Restrict Editing of Certain Properties and View history of User Edits

Currently if a user has access to edit one contact's property, they have access to edit all contact properties.

 

We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the editing of certian properties.

 

We have employees who need access to edit basic property fields on a contact's profile (name, phone number....etc) however there are other properties we don't want them to touch which may affect conversions, sales, or customer relations - currently we cannot restrict this.

 

What's worse is there's no means of checking (other than one by one contact by contact). It would be helpful if we could run a report that says  Show me every time USER 1 edited the PHONE NUMBER property on all contacts system wide.

  1. Restrict certain users from editing certain property fields on a contact's profile
  2. View a history of when users edit certain contact properties.
HubSpot updates
40 Replies
HubSpotMaster
Advisor

upvoting!

SOE
Visitor

The function is very important so that relevant information cannot be changed retroactively.

HubSpotMaster
Advisor

Upvote!

zcrouthamel
New Contributor

We are evaluating hubspot and very interested, but the inability to set field level permissions may prevent us from moving forward. The ability to limit view and edit capabilities is a critically important feature for a CRM solution.

HubSpotMaster
Advisor

Upvote again - came across another customer requesting this

tdineen
New Contributor

Absolutely insane that this can't be done. I have a sales team. I want them to be able to update lead contact information, but I don't want them to be able to steal leads from each other. Come on man!

AAMT
New Contributor

Upvote!

Herschel
Top Contributor

+1

rowan-reid
Regular Contributor

+1

Jonted
Visitor

Please, please implement this idea. its almost a must have feature for HubSpot

ahmadm
Occasional Contributor

We need this in Saudi Arabia

Sandra_E
New Contributor

I also agree - we currently have the problem that all users can edit notes. Some of them contain important data and should only be edited by the person who left the note. Is there any update on this? Regarding data and document security as well as our ISO cetification, I think this is a massive problem of HubSpot...

SiykaM
Occasional Contributor

We need this as well to track commissions and other sensitive data.

tenwall
New Contributor

+1 times 1,000 -- there are just too many company workflows where certain information is either very sensitive from all eyes or where it needs to be restricted to certain editors.

HubSpot Moderator
HubSpot Moderator
updated to: In Planning

Hi HubSpot Community, 

Thank you for your continued input and feedback on this issue, we really appreciate it. We're very interested in learning more about the specifics that each of your businesses are facing around this issue, in order for us as a Product Team to build the best solution possible. If you're willing to provide further input, as well as have a conversation with a member of our team about your specific example, we put together this form.

 

Thank you in advance for your detailed responses, we look forward to hearing from you and building out a solution as well!

- Dylan 

HubSpot Moderator
HubSpot Moderator

Additionally, if you'd be willing to spend time talking with us about this specific product idea, feel free to book a time that works best using my meetings link here.

Igorgb
Occasional Contributor

+1 !!!!

JustinEverett
Occasional Contributor

This is an incredibly important feature and I hope that it is not implemented just half way... The questionaire that you've put together makes it seem like we may only get the abiblity to restrict certain profiles or users from editing a field at any point, but it really needs to be more robust than that with the ability to restrict editing conditionally.

Cait_
Occasional Contributor

This is a HUGE thing for my company. Our CS and Sales teams create our initial company and contact records, but once we convert them to customers, it would be most ideal to be able to lock down a bunch of fields. It would also make deduplication easier for any data admin tasked with keeping the data clean.

KeeganSmith87
Regular Contributor

Need this now. To not have this feature means everyone who deals with customers has access to edit any property because they only need access to edit a phone number.