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
SreeBalaji
Regular Contributor

Hello

 

You are right, I do agree that we need to restrict access to certain contact properties for the users so that the confidential information regarding any contact will be kept more secure.

 

Also, if anyone edited any property, the previous property value and the person who edited to be saved as log for future reference.

Timcrook10
New Member

Agree 100%. Whilst our whole team needs access to view the information on each contact and update most of it, we only want a few senior account holders to have the ability to change certain properties.  This could be done by having an 'Edit permissions' field on the property settings, where you can select which teams or individuals have 'edit access' to that property.

sskurdah
Occasional Contributor

Definitely agree. We need to be able to limit who has access to editing certain fields. 

Doreen
New Member

Our team would benefit from having this feature enabled to pick and choose which properties are edit enabled. I agree with the suggestions to have "edit permissions."

JosieSA
Top Contributor

We also need this urgently. 

An important example is around managing incentives. 

We have specific fields relating to commission % that the sales manager needs to set. We currently have no way to track if a salesperson changes this. 

Thanks 

RMY
New Contributor

YES! This is a critical feature in my opinion. We have many fields that are imported from a database and not being able to restrict those, muddies our data. Having this ability would be a surefire way to keep our database input clean within hubspot and would be a major help in this initiative!

toncinap
Occasional Contributor

 We have entire teams of people we would like not to be able to edit certain fields...honestly surprised this isn't a thing yet.

Anonymous

Could not agree more and is definitely missing from Hubspot.

 

This would mean that our superadmins could determine which users have access to what - especially if a custom filed is tied to a worklfow!

emma10x
New Contributor

Love the request, this is a very powerful feature that Salesforce offers, and that I desperately miss with hubspot

mgandi
New Contributor

I would definitely need that feature implemented. We are evaluating other CRM at the moment and this missing feature might make us buy and use Salesforce instead. We want to be able to consolidate deals managed by our resellers in a single pipeline and would need a restricted property to grant them deals and right to work on these deals. For that, we would need such a feature.