HubSpot Ideas

shoon

Share manage permissions to custom views

Our team heavily relies on custom views in deals to see relevant properties, but only the owner is able to make updates to these views. I'd love to be able to have my team make edits to the views and apply it so the rest of the team can see these updates. 

HubSpot Updates
Idea Submitted
October 17, 2024 01:02 AM

Hey there, 

 

Thanks for submitting this idea! We recently released the ability for Admins to edit views they don't own, but we've yet to complete the swing on shared ownership for non-admins. We're hoping to start investigating this need soon. In the meantime please keep the feedback coming, as it reeally does make a difference!

 

Thanks,

Alexa

2 Replies
Alexa_S
HubSpot Product Team

Hey there, 

 

Thanks for submitting this idea! We recently released the ability for Admins to edit views they don't own, but we've yet to complete the swing on shared ownership for non-admins. We're hoping to start investigating this need soon. In the meantime please keep the feedback coming, as it reeally does make a difference!

 

Thanks,

Alexa

amandafann
Contributor

Upvote! 
@Alexa_S It would be really helpful if in the "Manage Sharing" for views, Admins could assign another user to be the owner of a view.

 

Admins are often creating specific views for users to help them get started when they onboard, or when they need to see a specific set of columns and filters (especially for users who don't need to do much else in Hubspot). By allowing the Admin to create a view and assign it to another user, 1) the user can then update the columns and filters if they need to, and 2) Admins can better manage a large number of views across the org. by being able to sort by who they are assigned to (it becomes unmanageable when all of the views are in the admin's name).  

Linking to a similar idea here https://community.hubspot.com/t5/HubSpot-Ideas/Contact-Company-Views-Manage-Sharing-and-Editing/idi-...