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We have a large number of users with frequent turnover, so we're often deactivating users.   Because we cannot filter incomplete tasks by deactivated users only, we have modified our process to delete, complete, or reassign any assigned incomplete tasks prior to deactivating a user.   In the UI, incomplete tasks assigned to a user will appear in the section at the bottom titled, "Review user's records and assets." The number shown will specifically reference the number of incomplete tasks. When clicking on the number of incomplete tasks, or clicking on "View all," however, you are taken to a page of ALL tasks assigned to that user.   If the user detail page is specifically showing incomplete tasks, it doesn't make sense that clicking on either/both of those links would not filter down to the incomplete tasks as well.   Because "task status" isn't shown as a quick filter at the top of the index page, it's especially annoying that each time, I have to go into "More filters" and add "task status = not started" to find the lingering incomplete tasks I need to address before deactivating the user; completed tasks will always default to the top too. This adds a ton of unnecessary clicks and really slows down the user management process.     ... Exibir mais

I notice when I Clone an existing Permission Set, it moves all the users to the new Permission Set.   This is strange behaviour, I think the normal use case, is we have one permission set, we would like to use for a new group of Users, so I start with an existing Permission Set, and make a copy of it with a few tweaks for a different set of users.   Otherwise, why wouldn't I just edit the Permission Set? Currently I have to remove all the existing users one by one, then create the permission set with the correct users. I think by default the cloned Permission Set should not have any assigned users. ... Exibir mais

With the new change, users can edit but not view records if they are selected on a custom user property. If someone can edit a record, they should be able to view that record. This is creating a mess in our system since we often have several users on records, and they are not able to see those records anymore. The only way to allow them to view those records is by assigning view permissions for the relevant objects to "All records", which is a security risk.  ... Exibir mais

We would like to restrict visibility of our Subscriptions in HubSpot for most users, but currently, this isn’t possible. Unlike other objects, there’s no option to disable access or limit visibility to only the subscriptions a user owns.   We’re aiming to grant external users access to our HubSpot account, and this limitation is our primary roadblock.     ... Exibir mais

Hi HubSpot Community, We’re currently assigning each lead to three product managers for products X, Y, and Z. We’d like to restrict visibility so that only these assigned managers can view the lead, preventing others within the same product line from accessing it. Does HubSpot offer options to limit access or adjust visibility settings for specific users assigned to each lead? Thanks in advance for any guidance! ... Exibir mais

At the moment the audit log allows us to see which user created or updated a record but we can't see a log of who viewed which record.   This would be required for data security and privacy audit. ... Exibir mais

Currently, either providing full access of a contact to a certain user/team or not giving access at all is what's possible. The proposal here is to find a balance where a User/Team that perhaps is not owner of the contact, should be able to at least see the name and be able to associate to other Objects but without seeing the whole details of the contact. This brings privacy on one hand, scalability on the other hand because you can still maximize one of the main uses of HS which is the association between objects without having to open the whole cards and perhaps share sensistive data to other team members that don't need to see certain information. ... Exibir mais

Our team heavily relies on custom views in deals to see relevant properties, but only the owner is able to make updates to these views. I'd love to be able to have my team make edits to the views and apply it so the rest of the team can see these updates.  ... Exibir mais

Yes, I am aware that in a subscription based model certain features are gonna be locked away behind higher pricing tiers ...   However, I think that this feature is too elemental for admins of even small team sizes to be accessible only via an Enterprise subscription.   I'd love to see Hubspot make the lifes of probably tens of thousands of admins just a little bit easier by downgrading the subscription level requirements of this specific function. ... Exibir mais