We have our HS sales pro to be set up so each sales rep can only see their own owned contacts and records.  Is there a way to set it up or an option that when a salesperson looks up an account or contact and it exists, but they are not authorized to see it, that it can display a message telling them they don't have access to that contact and that it exists at least instead of displaying nothing?  It is confusing to the user, because it looks like the record does not exist. ... View more

My company hires independent contractors who live across the entire country and work remotely. We add these independent contractors as users to the account with view/edit permissions set only for their own accounts and nobody elses, so that they can track specific accounts that we input for them.   However, when one of our independent contractors navigates to the Companies tab and selects the "company owner" drop down box from the top of their screen, they are presented with a list of all the other independent contractors in the company along with their full first and last name AND e-mail address.   This is a huge concern and privacy issue for us. I spoke with HubSpot support, and they told me there's currently no way to hide these users from one another, which really surprised me. This to me would seem like a basic privacy/security measure, and not a feature request, but he said this was the only way to get this issue resolved was to post here. Any way we can get this added as a possible option in the users permission screen? This is a really big deal for companies like mine that hire independent contractors and don't have full time employees all working out of the same physical space. ... View more

We are looking to have a global admin view that allows the admin to log in as a specific role to see what they see. Our organization's Admin who oversees our CRM has the ability to long into the CRM, select a user or role, and navigate through the system.   Why is this important? In many instances, we are working through "rights" issues with those we are supporting and are unable to view and modify until they share there screen which creates inefficiencies and limits the ability to work outside of standard business hours to test changes before rolling out to the groups.   The roles that should have this ability should include “Super Admin” and “Admin” ... View more

As a HubSpot Partner, we're often charged with building out email templates, snippets, chat flows, deal pipelines, service pipelines, etc. as part of a client engagement.   Yet, unless, as a Partner Employee, we do not have proper "Seat" access to one of the paid plans, we are unable to execute these tasks on behalf of our clients.   This hinders our ability to deliver solid service and creates inefficiencies in our processes.   Please create a way for Partner Employees to bypass the "Seat" requirements to access certain features of paid Sales Hub and Service Hub plans. We're not the ones actually using these tools, but end up not being able to help our clients use them better because we don't have access without a paid seat.   Thanks!   EDIT: I know there's a form we can fill out to request access, but that's an unnecessary step. As Partners, it should come with the territory and be default for all partner employees on a client portal: paid seats are not required. ... 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 really useful if Hubspot would send out notifications to admin users when the limit is soon to be reached (limit of Hubspot elements, such as contact lists, marketing campaigns etc.). This way we can be proactive on our end and avoid any inconvenience that happens when we're not able to create new campaigns all of a sudden and have to wait until our account gets active again.  ... View more

Our goal is to limit what certain users or teams are able to view on a contact page without completely removing the contact from view.   Our higher level sales team works with sensitive contact data that we don't want other sales team members to have access to, but for sales calls and dialing purposes, we still want these users to be able to make calls, create notes and score these contacts. ... View more

User permissions restrict which objects (contacts, deals, tickets) a user can see. The following permissions are available: Everything Team only Owned only None The problem: Some objects are sensitive and should be visible only to certain users/teams. These users don't operate in a silo and need to be members of other teams. These other teams contain other users who should not see the sensitive objects. If a user who should not see sensitive objects has the 'team only' permission, they can see the sensitive objects assigned to other members of their team. This doesn't meet our needs. If a user who should not see sensitive objects has the 'owned only' permission, they can't see other non-sensitive objects assigned to team members. This also doesn't meet our needs. The solution: allow users to be restricted from viewing objects assigned to certain users or teams. The existing 'everything' and 'team only' options would have an additional 'except user/team' option. ... View more

Feature Request:   All team members, regardless if they are primary or secondary team members should be included in the reporting tool. There are many times when a Deal Owner may play a fundamental part in two different teams, and should therefore not be excluded in the reporting for that team.    At the moment, it is a limitation that almost defeats the purpose of having teams. It would be brilliant to see in a future product rollout 🙂 ... View more