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Some misguided product release has changed the Users and Teams index to removed an important piece of functionality that supported quick security reviews. Previously, when navigating to Settings → Account Management → Users and Teams, users with access to the user table could see a shield icon with a check mark directly in the user index indicating whether a user has Two-Factor Authentication (2FA) enabled. This allowed administrators to quickly scan through the user list and identify anyone who had not yet enabled 2FA. As of today, that indicator is no longer visible in the user list. To determine a user's 2FA status, administrators must now open each individual user record to locate the symbol. Because 2FA status is not stored as a default HubSpot user property, it cannot be used as a filter in the index. The presence of the icon in the user index previously provided the only practical way to quickly review multiple pages of users (typically 100 per page) and identify accounts without 2FA enabled. While I understand that a new Security settings page now exists, this change removes an efficient administrative workflow. Security doesn't show that all users have 2FA set up (ie. green check/complete/all good/something). The previous indicator in the Users and Teams list allowed for fast visual auditing and should remain available where administrators manage users. I’d like to request that the 2FA indicator be restored in the Users and Teams index and that similar regressions in administrative functionality be avoided in future updates. What was a simple scan of 3 pages has now turned into 410 clicks to review user records. ... Afficher plus

We have a CRM data quality team that needs super-admin level access to our CRM data, but they should absolutely not have the ability to access or edit marketing emails, social posts, or our web site in content hub. In the current seat structure, we have no choice but to provision them full super admin access.   We first tried giving them as much access as we could without being a super admin, but they remain unable to manage property access (which is one of their main projects). This is a big issue for our team. We now have to carefully monitor that this user does not inadvertendly bring down our public-facing web site, send mass communications, or post on public social media channels.    Being able to make them a super admin of only CRM tools/Sales Hub would solve this problem. Alternatively, being able to edit manage property access without being a super admin would work as well. ... Afficher plus

I'm working on a project that started with Production and a Legacy Sandbox. A lot...and I meant almost a full year...of changes went into that Sandbox. We used a 3rd party tool to attempt to move all the customization and configuration to Production. It wasn't great, but we worked through all the issues and misses.   Once Production was validated we created a new Standard Sandbox. Which was very disappointing because a large amount of the customization that has now been built twice (once in Legacy Sandbox and again in Production) did not show up at all in the new Sandbox.   I welcome all HubSpot users to use this thread to ask for a 100% replica of Production when building Standard Sandboxes going forward. Please use this thread to note anything that gets missed when you build your Sandbox and ask HubSpot to account for it.   The new Standard Sandboxes do not bring custom layouts down to the new Sandbox. This is a HUUUGGEEE miss for the project I'm currently on. We have massively configured Team layouts for Deals and so many Custom Objects.    While I'm pointing out things that are missing:   Teams Also the rules for which Teams can update certain properties were removed because there are no Teams? Now I have to go through approval properties with a fine tooth comb or risk overwriting them in Production when I deploy back? This has yet to be determined. Permission Sets Notification Presets In this particular custom solution and configuration, we relied on these items and their capabilities to provide a solution to the client. To have them ignored and having to spend time rebuilding them for a 3rd time is not going to be a fun conversation to have with the client. ... Afficher plus

At the moment, the export permission is universal, meaning that if a user has an export permission, they can export literally everything out of Hubspot.   With rampant data breach via social engineering, this poses a great risk for organizations with a large amount of personal data stored in HubSpot.   Ideally, we should be able to choose what kind of data can be exported out of HubSpot. For example, only reporting or only companies but not deals and contacts, etc. If we can set this up per object, that would be perfect. ... Afficher plus

Allow super admins to controll who has access to AI features and who doesn't. Make it like permissions on the users and teams function.   ... Afficher plus

I'd like to restrict who can be a Contact Owner and who cannot.  At the moment, any Hubspot user can be assigned as Contact Owner. I'd like to only show certain users as options for "Contact Owner". Is this possible? ... Afficher plus

This idea request addresses the recent updates regarding the idea post: https://community.hubspot.com/t5/HubSpot-Ideas/User-permission-settings-for-the-Line-Item-editor-Quote-tool-not/idi-p/858742   Previously, when line item columns were edited, those changes would apply globally across the account. The recent update has altered this functionality, which effectively safeguards against non-admin users making widespread modifications.   Nevertheless, this feature was beneficial for larger accounts that require the ability to implement account-level edits without needing to coordinate with individual users for updates.   In light of this, we would like to propose a feature that enables admins to retain the ability to make account-level edits to line item columns. Implementing this at the settings level would greatly benefit large organizations, similar to the "record customization" tab available for other objects, allowing super admins to effectuate account-wide changes to these views. ... Afficher plus

Currently, Hubspot does not support visibility level for orders while setting up the permission set. It would be great to have visibility level added similar to other objects: (Their Orders, Their Team's Orders, All Orders). Deals permissions Orders permissions ... Afficher plus

I have been working with hundreds of clients in HubSpot for over 10+ years and user experience has been the top reason HubSpot is amazing. Though one thing continues to make this challenging and that is the main Sidebar menu HubSpot makes every user have without any ability to customize.   So simply put we want the ability to customize what shows on the sidebar based on things like Teams and Permission Sets. For example if a Sales Rep drops in they dont need to see the Marketing tab. Or things like Data Management.   ... Afficher plus