Great minds think alike

It would be great if there could be more detailled permission settings for access to lists. For some users, I only want to give them a read access to all or even better only to certain lists. As of now it is only possible to completely close or grant access. So everyone who is able to see lists, is also able to delete them or change filter options etc. ...read more

It would be beneficial if multiple departments can collaborate on a single support ticket. This way multiple tickets do not need to be created for a single case issue.    Idea: If a single support ticket could host multiple pipelines and statuses and when one team creates a note, logs a call, sends an email, etc then everyone listed as a collaborator (or owner) of that ticket can view the activity. If the single ticket can host multiple pipelines and statuses then each department can follow their specific process and retain metrics for their worked tickets.    Essentially, having multiple owner lines so each department that is collaborating can own the ticket.  No matter what activity is done on the ticket all owners (or collaborators) have visibilty. So when one department resolves their portion of the case then the next department knows it's their turn.  This will help support agents know which department they are still waiting on for action in order for them to resolve the case.  Being able to see who is viewing that ticket live so multiple people aren't doing the same thing at the same time. ...read more

We need to see who is using the email add-on, as they may be unaware their private emails are being stored on a company CRM system, which would be a huge breach of privacy. As SuperAdmin I want to be able to inform these people to be careful, as they may have downloaded the Add-On with no prior engagement with an Admin or Super Admin. ...read more

Can an option be created to have a display name for agents who are responding to emails and chats? I noticed the Hubspot team only appears as a first name but in our account you have to put in at least one character in the last name field.  ...read more

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.  ...read more

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  ...read more

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. ...read more

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

I apologise if this idea has already been submitted, I couldn't find it if so.   Who is the feature for? Anyone that cares about data protection   What is their goal? To prevent unnecessary access to personal information stored in HubSpot accounts   What value will this add? By default HubSpot employees will not be permitted access to customer's data, and access granted will time out after a defined period, thereby increasing the protection of data and decreasing the risk of Bad Actors accessing data via the attack vector that is "HubSpot Employee". E.g. https://www.hubspot.com/en-us/march-2022-security-incident   Examples of other places or products that have this feature? Many, however the most recent I have is Okta (user directory/authentication)   Explaination Attacks via HubSpot Employee access are possible because HubSpot defaults to allowing HubSpot Employee access. This should be reversed, and the default should be OFF, with access being granted by a customer administrator only, and for a limited period of time after which it reverts to off.   Currently, customers have to remember to turn this setting off, and have extra procedures to check that it is off, which is unhelpful and unnecessary. HubSpots default position should be that their employees DO NOT NEED acccess to personal data stored by Customers.   Screenshots from Okta for illustration...   Note: Access can be extended to a maximum of 3 days.  If required the customer administrator can extend after 24 hours again (to keep a 3 day window open, it takes action rather than inaction). ...read more