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.
Restrict certain users from editing certain property fields on a contact's profile
View a history of when users edit certain contact properties.
This is a MUST! We have integrations and workflows tied to several properties now and humans are just not-to-be-trusted! Hubspot needs to have property-level permissions that the Super Admin only can edit.
Use case: I have two sales teams. One supports the other and needs access to certain properties/data from the other teams records but for security reasons we don't want that team to see things like names and contact info.
Thank you as always for your continued feedback, it helps us build a great product. We recognize the value that field level permissions can bring and I’m excited to let you know that this is officially in beta for Enterprise users. Our solution will give administrators the ability to prevent a field from being edited by any given set of users or teams. At this point, the product does not allow admins to “hide” values. If you are interested in becoming an early beta user and have an Enterprise subscription of any account please send me a direct message. Otherwise, we do expect this to be released to all Enterprise accounts in the near future.
@Dylan - is this a feature that has been designed to stay in Enterprise? I.e; this won't be coming to Professional and below level accounts? Do you only need one of your hubs to be at Enterprise level to unlock it?
Excellent news to report on this front... this is in beta right now! Users and teams configurable visibility for Company/Contact/Deal/Ticket property fields. Thanks for listening HubSpot... this is why we’re all with you. Orange is my favorite color today for sure.
Its a shame it is only for Enterprise. We pay a lot for Sales and Marketing Professional and expect to have this basic feature as well. Really bummed there....
As always, we built this with your businesses in mind. So, please keep the ideas and feedback coming, they are the most valuable inputs we have into helping you grow better!
good news that we can control who can edit properties - but what if we want to allow edit access to select users for a ticket until it reaches what we consider resolved status, at which time we want to stop any user from editing/modifying the ticket ?
cannot see any mechanism to do this, open to suggestions ?
