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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. ... Afficher plus

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. ... Afficher plus

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.  ... Afficher plus

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.     ... Afficher plus

I am in a sales class at UWEC and have an assignment due at 11:59 p.m. tonight. I submitted my certification exam at 11:49 am this morning and scored 38/60, 7 points short of what I needed to pass. For some unkown and insane resason, I cannot take my second attempt at this stupid Hubspot certification exam until 11:49 pm tonight. And the best part, I will onlly have exactly 10 minutes to complete a 45/60 score on the exam and upload the certifcation to Canvas. Please fix this for me. ... Afficher plus

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. ... Afficher plus

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! ... Afficher plus

We often need to treat a team manager differently from other team members. For instance, we might want to automatically assign leads to the sales team but exclude the manager from receiving them.   Now that the user settings include 'management hierarchy' information, it would be extremely useful to leverage this in the workflow's object assignment function. This would allow us to assign tasks to team members while automatically excluding the manager based on their position in the hierarchy.   Without the ability to use this hierarchy information, we face two challenges:   1. Selecting Individual Users for Rotation: We have to manually choose specific users to rotate assignments among. This approach becomes inefficient whenever there's a change in team personnel, as the workflow needs to be updated each time. 2. Assigning the Manager to a Different Team: Alternatively, we might assign the manager to a separate team to exclude them from certain assignments. However, this doesn't accurately reflect the true team structure and can lead to confusion. By integrating the 'management hierarchy' into the workflow assignments, we can maintain an accurate team structure and ensure the workflow remains efficient even as team members change.   ... Afficher plus

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. ... Afficher plus