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As an admin user, we cannot see or view what the user sees or views making it rather difficult when testing or helping users and problem-solving through their issues - would be great to have the ability to view their settings from their eyes and see what they can see/view.   ... Afficher plus

Hi all 🙂   Our IT-department manages all our user-accounts within the company tools via ADFS. Currently we don't have Hubspot connected for SSO to our ADFS environment (this requires the enterprise edition and for us that's too big a step. Still, our IT department is the perfect team to manage all users and their rights within Hubspot. They can restrict or manage access (for example when employees leave the company or switch roles within the company.    So I was looking for a way to add them as users within Hubspot in order to have them manage users, teams, rights and roles in the future. However, Hubspot currently allows users to only assign the rights they own themselves to another user. As a result this requires an IT-user to have all rights (or even be a super admin), which from a security perspective is not desirable. it results in  mulitple super-users (or even super-admins) capable of (potentinally) messing with the entire system.   NOTE: I noticed that assigning rights for specific features is often not only assigned to IT but also to a specific user within the business as IT not always has the in-depth knowledge to oversee the consequences or desirablility of assigning a specific set of rights to a certain user. I consider the 'head of marketing' the owner of the CRM/Inbound process and as such the super admin of our Hubspot environment. Assigning IT to manage accounts in this situation functions as a fail-save and back-up to the super-admin and is also the structured place where accounts are set up when new employees enter the company or colleagues leave the company, etc. Howeve, having multiple super-admin accounts results in a bigger security risk.   In order to minimize that security risk within a single hubspot account in our environment, as a super admin I would like to be able to split the functional rights from the capability to create, manage, invite and (de-)activate users, group them into teams, configure roles and assign rights or roles to users or teams. the ideal scenario here is that an IT-user can be configured with no functional rights assigned other than the rights to manage users (etc.).   Does that make sence? I look forward to hearing more ideas about this (or suggestions on how to make it work. ... Afficher plus

TEAM INBOX - ASSIGN to ALL TEAM MEMBERS   Currently, in Conversations Team Inbox, an email received to a team email, can ONLY BE ASSIGNED to ONLY 1 person (i.e. you CANNOT ASSIGN email to all TEAM MEMBERS).    REQUEST IDEA:  - ENABLE functionality so that in Conversation, an incoming Email to a TEAM INBOX --> can assign email TO ALL TEAM MEMBERS     ... Afficher plus

Have the 'away' setting apply to automatic email routing as well as chats. This would allow for individual reps to put themselves as 'away' (e.g. when on annual leave) and any incoming emails to be automatically distributed between available reps. This will save time having to go and unassign emails from reps who are out of the office. ... Afficher plus

Would be helpful if a team task could be checked off by individual assignees without the task marked as completed by all. ... Afficher plus

Figer une valeur dans HubSpot permettrait qu'un API ne puisse plus modifier cette valeur.  ... Afficher plus

It would be nice if we could have more control over user permisions. What I am specificly looking for is a setting where users can creat contacts but can't edit the contacts properties.  It's  just a way of keeping everyone honest so that we can follow the story of each contat as they go thorough the pipline.  ... Afficher plus

Attachement is a great feature that allows to store many documents. However not all documents should be opened to all users. It makes sence to keep all documents in the one location but it should not be opened to all user. I would like to see some type of user level assignment for each documents.  (Sensitive documents: Photo of personal IDs, business contracts, HR evaluation documents etc. ) ... Afficher plus

Users and teams can be "assigned" to different properties. It would be nice to have the same feature but on the group level. This eliminates one less step when creating new properties or moving old ones. In either case, an admin would need to determine whether the group should have restricted permissions and then update user assignment for the new/moved property. Additionally, if you assigned users to properties within a group the properties will retain the assignment if moved to another group, even if the restrictions are no longer necessary. ... Afficher plus