Gute Ideen sollten geteilt werden

Create a top tier permission higher than super admin. Other apps have an "Owner" or "CEO" level that has full access whereas super admins are restricted from making business-related changes like upgrading the account, deleting the account, backing up the entire data file, etc. Not only would this mitigate the risk of having 3rd party contractors work in a company's instance of HubSpot, but it would/should allow companies to edit the super admin permission set. For example, to give an email marketer permission for enough things I have to make them a super admin. And to give a specialist for automation/workflow for objects I also have to make them an admin. Super Admins are too rigid as an all or nothing permission set. ... Mehr anzeigen

It would be great if we could set permissions for users to only be able to view specific lists and send marketing emails to specific lists. ... Mehr anzeigen

My client, a large enterprise with a substantial contact base of over 300,000, is currently facing a critical issue. I've spent a significant amount of time today manually building a list to locate all contacts owned by deactivated users. This is a pressing matter that needs immediate attention to get these contacts back on Sales' radar.   Due to the business's size, there are dozens and dozens of deactivated users. When I add another person to the list, it automatically regenerates the preview. The list is quite long so the UI is grinding to a halt and bringing Chrome to its knees.   If I save the list, I have to start over selecting users. The window that shows users is too short...it only shows a few people at a time. And each time I hit 'load more' I only get a handful added to the list. This is tedious.   We need a way to build a list only after all criteria are added and not be forced to wait on these immediate previews.   We also need a user management screen that shows: Users by active/deactivated status Number of contacts assigned to each user currently A system alert that notifies the admin(s) that this condition has occurred and to resolve it asap Having a way to reassign contacts with a workflow or other automation method from a deactivated user to an active one would be extremely useful.   This is painful right now. ... Mehr anzeigen

Problem - Today we cannot mass update extra teams for multiple Hubspot users.     Solution - When you select users using 'advanced filters' & select 'more' - it would be great to be able to mass update users 'extra teams' ... Mehr anzeigen

I know I can edit my conversations based on availability status to assign them only to available team members, but it would be great to have the same flexibility with assigning new contact owners as well. This way, new contacts coming into the CRM will only be assigned to available team members. ... Mehr anzeigen

When setting property access, being able to implement a hierarchical team structure where a main team encompasses multiple sub-teams. This structure allows for streamlined permission management. Instead of assigning access rights individually to each sub-team, you can assign permissions to the main team, and these permissions will be  automatically inherited to all nested sub-teams. ... Mehr anzeigen

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).     ... Mehr anzeigen

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! ... Mehr anzeigen