Great minds think alike

annemarien · ‎Oct 13, 2020

For example: I want to give someone access to creating a new Chatflow, however, to do so, they would have access over Deal Pipeline configuration and setting up the property views for all record types. There are already some on/off switches under Accounts Access, e.g. for user permissions, please could there be a full breakdown of all the areas that Accounts Access gives access to so that more control can be given.

Cordovagz · ‎Sep 18, 2020

Hello HubSpot team, I have many troubles with the options in permissions for my users, only can edit everything or nothing which is uncomfortable, because I think the users need more options to edit, with the most sectioned permissions, not just Everything, Team, or nothing. So I would this can be change!

havandoorn · ‎Jul 16, 2020

It would really help us if we had to possibility to give some people or roles the permission to edit certain/selected property settings. Our Hubspot account is connected to a CRM systems. To prevent the connection of failing due to property changes we blocked the permission to edit property settings. The consequence is that our team is not able to edit the lead scoring variables. Please add the permission ability to assign people, teams or roles to edit specific of selected property settings.

KennethSax · ‎Jul 9, 2020

An internal messenger feature, so people connected to the same account can communicate internally within the HubSpot environment. That would make remote work much easier. Yes, we have MS Teams etc., but if you could stay within HS while working on something and talking to a colleague about it, that would be preferable in stead of switching from HS to Teams. It should diffenately include approval processes.

lmastrangelo · ‎Jun 23, 2020

It would be great if user permissions were available so that users could only view deals associated with their respective teams. Currently, users on teams can access deals owned by any members on his/her assigned teams. In other words, deal views are user-based not team-based, making Deal Access settings misleading under User Settings.

DGalett · ‎Jun 18, 2020

Regarding target account/company assignment there should be a way to cap how many target accounts or companies one person can be assigned ownership of. For example, my client has SDR's that will be in charge of qualifying companies for salespeople. We would like to limit how many we task one SDR with developing at once so we can maintain a certain level of service for our clients and "quality of life" for our SDR's. This would also allow us to easily pull data we can use for making staffing decisions, such as how many additional SDR's need to be hired.

AFlorijn

At this moment it is only possible to give a permission individually to creat tickets. It would be nice if I can give te permissions for a team.

RCanfield

Create a top tier permission higher than super admin. Other apps have an "Owner" or "CEO" level that has full access whereas super admins are restricted from making business-related changes like upgrading the account, deleting the account, backing up the entire data file, etc. Not only would this mitigate the risk of having 3rd party contractors work in a company's instance of HubSpot, but it would/should allow companies to edit the super admin permission set. For example, to give an email marketer permission for enough things I have to make them a super admin. And to give a specialist for automation/workflow for objects I also have to make them an admin. Super Admins are too rigid as an all or nothing permission set.

DHofmeister2

It would be great if we could set permissions for users to only be able to view specific lists and send marketing emails to specific lists.

GTucker

My client, a large enterprise with a substantial contact base of over 300,000, is currently facing a critical issue. I've spent a significant amount of time today manually building a list to locate all contacts owned by deactivated users. This is a pressing matter that needs immediate attention to get these contacts back on Sales' radar. Due to the business's size, there are dozens and dozens of deactivated users. When I add another person to the list, it automatically regenerates the preview. The list is quite long so the UI is grinding to a halt and bringing Chrome to its knees. If I save the list, I have to start over selecting users. The window that shows users is too short...it only shows a few people at a time. And each time I hit 'load more' I only get a handful added to the list. This is tedious. We need a way to build a list only after all criteria are added and not be forced to wait on these immediate previews. We also need a user management screen that shows: Users by active/deactivated status Number of contacts assigned to each user currently A system alert that notifies the admin(s) that this condition has occurred and to resolve it asap Having a way to reassign contacts with a workflow or other automation method from a deactivated user to an active one would be extremely useful. This is painful right now.

Great minds think alike

Account Access - further breakdown in permissions settings

user permissions and restrictions

Give permission to edit certain property settings

Internal communication within HubSpot environment for team members

Assign Teams to Specific Deals

Configure amount of Target Accounts user can own

Create ticket permission per team

Create a User tier above Super Admin

Set Permissions to View/Send Emails to Specific Lists

Manage Deactivated Users + Assigned Contacts

Recently delivered

Recently in beta