Property level user permissions (different access to field for manager and standard user)
We need to have permission for some properties to vary depending on the user. Currently available in Hubspot is object level permission (i.e. for each user, define what he can do with all properties of contacts, deals or companies, etc.). We need property level permission (i.e. for each user, define what he can do for each property on contact, deals or companies, etc.)
Use case 1: some contact properties affect how the commission of deals belonging to those contact will be computed. Only users with specific privileges (e.g. managers) should be able to edit the property defining this. Without this available, we are at risk that a sales rep edits this field to increase its commission.
Use case 2: one contact property defines the expected deal value of a deal if one is ever closed. This affects the priority of the contacts. This value is computed outside of Hubspot by analysts and is then mass-uploaded. Hubspot users have no need to be able to edit this value. The same way some properties can only be edited by Hubspot, we need some properties to only be edited by admin / special users.
Note @ Hubspot:
- Users will need to be grouped, probably in teams. Then permission will be given to a team
- Properties may or may not be grouped into groups having the same permissions.