Gute Ideen sollten geteilt werden

I have been working as a contractor, specifically in HubSpot, for about 10 years. I'm in a ton of portals. when I log in I'm always taken to a random portal that I'm not currently working in, or that is a test portal owned by a client from months or years a go. it's almost never a portal that I'm working in. sometimes it takes me to the portal list and I have to scroll through tons of portals to find the right one. I've sent emails to all of my past clients who's portals I'm in. Only a few removed me. I can't remove myself because I have to deactivate myself then I lose my permissions. So I'm forever stuck with this long list of portals. I have admin access on a lot of them. I'd like to be able to remove myself from any portal. It seems wierd that I'm at the mercy of the client to remember and understand how to remove me. And if they never get around to it I'm just stuck with their portal. With as many portals as I am in, I've only accidentally confused portals once. But I don't want or need admin access to portals that I haven't contracted with in 3+ months, I'm probably taking up seats, and I don't think a lot of my clients understand. If it were possible to remove myself I'd only have about 10 portals on my list, for current clients.  ... Mehr anzeigen

I would like to create a list of HubSpot Users.    Use case : Send Admin Emails to users for maintanence purposes ... Mehr anzeigen

Hello! We have clients that really need the ability for more enhanced Permissions on the Call object.    For instance, we keep running into Clients requesting that their teams can view that a call occured on a contact record, but not give the ability for certain teams to go back and listen to the calls. Not all teams should be able to listen to other teams calls, but everyone needs to see that there was a call that occured on that contact. ... Mehr anzeigen

Currently, HubSpot allows for bulk user creation via CSV import by uploading email addresses. However, assigning permission sets and teams still requires manual work after the users are created.   For companies with global teams, this process becomes even more time-consuming. We have teams across Europe, North America, Asia, and Latin America, each requiring different permission sets and team structures. Manually assigning these settings after every new hire or organizational change is inefficient and prone to human error.   Proposed Solution: Expand the current CSV import functionality to include columns for Permission Set and Team. HubSpot would then automatically assign these attributes during the import process. If a permission set or team name doesn’t match an existing one, an error message could prompt users to adjust their CSV. ... Mehr anzeigen

Description: Currently, there is no way to get a full overview of where a specific user is involved within HubSpot. When deactivating or removing a user, admins don’t have visibility into which workflows, automation, or ownership assignments the user is part of. This can lead to broken processes and operational inefficiencies.   Use Case / Problem: Many businesses need to deactivate users when they leave the company or change roles. However, without knowing where they are assigned, it is difficult to ensure that workflows, email sequences, and ownership structures continue functioning correctly. The user might still be included in workflows receiving internal notifications. They could be assigned as the owner of deals, companies, or contacts. They might be sending emails from their account within automated sequences. They may have specific team permissions that need to be reassigned. There is no way to track what objects, workflows, or records the user has created or updated.   Proposed Solution: A panel similar to the "Used In" section for properties, where admins can see: When the user was created and by whom. Which workflows and automations include them. Where they are assigned as an owner. Which permissions and settings they are part of. A log of all records, properties, and workflows the user has created or updated. This would provide better security and control over user management, ensuring that all dependencies are reviewed and reassigned before deactivation, avoiding disruptions in workflows and automations.   Who Would Benefit: Super Admins and HubSpot Admins managing user roles and automation. Large teams with complex workflows that rely on multiple user assignments. Companies ensuring business continuity when offboarding employees. Would love to hear if other users face the same challenge and if the HubSpot team sees value in this! ... Mehr anzeigen

Currently, HubSpot allows users to assign any owner from the list of all users to properties that are marked as "Hubspot User" type.   While this is useful in some cases, there are scenarios where we don’t need to display all available owners.   For example, in specific teams or departments, we only want to show a certain list of users rather than everyone in the account. Proposed Solution:   I would like to request a feature that would allow HubSpot admins to configure a restricted list of users for "Hubspot User" type properties.   This would streamline the process of assigning owners, reduce confusion, and make the experience more relevant for different teams within the organization.   This feature would allow us to:   Customize the list of users available in the "Owner" dropdown for specific properties. Limit visibility of owners based on specific teams, roles, or permissions. It would be great if you could!! Improve usability by ensuring only the most relevant owners are visible. ... Mehr anzeigen

Currently, HubSpot lacks a permission toggle that allows users, such as the VP of Customer Success, to edit Help Desk settings without requiring full Super Admin access. This creates unnecessary risk and inefficiencies—either an admin must make all changes on behalf of CS, or the CS user must be granted Super Admin rights, which expose sensitive controls like billing, user management, and global settings for other teams. I recommend that HubSpot introduce a dedicated permission for managing Help Desk settings without requiring full Super Admin access. This would reduce security risks by limiting unnecessary admin privileges while empowering CS leaders to manage their team’s workflow effectively. ... Mehr anzeigen

When we let go sales reps or have turnover, it sure would be nice for the offboarding tasks of reassigning their leads/deals was automatic.    Meaning:    1. User is deactivated team = AE  - Enroll in deal workflow if deal owner is them that reassigns their OPEN deals  - Enroll in leads/contact workflow that reassigns  OPEN leads.    This would save a ton of time and allow for a more formal offboarding process in hubspot ... Mehr anzeigen

Simply I want to Simply I want to remove the upgrade options when I am viewing my features. when I am viewing my features. Its confusing and raises unnecessary questions waisting time. ... Mehr anzeigen