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Helli · ‎avr. 20, 2022

It would be very helpful to be more flexible in giving permissions to users. Example: we want to help our external agents to put their reports directly into hubspot. However, we do not want that they see all previous actions. For another group of users we want to make it possible to see the contact and company data but not the actions. It would be a big advantage to manage this via more flexible permissions for different user groups.

niels_linbit · ‎avr. 14, 2022

example property: Example User: why: so you would get an high level view of which person is used in which automation (workflow, sequence, chatflow, ...), good for team management

Andrepp · ‎avr. 13, 2022

Hoje nem todos meus Funcionários precisam possuir e-mail, porem eles precisam do acesso ao Hubspot, esse acesso me força a criar um e-mail para meu funcionário, tendo mais custos, apenas para ter acesso ao Hubspot. A ideia é possibilitar o cadastro de funcionário e acesso por SMS, pois assim terei uma economia na compra de e-mails.

CMcKay · ‎avr. 6, 2022

I think that the ability to send programmatic in-app notifications using a Notifications API would be a great addition to HubSpot. Use-Cases: 1. I have a swag system that sends swag packages to contact its connected to HubSpot using custom objects and it would be really nice if I could send a notification to the owner when a package is delivered. 2. When a HubSpot user hits the quota for contact prospecting, send a notification. 3. So many more use-cases ~Carter McKay

karaujo · ‎avr. 5, 2022

The Fix formatting issues is a great tool, but it is currently only availbe to Super Admin roles. Hmmm... So, our account has 2 Super Admins and their job titles are Vice President of Marketing and Director of Information Technology. Neither of these senior level employees are going to be doing this task. We have a Data Entry role, which makes sense to have someone with this level of a role be the one to cleanup these formatting issues. My suggestion is for HubSpot is to make this option available to all that you can set at the role level and not have this be only something a Super Admin can do.

RSleiman · ‎avr. 4, 2022

It'd be great if there was a way to click on a user and see every Workflow they may be a part of. This would solve a problem that currently exist. Mainly, right now, if someone is on vacation or off for any reason, I cannot just remove them from any automatic rotations that they're in. I have to search the Workflows and edit it manually. If I could click on User A, and have a list appear showing all Workflows they're specifically in, I can then click that Workflow and make the edit manually. We already have this function within Properties that we can see any Workflows, Forms, etc, that the Property is associated with. I'm just hoping we can duplicate this feature for each User as well.

JackMoreton · ‎avr. 4, 2022

Hi The current export permission simply provide on/off functionality, you can either export everything or nothing. It would be great to break this into more granular levels such as - by object (including individual custom objects) - by level i.e. can export all records / can export filtered records etc. This would be a feature that many security teams would be pleased with, it allows us to restrict access in line with other business systems. Currently everything needs access to everything when most user just need reports or some need contacts etc. Hoping this gets looked at! Thanks

HBruce · ‎avr. 1, 2022

We are a business with over 100+ users on HubSpot and there is currently no way to tell which users own the Views on HubSpot. We need a feature to be able to see who owns what views. I am currently in the process of trying to archive a Deal property but I am unable to do this because the property is used in 9 Views within Deals. I cant amend these Views myself, only the owner of the View can do this, so I am unable to archive this property. It is impossible for me to find out who owns these Views with having over 100 users on our system.

FairyTail · ‎mars 31, 2022

Would be very helpful & save me a lot of time to be able to change the "Owner" to a different user

Akamu77 · ‎mars 31, 2022

Here's an idea worth considering: A sale organization like ours has many Deal Owners that are out in the field. They each have an assistant that helps them with various administrative tasks and pipeline management using Hubspot. (The Assistants have paid seats in Hubspot Professional.) We use workflows to send various notifications and Tasks assignments and Emails to the Deal owner. But it would be SO MUCH BETTER to be able to notify the Deal Owner's assistant, rather than the Deal Owner. I know I can workaround this by writing workflows with if/then paths based on Deal Owner. (If Deal Owner is A, then send notification to User B...) But mercy, that is a lot of workflow editing... and I have to edit EACH workflow everytime a new Sales Rep is hired. All that cumbersome work could be avoided if there were an option to assign/notify/email a Deal Owner's Assistant. It could live as a fourth option in the workflow edit below (in the blank space with orange circle.) Of course, that means you'd need to set up a User Relationship tree structure of some kind, which I imagine would be an AMAZING feature add, for more reasons than I could think of. But to start, here's a couple existing ideas that would be impacted by such an add: Sales Assistant User Access Start a sequence on behalf of another HS user What do you think, @glencornell?

Les grands esprits se rencontrent

permission to see actions

Add a "used in" tab for Users & Teams - similar to properties

Logar na ferramenta por telefone e não por email

Notifications API

Fix formatting issues available to non Super Admins

Find links between Users and WorkFlows

Granular Export Permissions

Views by Users

Option to change Owner of Template/Sequence/Snippet

Assign tasks, notifications based on User Relationships (such as Assistant)

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