Currently you only have the option in HubSpot settings to either grant or not grant social media access. This should be further defined by team, buisness unit, brand or country ... etc.   Use case: A portal has several countries each with multiple brands and team leaders per country. Each country has a person who posts to social media and therefore has access to the tool. However, they have access to ALL connected social platforms for all brands and countries - it is therefore very easy to accidentally post under an incorrect country or team's social platform.   Only the Super Admins (or other defined user role) should have the 'master' access to see all platforms across all brands and countries.  ... View more

I love to see Projects, not just a task list also with the possibility to use a Gant chart and visualise all tasks in a  timeline. Both in Projects and Campaign would replace the need for Monday or similar SaaS tools for marketing planning.  Would be great in using the function of the projects for Product Marketing and sync all our product launches in one tool!  The elements within a Gantt chart can be grouped into four categories: resources, milestones, tasks, and dependencies. Resources:   Project managers must have insight into what resources are needed for tasks outlined in a Gantt chart, in order for each to be completed on time. Milestones:   Along your timeline, there will likely be milestones, both small and large, that must be hit in order to keep your project on track. A milestone for a blog launch might be, “Blog post draft due on 5/30.” Tasks:   There are specific things that need to be completed along the way of your project. In our blog post example, a task might be,   “Edit blog post.” Dependencies:   Tasks on your Gantt chart will be related to each other, for example, the editor won’t be able to complete her task of editing the blog post until the writer has met their milestone and submitted their draft on 5/30. These are dependencies and should be noted in your chart. https://blog.hubspot.com/marketing/gantt-chart-example ... View more

When a user is deactivated, we would like HubSpot to stop assigning any new tasks, contacts, etc. to these individuals. For instance, workflows that are setup to round robin new leads should not give these leads to inactive users - someone who is active should be getting the leads.   While removing a user completely would resolve the assignement issue, we like the deactivate option to allow the company time to reassign leads, review templates the user owned, etc.  ... View more

Hello!   My idea is to create an import and export approval flow within HubSpot. Currently, the only permissions available related to this is to allow or block both functionality for users.   However, that way either the user loses their autonomy and puts all responsibility for these actions to the admin - who probably has other things to worry about - or we put the security of CRM data at risk with untrained people having this functionality.   I wish there was a way that any CRM user could request to import or export data, but only a few users with specific permissions could approve that request. For that, it would be necessary that the user with access to approval could check which data is being exported or imported.   For Enterprise customers like me, this is a deal-breaker on investing more in CRM.   Best, Felipe Felix ... View more

Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they support.   Ideally, we'd be able to create roles for units and assign them to users based on which team they're a part of at our organization.   I'm not seeing any work-arounds for this, or any way to assign a user to a particular unit, which is somewhat disappointing and defeats the purpose of much of what we needed business units for. ... View more

Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below).   This is problematic and causing us considerable pain because some users need full access to multiple teams, e.g. an individual who is multi-role, or management/supervisory staff who need to monitor what goes on in the team. This is particularly true in smaller businesses. The one primary team restriction seems unjustifiable .   Restriction's on 'additional team members': https://knowledge.hubspot.com/account/assign-users-additional-teams These users will not be included in any team reports, routing rules (e.g., conversation routing rules), team notifications (e.g., form submission email notifications to a team), or workflow rotation actions. They will also not be able to view any custom records views set up for the team.   The solution is to allow users to be primary members of multiple teams.   Any feedback? ... View more

It would be amazing if admins could choose which objects can be associated upon manual creation of a record. Right now, the feature is non-customizable and limited to Deals and Tickets. Additionally, making associations required upon creation of a record should also be an option. Specific Use Case: When manually creating a contact, I want the rep to be required to associate that new contact to a custom object record.     ... View more

It would be great to be able to set up more granular permissions for large teams.   Here is a use case: With a large sales team, I would like to be able to allow them to edit a small set of properties. I would like to create a group of properties and allow certain team members to only be able to edit value for those. Right now, if I grant "edit" permissions to a user they can edit all properties in the CRM.   Another issue is that the permission to edit contacts also allows team members to create a contact manually. I'd like to restrict everyone that create contacts manually, but allow them to edit a small set of properties.  ... View more

We have bee excited to have a HubSpot Sandbox to begin working on some complex workflows, but are frustrated with the roll out!  We have 97 Users, 22 Teams aand 28 Roles -- and only the Super Admins were auto-imported into the Sandbox -- and there is no way to export Roles and Teams and then import them into the Sandbox.   There are additional down-stream effects of this: attempts to import Contacts and Companies from our Prod environment into the Sandbox fail because the system cannot find the Contact Owner and Account Manager (users) during import.    Re-creating those roles in the sandbox is too time-intensive to justify. Looking forward to seeing this addressed. ... View more