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In theory, anyone can make anybody say anything by editing their notes. It should be possible to restrict permissions to only edit own notes - despite the notes being added to a company you own.   I am oftentimes leaving notes for my salespeople, and the fact that they can edit my notes just because they are on a company they own seems worrying.   This also goes towards a more granular permission setup. I would love to be able to create roles with way more specific permissions than currently possible. ... Exibir mais

Hi,   Currently in Hubspot, there is the option to require multi factor authentication for all users which is great. However we have a few users without a company provided mobile phone/number, such as customer service. Because of this we can not turn this setting on.   What we would like is the ability to select which users must enable multifactor authentication. In this way we can require it for the vast majority of our users with limited exceptions. The goal here being to increase security.   Thanks   Tauriq Samad ... Exibir mais

It would be a nice feature to be able to set call and meeting types and outcomes by team. ... Exibir mais

It would be helpful for Admins to be able to set a Global Notification setting for all Users and then allow Users to make their own choices.  Not all of our Users know how to make changes and we are setting up 1:1 time consuming meetings to walk them through the changes. ... Exibir mais

As a super admin I would like to restrict (as in hide if no access) access to menus and screens by Team and user.   Today, even the most basic user can see a lot of screens and menus that in best case is confusing ("no, you don't need to look at that screen, even if it is visible in the menu, it is not for you") or worst it allows them to probe into areas that really is none of their business.   Examples of bad application "behaviour" today: as a sales rep I have menu points visible at the top for Conversations, Files and Tickets, as well as Reports. Confusing, if my job role doesn't cover those things. as any type of user I can access MANY settings using the cogs in the top right corner and a) view many things that are none of my business account defaults Property settings currencies domains tracking code ALL users and their access rights b) even change some things: e.g. Hubspot access to the entire portal!!! c) in a few cases even need to access them for things completely unrelated Under settings it even says "only administrators can change these settings" on some then screens. Then DON'T show them to users without edit access!!  as a ordinary sales rep I can switch on / off Hubspto access to the entire Portal. Surely this is a bug! This is a HUGE issue both for security and compliance reasons (you cannot show all this information to none-admin users) AND for training and onboarding reasons ("no you don't need to bother or worry about that menu/screen; it is not for you but Hubspot shows it anyway")   Suggested actions: Under settings: DON'T show screens that the user doesn't have access to edit. It is simply wrong on so many levels Allow Super Admin to completely switch the Settings menu off for either all users, by team or by individual user Allow Super Admin to control access rights to ALL screens by Team and/or individual user, e.g. Switch off "Files" for some, on for others; switch off "Reports" for some, on for others, etc Stop showing upselling menu items to common users: example "Playbooks" is visible to a basic sales rep, but when he clicks on it he is told that the company has Professional and need Enterprise, and is then shown a screen to "Talk to Hubspot Sales". No!!! my common sales people should NOT have to deal with whether the company buys a bigger package from Hubspot or not.    ... Exibir mais

It would be very nice if you can add different teams / users to a specific pipeline so that not all users can see all pipelines. In this case we work with 3 different sales teams that do not need to have insight into all pipelines. ... Exibir mais

How than a user can set their own home screen is great, homeever the majority of users have no idea this exists. We have hundreds of users, it would be ncie to be able to set a homescreen based on their role. If they want to change ti after, it should be possible. For example - a sales role would have the homescreen a sales dashboard marketing roles or others - would have a diffent home dashboard   ... Exibir mais

We'd love the ability to be able to create custom product properties and have them appear on a quote. We also create quotes that we send to purchase product, so would be great if price was not a required field.   Currently, we are struggling for a quoting option that can support our business needs. ... Exibir mais

I am using HubSpot for some days and I am quite enthusiastic about the software. There is only one problem I am struggling with. I have more e-email accounts in my Outlook because we have more companies. I just want to use HubSpot for one account. Now HubSpot is also logging and tracking e-mails from the other accounts. The Idea is to make setting for log and tracking per emailaccount. ... Exibir mais