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Managing a large team of HubSpot users + employees, it'd be great to see what past roles / accessibilities have been, when they were changed or updated, and which Admin made the changes.   ... Afficher plus

Hi there,   We recently configured SCIM with Okta for our organization. Previously we had roles & rights assigned manually, including 3 of our Super Admins that also had a Sales Enterprise seat. In configuring SCIM, I assigned each of our Super Admins the corresponding role 'Super Admin'. However, once the provisioning was activated, they lost access to their sales enterprise seat. According to support, there is currently no way for a user to have both the super admin role assigned in Hubspot, as well as access to a paid sales enterprise seat, when SCIM is activated. Therefore my request is:   - Please create a super admin role that includes a sales enterprise seat or allow super admins to toggle the sales enterprise seat on or off for the role ... Afficher plus

There is no ability to filter a list of users that are active.  Over the years, many users have been deactivated and it would be ideal to have a filter options that removes deactivated, uninvited & pending to easily monitor login activity without all the noise of inactive users.  How is this not a thing?  🙂 ... Afficher plus

At the moment it looks like SCIM provisioning is only supported with Okta. https://knowledge.hubspot.com/account/provision-hubspot-users-with-scim-through-okta   It would be good to have either an integration for SCIM user provisioning with OneLogin or a generic SCIM bridge that we can use for setting up SCIM provisioning and security permission/group provisioning from OneLogin. ... Afficher plus

We heavily rely on HubSpot on a daily basis, working collaboratively with multiple team members. However, we often encounter an issue where links, texts, and other content disappears when more than one person is editing a note simultaneously. Is it possible for HubSpot to introduce a feature, such as an icon or a lock, that restricts access to only one user at a time? This would greatly enhance our team's efficiency and prevent content loss during simultaneous edits." ... Afficher plus

Hi,   As an admin dealing frequently with issues related to user permissions, I'd love to be able to "simulate" what the user can actually access and do. Example : user Ava Gardner says she can't communicate with contact James Dean. I do trust Ava but I'd like to 1) check what she sees 2) make the changes that need to be made - if any 3) check again that she can now communicate with James 4) let her know the issue is resolved.   Ultimately it would be great, not only to test and resolve issues, but also to test and ensure roles are set up correctly, or simply test Hubspot behavior on these issues as I found it sometimes confusing and surprising.   As of now, I have to switch between my admin account (to update user permissions) and a "simulation" profile on which I test with said user rights to make sure it will have the desired outcome - which is of course a pain, but can also lead to potential mistakes as I also use the CRM in a sales/marketing capacity (and end up logging info under the "wrong" profile).   Or I just update what needs to be updated and ask the user to check whether it solved the issue - and sometimes it doesn't > frustrated user.   Thanks ... Afficher plus

As of now, I only see the ability to change a Permission Set for Custom Objects as a whole. For example, we have Locations and Orders as Custom Objects. But we only want to limit editing Orders for a specific group and not Locations.  This would be great if it could be implemented. Thanks, Sara Vray   ... Afficher plus

Here's an idea worth considering:  A sale organization like ours has many Deal Owners that are out in the field.  They each have an assistant that helps them with various administrative tasks and pipeline management using Hubspot.  (The Assistants have paid seats in Hubspot Professional.)    We use workflows to send various notifications and Tasks assignments and Emails to the Deal owner.  But it would be SO MUCH BETTER to be able to notify the Deal Owner's assistant, rather than the Deal Owner.     I know I can workaround this by writing workflows with if/then paths based on Deal Owner.  (If Deal Owner is A, then send notification to User B...)  But mercy, that is a lot of workflow editing... and I have to edit EACH workflow everytime a new Sales Rep is hired.   All that cumbersome work could be avoided if there were an option to assign/notify/email a Deal Owner's Assistant.  It could live as a fourth option in the workflow edit below (in the blank space with orange circle.)       Of course, that means you'd need to set up a User Relationship tree structure of some kind, which I imagine would be an AMAZING feature add, for more reasons than I could think of.     But to start, here's a couple existing ideas that would be impacted by such an add:   Sales Assistant User Access Start a sequence on behalf of another HS user   What do you think, @glencornell? ... Afficher plus

With the release and enhanced functionality around business units, we see a need to assign business units on web domains/sub domains rather than brand domains.. The Domain interface indicates secundary domains can be set to a business unit, however on submission the BRAND Domain takes control.   Can the business unit /web assignment be diversified to levels lower than brand domain please? ... Afficher plus