クリエイティブな才能を開花させよう

I have technical users with access to tickets, companies and contacts only. When they open a company, they are able to see the Deal Card on the right-hand side of the screen, with the amount of the deal. For obvious reasons, they should not be able to see any financial information for the client, and even though they don't have access to see any deal, they can still see the Deal Card on the company page. Can you please remove this card, or atleas hide the amount on the card?     ...その他を表示

Some integrations can process sensitive information. It would be nice for the Admins to be able to restrict access to certain integrations for a group of users for example or just one person. This could be through the "Permission sets" settings or the apps integrations settings or even the ability to remove the integration view for certain users from the right pane in contacts and deals. ...その他を表示

PROBLEM: We have managers in Hubspot who needs to see all the fields and sections across all teams. However, Hubspot sidebars are assigned by the user's primary team. This is great, except it doesn't work when we have managers managing multiple teams.   Example assignment: Primary team: Sales Additional team: Enterprise, Commercial, SDRs   In this case, the manager can only see the left sidebar for Sales.    IDEA A possible solution would be to set conditional sections by Hubspot User. When Hubspot user is X, then show X.   ...その他を表示

This issue has been brought up a few times in the Community, but it doesn't look like it was added as an Idea.   When an employee leaves, we deactivate their account in HubSpot. This allows us to preserve historic detail. This is great and something that we want.   However, the deactivated user is still available to be assigned as an owner of stuff. It should be possible to prevent a deactivated user from being assigned to anything after they are deactivated. ...その他を表示

Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they support.   Ideally, we'd be able to create roles for units and assign them to users based on which team they're a part of at our organization.   I'm not seeing any work-arounds for this, or any way to assign a user to a particular unit, which is somewhat disappointing and defeats the purpose of much of what we needed business units for. ...その他を表示

Do not allow non-admin users to access and view other users within the Portal.   If a user does not have the permission allowed for Account Access - they should not be able to view User and Team information!   For portals where we are supporting internal and external users, emails and access levels are displayed.   I see this being a significant security issue - for: 1. Sharing emails and contact details with users who should not have access to this information 2. Providing details for admin users that if a users account was compromised could be used to try and get other access        ...その他を表示

Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below).   This is problematic and causing us considerable pain because some users need full access to multiple teams, e.g. an individual who is multi-role, or management/supervisory staff who need to monitor what goes on in the team. This is particularly true in smaller businesses. The one primary team restriction seems unjustifiable .   Restriction's on 'additional team members': https://knowledge.hubspot.com/account/assign-users-additional-teams These users will not be included in any team reports, routing rules (e.g., conversation routing rules), team notifications (e.g., form submission email notifications to a team), or workflow rotation actions. They will also not be able to view any custom records views set up for the team.   The solution is to allow users to be primary members of multiple teams.   Any feedback? ...その他を表示

I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this. ...その他を表示

It's great that HubSpot supports several different types of 2FA including authentication apps but most of these are phone based. Phone based systems are increasingly vulnearable to hacking (digitally, physically, and human engineering). While no system is perfectly secure nor perfect for every use but hardware based solutions like Yubikeys are an affordable highly secure way to implement 2FA. Please support Yubikeys! ...その他を表示