Great minds think alike

When exporting the list of users from your settings ("user table"), there are several properties that are available as filters, but are not included in the exported file.   Specifically, I would like to request that the "Invite Status" user property be included in the user export file.   We are a large organization with many HubSpot users, and therefore automate our user provisioning. Due to variable onboarding schedules, we often have many users at once who are in the "invite pending" status. This becomes a problem, of course, when a user is in a pending status for more than a few weeks.   As part of our adoption metrics, we look to determine the percentage of weekly/monthly/etc. active users. Since the user analytics tools cannot do this in the UI (yet!), we export the user list and report via Excel.    There are two key problems with the export function, as it doesn't behave in the way a list or index page export does:   1. All records will be exported, even if you have filters applied. For example, when you export a filtered index page, you can export just those records in your filtered view. So if I apply a filter to only show users with an "Invite Status = pending," that will not be reflected in the export. This is problematic for us because it will falsely inflate our total number of users when I'd like to only report on accepted users.   2. There is a lack of consistency between the properties shown in the UI filters and the properties being exported. The following properties are not included in the exported file:   Invite status (ironically, this is the very first filter listed on the page, and yet it's not included in the export) Access (this is included, but in the export it's called "Permissions") Calendar status Calendar sync Email status Extra teams (this is included, but in the export it's called "Additional teams") Main team (this is included, but in the export it's called "Primary team") Partner Scheduling pages Seat (the export does include a "Paid seat" property, but it does not specify which paid seat the user holds - it simply says "yes/no")   Additionally, when you generate an export, the shown properties are the same each time (and not comprehensive). It should beave similar to an index page or list export where you're asked if you'd like to include all properties or just those in your current view.   While gaining export acess to the "invite status" property is my primary objective here, I imagine it is quite frustrating for other customers to not have access to properties like "Scheduling pages" or "Seat" in their exports as well.   Please update the user table to behave more like an object index page, and more specifically, update the file export to align with the properties shown in the UI filters.       ...read more

The new beta update for Business Units is great, because you can now select from Navigation which Business Unit you are working on when in your portal. However, it gives access to all users.   There should be a way to filter or manage who can see the Business Units depending on the team or unit they actually work on: ...read more

Currently HubSpot limits user session timeout length to a max of 1 day.   As a user: I may take a single day off or find myself not utilizing the HubSpot interface for a day, resulting in the requirement to login again. As an admin: I am not in HubSpot every day, but I might be in it 2-3 times a week, each of them requiring me to log in again. As an SSO/SCIM admin: I am annoyed that HubSpot's limited options block me from properly managing security in a way that best suits my organization. Earlier this year HubSpot did not provide control over this and sessions were indefinite. Now it seems the pendulum has swung to anothe extreme. (e.g. it is difficult to imagine anyone wanting 15 minute session inactivity timeouts)   Please give admins the ability to set a more reasonable session timeout length! ...read more

We have multiple business units in our account, but our marketing team for example works for all business units.      We would like to be able to set users standard to 'all business units': Currently this is only cookie based.  On a new device it opens up the main account again. Side note:  Before you could just handle this in a view, why this has been removed is a mystery to me and I honestly would also like to see that option back too. ...read more

One common challenge faced across business units and teams is the limitation of having only one default value for properties in HubSpot.   Essential properties such as names and [object] owners are shared among various teams within an organization. However, assigning a single default value for these properties poses significant constraints and inefficiencies.   HubSpot Enterprise Account with Business Units still has only one Default value for properties used across teams   Our current workaround: Currently, teams often resort to reaching a consensus on generic default values for shared properties. While this works in some cases, it becomes problematic when teams have divergent needs.   For instance, the "Contact Owner" property might require different default values for different business units. This forces teams to create custom properties for each unit, duplicating efforts and complicating data management. To address this challenge, I propose expanding HubSpot's property management capabilities to allow for customizable default values on a per-business-unit and -team basis. This improvement would empower teams to tailor default property values according to their unique requirements without resorting to creating redundant custom properties. ...read more

We really need the ability to completely disable the file manager via permission sets. Please make this a feature! ...read more

There has been a number of updates to help Hubspot users know when calendars or email inboxes have been disconnected. All are helpful improvements yet one critical piece seems to be missing. Request that would help solve the problem. Notify the Super Admins on an account when any user's calendar OR email is disconnected.   There are other Super Admin notifications (like when social accounts are disconnected). The user is notified when their email is disconnected (though if they miss that notice, it could be a while before anyone notices) AND there is no mention of the calendar on this notification making that 2nd action easy to overlook by a user.  Other recent tickets around this work This one is about a sales rep being notified, that is all fine and should happen BUT Super Admins should also be looped in to ensure the action is handled in a timely manner - it's a backup for support. This 'Delivered' idea has a number of improvements that are helpful but still fall short of being manageable in day-to-day. For an Admin to have to refer back to these daily to ensure all is operational is silly. Helpful to have the ability to see, but without a notification doesn't feel feasible to manage. ...read more

Would love to be able to add a user's headshot to be included in their email preset. Might defeat the purpose, but having the control to adjust email signatures is a big deal for a large client of ours. They want the email signatures to be personable since they are a b to c company and need the individuals headshot in the email signature. Thanks! ...read more

Problem: When editing default sidebar view by adding/removing cards, the order becomes locked for individual users to edit their view.   Proposed solution: Have the ability to still move the cards shown on the 'trimmed/selected' default view   More detailed description: We are looking to have the functionality of removing/adding cards on the default right-side bar view, but still have users move them individually. When working across a large organization with many types of stakeholders in Hubspot, it is important to be able to help set a default but allow our different users to change on the go based on needs and specific use-cases.     As an external Hubspot consultant working across many clients we are looking to be able to add/remove  ...read more