HubSpot Ideas

RiccardoPisani

Separate user setting permission for contact merges

Hi HubSpotters Robot Very Happy

 

Idea: I'd like to have 1 specific permission dedicated to contact merges available into our contact access settings options. 

 

We have more than 500 HubSpot users and the vast majority of them can merge contacts as well: that permission comes along with the basic contact permissions. 

 

- Goal: I would like to remove it for the vast majority of the HS users. 

- Why: merges can compromise data if not done in a proper manner. 

- Example: we have many data integrations feeding our contact properties, every time someone merges contacts in a wrong way, a lot of issues and errors occur.

 

In my opinion, as HubSpot SuperAdmin, I should be able to select a small number of qualified ppl that can merge contacts and exclude all the other ones!  The same way I can decide who can upload or modify properties.

 

What do you think? 

 

Thanks a lot.

 

Kind regards,
Riccardo 

17 Replies
jcj87
Contributor

Totally agree. It causes so many database issues when done by someone not aware of the impact.

kelseyhamon
Participant

I can't believe this isn't more widely requested. I just had a user merge two accounts, thus one being updated from customer to prospect. None of my basic users should have the ability to do this... and yet, I can't take it away without taking away their ability to edit their contacts and companies. Bananas. 

ACallcott
Participant

I think this would be a really useful tool to have, because human error can creep into it and because it can't be undone, people just don't realise until after they've done it. I think it allows for too much room for error, especially for something that cannot be undone. 

kelseyingram392
Contributor | Diamond Partner

Totally agree!! Merging contacts is a very powerful permission to have and I'm surprised you can't remove that permission from any users

Ellesyanna
Contributor | Diamond Partner

very much needed!

SCelen
Participant

Absolutely necessary!! Our team members sometimes 'forget' that merging has a significant impact on our platform integrations. I spend to much time on setting things right because I can't disable permissions. It baffles me that this is not an option....

DLopez1404
Participant

Hi, 

I just have a problem with an user being able to merge 2 datas since he was the owner. 

I would like this to be available to only ADM or at least in the Role I be able to configurate who can do this action. 

This is not something we can UNDO so, in my opinion users could never be able to do it without the previous analysis of the Data responsible person. 

William0352
Member | Platinum Partner

Agree

MTribbitt
Member

Agreed.

jhansen
Participant

This needs to happen. A deleted contact or deal can be restored but there is no way to restore a merged deal or contact. My only way to correct errors on this is to hope that I recently exported data that I can use to import a new contact/deal to replace what was merged, but even then there's a ton of data is missing. We now have a section to manage permissions for deleting contacts/deals, we should also be able to manage permissions for merging the same way. In fact, if you wanted to have a permission section for "Delete/Merge", I could get on board with that too. 

ThaisCampbell
HubSpot Moderator

+1

gloriaviveros
Member

Totally Agree, i need that specific issue for my team because its a big responsability to have that permission avaible.

 

We need to control this funtion

HubSpotSuprAdmn
Participant

Yes please

PVignon
Participant

Let's do it HubSpot please ! 

AMS-Lucas
Participant

Yeah we need this one too!

CFalstad
Contributor

YES!!! This is greatly needed.

JennieHuettel
Member

Agreed 100%!