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Do not allow non-admin users to access and view other users within the Portal.   If a user does not have the permission allowed for Account Access - they should not be able to view User and Team information!   For portals where we are supporting internal and external users, emails and access levels are displayed.   I see this being a significant security issue - for: 1. Sharing emails and contact details with users who should not have access to this information 2. Providing details for admin users that if a users account was compromised could be used to try and get other access        ... Afficher plus

Hello everyone, we are relative new to Hubspot, and we came from another CRMs software that are more "restricted" in allowing users to delete information. We know there is the option in Hubspot to restrict user permission to delete objects, like tickets, contacts or deals. However this is only a part of the equation, because they can still delete everything there is inside each object.   So far, we have tried 2 scenarios:   1) Make all users "View Only" - This scenario almost solved the problem for us, because with View Only permissions, a user cannot delete any "e-mail, note, os calls" inside the object. The only issue with that scenario is that is not possible to change the object status, like a ticket status for example, move through the pipeline, etc. So we had to throw away this idea.   2) Set all users to Edit only those objects they own. Is this case there is some level of security, because if a user own a ticket he can move through the pipeline, and other users cannot delete any information inside. However it's still possible for the owner to manipulate the recorded information inside, like, deleting e-mails, notes or calls. This is the scenario we are using, however not ideal for the standards of security we are used to in our company.   So, what we would like to see as a feature: a check-box with "Allow users to delete activities and communications". That would solve everything.   So far we have seen this idea have been requested several times by users: https://community.hubspot.com/t5/CRM/Is-there-a-way-to-prevent-my-sales-reps-from-deleting-notes-and/m-p/441910 https://community.hubspot.com/t5/HubSpot-Ideas/Colleagues-deleting-contacts-tasks-notes-etc/idc-p/440465 https://community.hubspot.com/t5/HubSpot-Ideas/Prevent-users-to-delete-activities/idc-p/440464 ... Afficher plus

Hey HubSpot,   We'd love to see something in the way of adding conditional logic as to WHEN somebody can edit a property rather than just WHO can edit/see etc   E.g When the Deal is Deal Stage "Pending Approval", properties such as "Conditions", "Amount", "Submission Date" cannot be updated.   This would allow for greater confidence and control around time crititcal processes and ensuring that information is not being incorrectly updated after a submission where details must remain the same for verification purposes etc   Ideally this would be similar to, but is not quite the same as User Permissions on Properties.   Thanks! ... Afficher plus

This issue has been brought up a few times in the Community, but it doesn't look like it was added as an Idea.   When an employee leaves, we deactivate their account in HubSpot. This allows us to preserve historic detail. This is great and something that we want.   However, the deactivated user is still available to be assigned as an owner of stuff. It should be possible to prevent a deactivated user from being assigned to anything after they are deactivated. ... Afficher plus

I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this. ... Afficher plus

The custom object is a really cool feature from Hubspot, but after creating multiple objects, as a superadmin, you start thinking, who from your team can have access to this object or that one. But UNFORTUNATELY, its not possible git give access to members of your team to specific custom objects.    Its either you give them access too all custom object or you dont !   And this is really problematic in my case. Any help would be greatly appreciated. ... Afficher plus

Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator.  You can only edit the views that are "Created by me".   For example if one Super Admin creates a "default" view for users, and it needs to be modified/updated, no other Super Admin can edit that View.  They have to do a clone and save it as a new View.    Yes, you can clone the original which preserves the sharing, but if that View was bookmarked by any users, that bookmark is now broken.  Same if the URL to the View was provided via email.   The ability to also change the "Manage Sharing" on existing views would be helpful also.   Additionally, the "Created by others" list doesn't show who created the View, so no way to contact the owner to ask them to make a change.   *Also, there is no good corresponding "Label" for the idea category for Views. ... Afficher plus

With more businesses now moving to cloud apps and businesses looking to secure these SSO should be available on some of the lower tiers not just the Enterprise tier. With the likes of Azure Active Directory, G Suite, Okta etc more midsized businesses are also implementing SSO not just top tier enterprises. The price difference between professional and enterprise is to prohibitive for a SME to use enterprise with Hubspot. Hubspot also feature on https://sso.tax as one of the worst offenders for price to enable SSO. ... Afficher plus

There should really be a native way to export the contact activity history in bulk to a CSV or excel file similar to other Hubspot fields. This would be a great way to organized and filter the user history for personalized marketing emails and workflows. ... Afficher plus