This issue has been brought up a few times in the Community, but it doesn't look like it was added as an Idea.
When an employee leaves, we deactivate their account in HubSpot. This allows us to preserve historic detail. This is great and something that we want.
However, the deactivated user is still available to be assigned as an owner of stuff. It should be possible to prevent a deactivated user from being assigned to anything after they are deactivated.
Good morning, everyone. Our changes to optimize assignment for inactive (deactivated, deleted, or removed) users have been released to all HubSpot portals. For more information on the changes we have made, please see the Product Update notes. If you find a use case that was not addressed, please open a new idea as this one is considered delivered.
Hello, everyone. Providing an update that in mid-December we will finish releasing a change for inboxes and help desk to hide deactivated users from reassignment. Equally, there were changes made recently for workflow assignment that ignores deactivated users who are part of a 'Rotate Owner' action, so assignment via workflows should also not be assigning to deactivated users.
This is a very important functionality for us. We're trying to run our business on Hubspot with Automations. When we remove someone we have no idea where they might be assigned to a ticket, task, deal, or notification.
The current solution. Seach Automations, One by one or wait till it breaks.
Absolutely. We want to be able to historically see who has taken certain actions etc for traceability (removing the user removes their name from everything), but we also need to guard data integrity going forward, by not allowing deactivated users to be accidentally assigned to a contact/company etc.
Slight aside, but it's additionally a bit of a nightmare that when exporting a list of users, deactivated accounts are not highlighted in any way. Entirely unhelpful for account admin.
This would be a very helpful feature to add. We want the deactivated user account to just be hidden in record assignment so the historical activity and records are still kept in HubSpot.
Chiming in to add that we want this ability added too. We don't want to remove a user so we can preserve their historical record, but we also don't want to be able to assign inbox items, tasks, etc. to the deactivated users.
Yep, super important! You can't log in as a deactivated user to delete their tasks, so it would be a huge help. I have to reactivate, log on as that user, clean up and then deactivate again. Tedious!
Hello, everyone. Providing an update that in mid-December we will finish releasing a change for inboxes and help desk to hide deactivated users from reassignment. Equally, there were changes made recently for workflow assignment that ignores deactivated users who are part of a 'Rotate Owner' action, so assignment via workflows should also not be assigning to deactivated users.
Never seen this happen before but upon closing a deal, the person that showed up as getting credit for closing it was a deactivated user that hasn't been with the company in almost 3 years.
Good morning, everyone. Our changes to optimize assignment for inactive (deactivated, deleted, or removed) users have been released to all HubSpot portals. For more information on the changes we have made, please see the Product Update notes. If you find a use case that was not addressed, please open a new idea as this one is considered delivered.
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