Great minds think alike

It'd be great if we can grant specific users access to Target Accounts without having to give them access to companies/contacts. This is useful for working with external deamand gen contributors without having to disclose sensitive information regarding client names, etc. Thanks for considering it! ...read more

Users must be super admins to toggle between reps. There is no permission you can assign to a standard user that would grant them access to toggle between reps in the prospecting tool.   The only option is to set them as a super admin. It makes sense that not all managers would/should be admins. ...read more

We would like to enable key users to be able to add contacts to static lists and remove contacts from static lists but not be able to edit the contacts themselves.  At this time a user must have edit permissions on contacts in order to change their list membership (https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list).     ...read more

We have multiple business units in our account, but our marketing team for example works for all business units.      We would like to be able to set users standard to 'all business units': Currently this is only cookie based.  On a new device it opens up the main account again. Side note:  Before you could just handle this in a view, why this has been removed is a mystery to me and I honestly would also like to see that option back too. ...read more

Hi there,   We need the bility to restrict certain Contacts/Companys/Deals to certain uses only, for the purposes of Insider Information.   We already utilise the Team permissions but need the ability to restrict specific Contacts/Company/Deals that may be subject to Insider Information/Marklet Abuse etc.   Another option (if feesable) would be a 'restricted list' where the deals/contacts/companys on that list were restricted to certian users that we could determine. That would also require the ability to have mulitple restricted lists.   An urgent fix to this is desperately needed please! ...read more

HubSpot offers similar functionalities with restricting access to contact and deals. Having the same control over permissions to the lead object is necessary. ...read more

When exporting the list of users from your settings ("user table"), there are several properties that are available as filters, but are not included in the exported file.   Specifically, I would like to request that the "Invite Status" user property be included in the user export file.   We are a large organization with many HubSpot users, and therefore automate our user provisioning. Due to variable onboarding schedules, we often have many users at once who are in the "invite pending" status. This becomes a problem, of course, when a user is in a pending status for more than a few weeks.   As part of our adoption metrics, we look to determine the percentage of weekly/monthly/etc. active users. Since the user analytics tools cannot do this in the UI (yet!), we export the user list and report via Excel.    There are two key problems with the export function, as it doesn't behave in the way a list or index page export does:   1. All records will be exported, even if you have filters applied. For example, when you export a filtered index page, you can export just those records in your filtered view. So if I apply a filter to only show users with an "Invite Status = pending," that will not be reflected in the export. This is problematic for us because it will falsely inflate our total number of users when I'd like to only report on accepted users.   2. There is a lack of consistency between the properties shown in the UI filters and the properties being exported. The following properties are not included in the exported file:   Invite status (ironically, this is the very first filter listed on the page, and yet it's not included in the export) Access (this is included, but in the export it's called "Permissions") Calendar status Calendar sync Email status Extra teams (this is included, but in the export it's called "Additional teams") Main team (this is included, but in the export it's called "Primary team") Partner Scheduling pages Seat (the export does include a "Paid seat" property, but it does not specify which paid seat the user holds - it simply says "yes/no")   Additionally, when you generate an export, the shown properties are the same each time (and not comprehensive). It should beave similar to an index page or list export where you're asked if you'd like to include all properties or just those in your current view.   While gaining export acess to the "invite status" property is my primary objective here, I imagine it is quite frustrating for other customers to not have access to properties like "Scheduling pages" or "Seat" in their exports as well.   Please update the user table to behave more like an object index page, and more specifically, update the file export to align with the properties shown in the UI filters.       ...read more

Whenever a user is deactivated, the current best practice is to go through all assets individually and pinpoint where the deactivated user may be present (such as 'assign as contact owner' action in workflows). While it's easy to filter for objects deactivated users owned and bulk re-assign them, the deactivated user management for views, reports, lists, workflows, sequences, etc. is seriously lacking. It would be great if we had the ability to view/export all assets where a deactivated user is present! ...read more