Great minds think alike

My customer needs to restrict some users from merging deals based on their role. It is necessary to implement more customizable permissions in HubSpot, as the only way to achieve this is by setting the edit permissions as None, which is not the desired outcome as the team members still need to update the records. There should be a explicit way to restrict/grant users access from performing actions on the CRM like merging records. Thanks! ...read more

With HubSpot's settings getting increasingly granular over time, requesting access to client portals is also becoming a bigger point of friction. Instead of having to supply a laundry list of permissions detailing every tab and toggle clients must enable when adding users, it would be much easier to allow the new user to specify which permissions they need within HubSpot itself, then a client or portal administrator can simply "accept" or "deny" those permissions, similar to requesting "edit access" in Google Drive applications. ...read more

Custom Owner Propierties work well for Users and Permissions; when assigning the following permissions to a user [See Contacts > Team only], HubSpot takes into account users from HubSpot User Property + User Custom Properties.    However, it doesn't work well when trying to filter a list or a report by Owner or Team properties; some examples:    1. When trying to filter contacts by Owner, it's only taking into account official HubSpot owners and no owners from custom owner properties.  2. When trying to filter contacts by Team, it's only taking into account official HubSpot owners and no owners from custom owner properties.  3. When trying to filter dashboards or reports by Team, it's only taking into account official HubSpot owners and no owners from custom owner properties.    I th would be great if Team/Owner filters take into account users from custom properties. Custom user properties are essential for big companies that share customers between Business Units (same Contact/Company, different owners).   ...read more

One of the big reasons for Roles in Hubspot is to save time! With that said, many times, roles are very close to each other in the permissions you set but, only need a few tweaks here and there. It would be nice to set a base Role, clone it, and then tweak it to your heart's content! Agree? VOTE IT UP. ...read more

Our sales team does not have access to export contact records, but they do need the ability to export reports. The current permission is all or none, so now we (marketing admins) have to pull the reports and send it to them. It would be great to modularize these permissions. ...read more

This feature is for account Super Admins to directly edit User Accounts without requiring individual users to log into HubSpot. For example, I have a team of six sales reps. I have intentionally avoided sending them an invitation email to HubSpot since I am the only person who needs access (Marketing) to our company account. I want to send personalized emails on their behalf and assign contact ownership for various outreach campaigns (monthly newsletters/nurturing/etc.) based on their owned contacts. Currently, HubSpot only allows me (the Super Admin) to create a User Account with an Email Address and doesn't offer any other User info editing access (cannot add their first name, last name, profile photo, etc.) for a User's profile without that User logging in and creating their account in HubSpot. This feature would save loads of time without requiring Account Users to directly log into HubSpot, especially if I do not wish to grant them access to our Company Account. Please consider adding this feature soon. Thanks, Andrew ...read more

It should be possible to give different levels of access to Workflows.   I would like to be able to give my reps access to view workflows, but not edit them. Some reps I would want to give edit access, but not access to run them.   My ideal scenario would be:   READ: - See workflows   WRITE: - Edit non-live workflows   REVIEW: - Edit, review, and run all workflows ...read more

Currently you only have the option in HubSpot settings to either grant or not grant social media access. This should be further defined by team, buisness unit, brand or country ... etc.   Use case: A portal has several countries each with multiple brands and team leaders per country. Each country has a person who posts to social media and therefore has access to the tool. However, they have access to ALL connected social platforms for all brands and countries - it is therefore very easy to accidentally post under an incorrect country or team's social platform.   Only the Super Admins (or other defined user role) should have the 'master' access to see all platforms across all brands and countries.  ...read more

I love to see Projects, not just a task list also with the possibility to use a Gant chart and visualise all tasks in a  timeline. Both in Projects and Campaign would replace the need for Monday or similar SaaS tools for marketing planning.  Would be great in using the function of the projects for Product Marketing and sync all our product launches in one tool!  The elements within a Gantt chart can be grouped into four categories: resources, milestones, tasks, and dependencies. Resources: Project managers must have insight into what resources are needed for tasks outlined in a Gantt chart, in order for each to be completed on time. Milestones: Along your timeline, there will likely be milestones, both small and large, that must be hit in order to keep your project on track. A milestone for a blog launch might be, “Blog post draft due on 5/30.” Tasks: There are specific things that need to be completed along the way of your project. In our blog post example, a task might be, “Edit blog post.” Dependencies: Tasks on your Gantt chart will be related to each other, for example, the editor won’t be able to complete her task of editing the blog post until the writer has met their milestone and submitted their draft on 5/30. These are dependencies and should be noted in your chart. https://blog.hubspot.com/marketing/gantt-chart-example ...read more