Simple workflow permission to be separate from workflow permission
Hi,
Our marketing permission set use to allow our marketing team to create their own simple workflows / automations as a follow-up for emails or form submissions.
Now, simple workflows and complex workflow access seem to be merged. This means our marketing team either:
Contact admin to set up simple workflows per email/form
Receive access to all workflow capabilities
However, we want to minimise the access for the latter to admins only.
Can we separate permissions for simple workflows away from workflows in general?
YES, I completely agree. I had to grant our marketing team access to all workflow creation which seriously jeapordizes the enforced rules for property updates, notifications, naming conventions etc.
I would really appreciate if this would be added. We have a bottleneck in marketing where everytime a marketeer wants to add an email after a form submission they have to wait for a person with workflow permission to build it for them. It does not make any sense to have to give access to admin workflows just to add a simple confirmation email to a form.
I was about to write the idea when I found that this has already been requested 🙂 It's paramount to separate Simple workflows from the workflow tool in terms of permissions - At the moment, I have granted my team access to workflows because I trust them.
However, I would rather give them just like any Admin permission to just creating confirmation emails after a form submission than access to the most powerful tool.
This is very needed. I'm working in a portal with 60+ teams. We need granular permission control to grant freedom and a clear overview of owned assets. But a large part in this is risk management.
You don't want everybody to change or publish workflows that can impact thousands of contacts and properties.
Splitting permission between workflows and simplified workflows enables experienced HubSpot user to quickly activate their marketing campaigns by setting up internal or external notifications.
This way, you impact fewer contacts and a smaller part of the whole system. Without getting full access to the critical power of regular workflows.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.