HubSpot Ideas

MG

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.
Atualizações da HubSpot
Status atualizado para: Delivered
April 30, 2020 05:08 AM

Hello HubSpot community, 

Thank you all for your continued valuable feedback. I'm excited to let you all know that this feature is now live in all accounts with an Enterprise subscription of any kind. We put together a blog post running down the details which you can find here. We also have a HubSpot Knowledge Base article that explains the product in more detail. 

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!

June 19, 2019 10:20 AM

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.

Status atualizado para: In Planning
June 18, 2019 04:16 PM

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 

104 Comentários
scubes13
Participante

Really? Enterprise only?? This is nuts. We pay thousands for Pro level subscriptions and can't use permissions on our staff?!? 

RAgarwal
Membro

I am happy that now we have this permission but we have business use case that I want to restrict this editing access on a field after a certain conditions gets fulfill, is this possible ? Can we apply restriction based on certain conditions.

MonikaS
Colaborador(a)

Such a bummer, that it is not available in other plans. We are having a professional plan with several reps and this basic functionality is not for us... 

MClifton
Colaborador(a)

This function is needed at all levels, not just Enterprise.  We are onthe professional plan with all of the modules and this would really help us control the information we work so hard to get and keep active.  For us it's a matter of keeping the ownership of accounts and contacts with the assigned rep. When our customer service department does something on the file, HubSpot changes the ownership. It would be great if we could restrict who can change the ownership.