Gute Ideen sollten geteilt werden

Currently, you can setup Out Of Office availability at each User level. However, it does not "connect" with Meetings scheduler and the functionality "Consider working hours". It leads that when a User has a personal/individual Meeting, it does not take into account that the User is OOO, and clients could still book a meeting even if the User is OOO.  It seems urgent to connect those 2 features, so that the Meeting is able to understand that the User is not available during the OOO period.  ... Mehr anzeigen

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. ... Mehr anzeigen

Hi All,    For those of you who are not aware, HubSpot will be moving all existing customers to seats-based pricing in September if you were working with a partner. If you bought direct you might have already been migrated.   While for the most part there is no feature loss, a number of our customers are very concerned with this transition as they will be losing a feature that has been very important for their Management teams and Operations teams.   People who are transitioned to View Only or Core Seats will no longer be able to view deal and ticket tags.   This might affect customers who rely on their management or operations teams to see deal/ticket status without needing to manage them directly as is the case with a number of our customers.   Ideally, our customers would really appreciate it if deal tags and ticket tags could be visible for View Only and Core Seats as this feature adds a lot of value to customers who are not in a sales or support roles but not enough value to justify purchasing sales or service seats for these users.   Regards, Bryan ... Mehr anzeigen

We propose adding more granular order permission to allow users outside of Super Admins to update order properties. Currently only Super Admins can update/modify custom order properties however users who are not Super Admins can create order properties. This seems counter-intuitive since they can create they should be able to update. ... Mehr anzeigen

The Super Admin Role should be available as a "Seat" allowing for functionality to set up and edit Sales and Service Hub Seat options.    As a super Admin I don't need to USE sequences, but I do sometimes need to set them up for sales hub seats. Similarly I need to be able to set-up and troubleshoot Service Hub functionality but not necessicarily USE inbod or helpdesk.    The option to "Log In As" is an option, but time consuming and not great for audit logs and users actively working in the system. it would be better if a Super Admin Seat was an option to have full setup functionality and testing ability of other seats.  ... Mehr anzeigen

Hi HubSpot Product Team 👋,   We need a better way for Admins to track expired HubSpot certifications across our organization. We have hundreds of users across multiple countries, and manually checking each person in the "My Team" dashboard is extremely time-consuming.   While the export feature is helpful, it still requires manual work to filter out expired certifications. A centralized dashboard or automated report that only shows users with expired certifications would greatly improve efficiency.   💡 Suggested Solution:   A new filter in the "My Team" dashboard to show only users with expired certifications. An automated report that Admins can subscribe to for periodic updates (e.g., monthly) listing expired certifications. A notification system where Admins receive alerts when a user's certification is about to expire. This would allow us to keep our global teams up to date with HubSpot best practices without unnecessary manual effort. Thank you for considering this improvement!   Best, Francesco Collacciani ... Mehr anzeigen

Request: Add the ability to grant users permission to see association cards on an object record even if they do not have the ability to view the full associated object.   Background: When my company first launched HubSpot 5 years ago, I could set up users with permissions to view/edit Deals they owned, but not to be able to view or edit Deals other users owned (this is still a feature).   However, Deal association cards for all associated Deals still appeared on the right side bar for a Company or Contact regardless of a user's view/edit permissions. All users, therefore, could see that a Deal existed, but they could only click into the Deal and view the full details of the Deal if they were an owner/collaborator on the Deal. Some users in the community found that this feature presented a security concern. However, my company benefitted from this behavior because we could choose to display limited information about a Deal on the Deal card without allowing full access to Deal details.   Some time in the last few months this functionality changed so that a user can only see Deal cards if the user has permissions to view the Deal. Now my users don't know that a Deal exists on a company unless they are an owner/collaborator because an association card's visibility to the user is now tied to the object's visibility to the user. One workaround is to display the Number of Associated Deals, Number of Open Deals, and Number of Won Deals properties on the  Company or Contact left sidebar, but this is only marginally helpful. It still does not allow users to see critical Deal information such as who owns the Deal, the type of Deal, and the Deal stage (all properties that we display on Deal cards). ... Mehr anzeigen

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! ... Mehr anzeigen

I want to suggust to the HS product team that you address some of the limitations to Team membership.    I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they cannot be included in round robins.    I was excited by the potential for adding nested teams/subteams to larger teams, and adding users as 'extra' team members, as I felt this would provide several benefits.    Example A: Regional sales team round robins.    We have a team for our Enterprise Sales Department called "Enteprise Sales" the team includes any and all enterprise sales staff.    I went and created 2 subteams: Enterprise East, and Enterprise West, since certain staff are assigned to west coast leads, and some are assigned to east coast leads. However, the sales reps had the East/West teams as their 'extra' team membership, and so when I went to add those nested teams to the round robin I discovered I wasn't allowed to because 'extra' team members do not show up in round robins, and the east/west teams consisted entirely of 'extra' team members.   At first I thought this was a simple fix and I could just make the 'parent' departmental enterprise sales team to their 'extra' team membership (since it isn't as important from workflows.)    However, that ultimately did not appear to be an option, since 'extra' team members are not included on reports that are filtered by teams, and we have many dashboards/reports that are filtered on the primary, departmental, 'enterprise sales' team.    2.) Workflow maintenance   Another reason I was excited for subteams and 'extra team' memberships was because I thought it would make workflows much easier to manage moving forward, especially as our company continues to grow and expand.    For example: the average sales rep with a HS user account is incorporated into dozens of workflows. In the event that a sales rep leaves the company, or changes positions, we have to remember the 12+ workflows that need their steps and branches to be edited and updated whenever a staff person needs to be added or replaced.    A HUGE improvement would be to create subteams that only include 1 single user (for example: creat a Subteam called "Regional Sales Manager: Florida" and then assign the Florida regional sales manager as the one and only team member.)  Then our plan was to edit all of our workflows so that no branch is ever based around a specific user account, but rather steps and branches are based around that user's unique subteam. That way, if our Florida Regional Sales Manager leaves the company or changes roles, and somebody new is placed in that position, the only thing I need to edit is that new user's HubSpot Subteam, as opposed to spending tons of time editing dozens of workflows, and risking forgetting or neglecting to update one or two.  I'm honestly not certain what the function or utility is to subteams and 'extra VS main' team membership if users are limited to 1 main team and 'extra team' membership limits reporting, round robins, routing and notifications. Freeing it up so that people can be on multiple teams and still have all of the available features of a 'main team member' seems like it would 10x the value of having users on multiple teams.    I hope this feedback is helpful.  ... Mehr anzeigen