Great minds think alike

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.     ...read more

If I create a customer User property, I want to be able to access this property in a non-User based workflow. For example, I've created a commission rate property on the User and I want to copy the commission rate value from the custom User property to a custom Deal property using a workflow.   Since the Deal Owner is a Hubspot User property type, I would expect to be able to access data stored on the user object. However, per the screenshot, only the following data is available.   ...read more

It would be great if we could use the Rotate Record Owner workflow action in more ways than a simple rotation tool. Some ideas would be: Rotate within a team - This can help team leaders/managers organise their teams better Rotate based on existing workload/ticket status - Tickets may stack up for one user if they are given bigger issues to deal with compared to another, so having a weighted rotation based on existing workload or even the number of existing tickets that they own in a specific status ("ticket status - new") would help mangement of these tickets Rotate based on dates/times - This will allow of shifts to be taken (part time workers, holidays & sickness would be covered too) and again help team leaders/managers to better organise their team's effiency Rotate records also look at manually owned tickets - Workloads can get inequal when users manually change the owners of tickets to other memebers if their teams, however the rotation tool will continue to hand out based on who recieved the last record Being able to report on Record Owner source - We use the rotate record owner tool a lot across tickets, contacts and deals. In some departments there are users who complain they get given less records given to them than others. However when we look closer at the details of the owner field we can see the reason is manual ownership changes. If we had a report to expose the information in the "ticket owner - source" part, it would save a great deal of time on the team leader/manager's side.   ...read more

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. ...read more

I would like to be able to turn off copilot while editing content. Right now, the copilot bubble appears every time I click in the text, and I find it intrusive and cumbersome. I checked with your support, and there is no way for an individual user to turn this off, only an admin can disable the copilot option for all users, and not individual users. ...read more

View only seats can review, analyze and compare emails. Shouldn't they be able to see our social channel too? Please add social to view only permissions so outide stakeholders can see the posts, their performance, and compare, etc. ...read more

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.  ...read more

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.     ...read more

Currently, admins can log in as users to see their views, but this process is time-consuming. In larger teams with varied permissions and team-specific views, admins frequently face questions like "Why can't I see X?" Adding a "View As" dropdown that allows admins to select any team member and see precisely what they see would save considerable time. This feature is already available in the sales workspace, so extending it across the platform would be incredibly valuable. ...read more