There needs to be more granular ways to grant account rights to specific users, for example, when providing 'export' rights to support staff in order to enable them to export service hub reports, we're forced to grant them the ability to export everything within Hubspot. It's tricky to give entry-level support staff the ability to export key data like deals or customers info, they should only be given access to Service Hub data and not Sales or Marketing.
Posting on behalf of a user, who has had issues with permissions. They would like to provide access to users to edit, create and manage pipelines, but this access is restricted to users with full administrator access. This is problematic, as providing this level of access is not a solution, and they would like to be able to give access more specifically.
We need the ability to allow users to see the contact record, but not all the email communications that are taking place between the contact and other employees.
This is important for our team. Notes and email communication can contain personal information that is not always sales related, but is important for relational context and connection (i.e. going through divorce, kids leaving for college, loss in family, etc)
This information can be personal in nature, and not necessarily information that should be shared across all users in the HubSpot system.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.