Gute Ideen sollten geteilt werden

Hi,   I have a suggestion about permission sets and teams. Typically when creating permission sets, I think of the roles and teams who need them.    Normally I create the permission sets and then the teams in the organization. This helps us to manage users at scale.    An important but missing feature is the ability to associate a permission set with a team. If we had this ability then we could manage and control permissions by groups of users or teams more effectively.    Currently, we have to scroll through users and manually add a permission set to each user. When you have a large number of users in HubSpot this can become unmanageable and a source of potential errors.    Hope this makes sense to the enterprise users out there.    - Dave ... Mehr anzeigen

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? ... Mehr anzeigen

I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this. ... Mehr anzeigen

If you work with Hubspot across several business units it would be very helpful to be able to filter duplicates per Business unit.   Why? The experts of each business unit have expertise on their customers and therefore know best how to proceed with duplicates. ... Mehr anzeigen

Do not allow non-admin users to access and view other users within the Portal.   If a user does not have the permission allowed for Account Access - they should not be able to view User and Team information!   For portals where we are supporting internal and external users, emails and access levels are displayed.   I see this being a significant security issue - for: 1. Sharing emails and contact details with users who should not have access to this information 2. Providing details for admin users that if a users account was compromised could be used to try and get other access        ... Mehr anzeigen

It would be useful to have an Access Level that is strictly for the person/team handling the billing on the Hubspot account. Currently it's under the SuperAdmin access, but that allows anyone with SuperAdmin to make changes that affect the charges on a person's credit card without going thru the cardholder. It would make it more secure and less suprising when charges pop up if there's a specific access for the person(s) handling the bills. ... Mehr anzeigen

Hello, I'd like to request adding a custom availability for team members and multiple time zones support for round robin meetings.   We have team members scattered across the world.  In ideal case we want clients being able to book a meeting with us 24/7 and have the meeting assigned to whichever team member is awake and available at chosen time.   We had this option with Calendly and it worked really well. I think in today's virtual world where borders no longer apply this is a must.  Thank you 🙂 ... Mehr anzeigen

Currently, I don't like how there is no way to restrict users from adding a new custom view to an index page. . .     This results in the following problems at the enterprise level:  1) Lot's of duplicate views  2) Inconsistent columns / properties included 3) Innacurate filtering 4) Having to log in every account to remove a view just to delete/archive an old property.   In a perfect world, it would be awesome if we could set permissions up so that the team lead is the only person able to add custom views.    Thus non-managers need to run their requests through them or the admin. Standardizing would greatly improve their experience with views.  ... Mehr anzeigen

Hello community 👋 and product team ✌️   Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit columns, filters and save these according to their own preferences.    A view 👀 can either be standard, created by me, or created by others (see picture and ignore Swedish content). Once a view has been created by me no one else can edit this view and save it for all users 👥 - instead they have to clone their own version of the view in order to change it.          Issue We are growing our company fast ⏩ and we want to be able to scale our staff up and down without it affecting the infrastructure of what we have created. If one staff member decides to quit and move on to a new company - and that staff member being a core creator of the views that all other HubSpot users in our portal uses - we could be in big problem.   Why? All these views created by others can be pinned to my default view. I will have a standard set of up to 5 views in my portal that I will use in my day to day management. If the staff member that created that view quits users could be stuck 🔒 with old standard views in their pin bar without knowing.        Idea for solution (proposal for the product team) 🤗 There are several ways to solve this issue. Some better than others. I would really love them all to be delivered 👍 but as we all know thats not always possible.    A) Make it possible to pass ownership of a view Make it possible for a view owner to pass the ownership (and there by the uniqe rights to edit the view) to an other HubSpot user of the same portal.    B) Make it possible to collaborate in creating standardized views Make a setting so that a view can be collaborated on by all HubSpot users. Once a change is made by once user it will affect all others. Perhaps a small information box upon saving the view informing the user that it will affect all other accounts.    C) Make it possible to set up ownership of a view to a team Make a setting so that a view can be collaborated on by a specific team of HubSpot users. Once a change is made by once user in that team it will affect all other users (in the team or not). Also here recommended to have a small information box upon saving the view informing the user that it will affect all other accounts.  ... Mehr anzeigen