HubSpot Ideas

Marcosluqueolmo

Restrict acceso to the quotes section

Hello,
I have a client who needs to restrict access to the quotes section.

Apparently, anyone who has a sales pro or sales enterprise license can go to the budget section and therefore view or export their information.

 

That is, EVEN IF you only have permissions to view and edit the deals you own, you can see the quotes sent to any company or lead. It does not make any sense.

 

Does anyone know how we can restrict access? Is this a privacy bug on Hubspot's part?

Thanks

2 Replies
LButterfield
Participant

There's nothing in settings where you can change this but absolutely can see a need for this. 

Marcosluqueolmo
Contributor

That's right, there is a real need or an access error to solve. Let's see if someone from the Hubspot team could see this and tell us if a short-term solution is expected.

Thanks for comment @LButterfield