Currently, HubSpot allows us to create permission sets and assign them to individual users. However, as organizations grow, managing permissions for each user becomes time-consuming and prone to errors. I propose implementing team-based permission sets to streamline this process.
Key Benefits:
Time-saving: Admins can set permissions once for an entire team rather than individually.
Consistency: Ensures all team members have the appropriate access levels.
Scalability: Easily onboard new team members with pre-set permissions.
Flexibility: Allows for quick adjustments to team-wide permissions as roles evolve.
Proposed Functionality:
Create permission sets at the team level
Automatically apply team permission sets to new team members
Option to override team permissions for specific individuals if needed
Ability to view and manage permissions at both team and individual levels
This feature would significantly enhance HubSpot's user management capabilities, especially for larger organizations with multiple teams and frequent onboarding.
I believe this addition would greatly improve efficiency and security in permission management across the platform.
It would be great if this could be implemented in Hubspot, especially when you have hierarchical teams with sales managers and sales consultants where access levels vary and you have in-house and off-site marketing teams.