member

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

toopixel
Participant

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

Bettinarf
Contributor

I completely agree! we need this feature too.

 

Status updated to: In Planning
rok
HubSpot Product Team
HubSpot Product Team
 
BarbaraS
Participant

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

agperson
Participant

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
Contributor

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!!!