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Is it possible to develop a way to manage access rights on a property based on the value set on another property ? With a workflow ?   Ex. If "Property 1" is "value 1", then user rights will change ont this property.   Thank you ... Afficher plus

Hi,    at the moment only Super Admin users are able to set Qualified or Disqualified Leads to a different stage: https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-workspace#manage-leads   Please note: after a lead has moved to Qualified or Disqualified, only a super admin can edit the lead stage. We ask for a specific user permission to give Sales Manager users (Sales Pro seat) this ability, without giving them the "Super Admin" permission set.   Thank you in advance!   ... Afficher plus

Currently the only way for the Users to manage duplicates is to "view all companies and contacts" which is not something that is useful for Teams, espcially if you have Teams by country. So, the missing features is to allow each Team to manage duplicates that belong to their team only (they know their records the best).        ... Afficher plus

Manually creating permission sets can be cumbersome and prone to mistakes. A feature where users describe the role, and the system generates a suggested permission set, could greatly enhance efficiency. By displaying a customizable UI with pre-selected access levels, users would have a foundation to build on, reducing errors and saving valuable time. ... Afficher plus

The setting which allows for Users to not be assigned Tickets when set to away should be expanded to all ticket routing, including workflows. Any action that assigns ticket ownership within the helpdesk should have a toggle to not assign Tickets to Users who are not currently available. ... Afficher plus

We've noticed that when creating different custom Deal Record Views, while it allows you to assign the views to Team(s), it only applies to members for which that is their Main Team, not Extra Team. The issue with this is that I have a user who is a member of our "Master" team, and has "DPA" set as the extra team. We wanted them to have the general "Master" deal record view for most of our pieplines, but for one pipeline, the DPA pipeline, a view with different fields and Cards assigned to the "DPA" Team . But because his Main Team is "Master", they are viweing the exact same properties set for the Master Team, eventhough he is also a memeber of DPA. It would be great to have an option to assign Record Views not only to different teams, but also in general by Pipeline, since we don't always want the same Fields to be shown for different types of Pipelines. ... Afficher plus

The ability to only assign one Permission Set to a user, is very limiting.  If I have one user who needs access to a feature, but I don't want to give that to everyone from that team, I have to clone their existing permission set, add the new feature, and assign that to the user. We have just started using HubSpot, and the number of Permission Sets we need is getting out of control.     My suggestion is to have a Main Permission Set, and then allow Addtional Permission Sets to be assigned to a user.   Salesforce does this with every user having one Profile, and then allowing multiple Permission Sets.  Note, I know that i can have individual Permissions per user, but that is very unscalable and would be a nightmare to manage.   Additionally it makes it impossible to use SCIM for access control. ... Afficher plus

Super Admins should be able to move a single Deal out of the Pending Verification stage even if they are not an approver on the Deal. To move it, a Super Admin needs to turn off the approval process entirely, which removes ALL Deals from this stage.    ... Afficher plus

Currently, it is a major time-sink to create a new team with the amount of things that have team-specific assignments and the lack of centralized visibility into them. Any of the following would be a game-changer for this issue:    A page similar to Data Model, but for team/user based assignments, with the ability to filter out those that are assigned to all.    Being able to clone a team and for all assignments of the original to add the cloned team to their assigned teams.    Replacing the label "Assigned to users and teams" with the users and teams that are assigned or adding an additional column that shows them.   Adding a quick filter to Settings - Properties for selecting specific teams/users assigned to properties (and retaining the option to filter out properties assigned to all).  ... Afficher plus