HubSpot Ideas

KNickolay

Restricting Merge Permissions

Hello! 

 

Our company is in need of restricting merge permissions based on the object type. For example, we cannot have users merge companies, but they can merge deals (for example of different object types).

 

We know that we can limit this by turning off "Editing" for company records, however, our team needs to be able to edit properties but NOT merge accounts together. We really need merging to be a separate permission outside of the overarching "Edit" permission. 

4 Replies
EHanratty
Member

I agree to limit who can have access to merge contacts. Do we have a roll out date that we can access this setting?

KiloWhiskeyJ
Member

@KNickolay @EHanratty Please consider following and upvoting this idea, which covers exactly the issue you're reporting. It already has 50+ upvotes, so let's add more to it so that the HubSpot product team notices!

TWallen
Contributor

Upvoting this idea. It's important to us for permission sets to allow us to disable the ability to merge certain objects.

 

We have an integration that relies on Deal IDs. Merging two Deals together gives the remaining record a brand new Record ID. It's causing issues.

04534
Member

This is pretty important!