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We have noticed that there are several options that are connected to a Super Admin meaning that we have to give a lot of people Super Admin access to complete the needed work.  Currently we have 31 active team members out of which we have 7 Super Admins because of set up issues, and now we need to add an 8th one.  Some features need to have customized access but without the need to give Super Admin access. Such features include, Sales and Marketing Hub, onboarding and offboarding. Why would someone who has a paid seat and full access to Sales or Marketing features need a Super Admin access, which gives them capability to access everything, when they only need it to create a Quote form? Why would someone who needs to onboard or offboard feature, have a Super Admin feature which allows them access to all set up and billing, when they only need to add or remove access? Some settings need to be reviewed in the background to ensure if someone really needs to see everything to create that feature.  It would make more sense to have an additional permission that allows for that feature creation without giving full access. ... Exibir mais

We've had several staff go on leave over the years and while they are gone we remove their paid SalesPro status, giving it to staff that cover for them, and then reinstate it to the original staff member when they get back from leave. The issue is when we remove SalesPro, features like multiple meeting links get deleted and have to be recreated when the staff member comes back. It would be nice to be able to pause a user so that everything just sits waiting for their return rather than causing more work to recreate things that we already created once before. Some people we know are leaving forever, others we know are gone temporarily and a pause feature would be so helpful for those situations. ... Exibir mais

Hi!  I am looking at setting up user access based on few properties. For eg - If I have product as a deal property, all deals with product value as "PD1" needs to be viewed only by managers of "PD1" and so on.  Although deal owner property helps us set this up, there are multiple scenarios where we want users from teams other than the deal owner, to view and access certain objects.   ... Exibir mais

I would like to see HubSpot make the User Persmissions functions more customizable for contact records.  Currently, there are only a few options: Owned Only, Team Only, Everything, and None.    Here's an example where this doesn't work.  - I don't want my my non-sales staff (admin, IT, finance, etc.) to view the lead/prospect contacts but I want them to be able to view client contacts.  - Lead/prospect contacts should only be seen by sales people. - All contacts are owned by sales people. So if I set "owned only" or "team only" access for non-sales staff, they will see zero contacts.    It would be great if I can set permissions by contact categories, e.g. customers, prospects, vendors, suppliers, partners, etc. regardless of contact ownership so that different staff from different departments can only have acess to the right category of contact recrods that is relevant to them.          ... Exibir mais

We have our HS sales pro to be set up so each sales rep can only see their own owned contacts and records.  Is there a way to set it up or an option that when a salesperson looks up an account or contact and it exists, but they are not authorized to see it, that it can display a message telling them they don't have access to that contact and that it exists at least instead of displaying nothing?  It is confusing to the user, because it looks like the record does not exist. ... Exibir mais

Our goal is to limit what certain users or teams are able to view on a contact page without completely removing the contact from view.   Our higher level sales team works with sensitive contact data that we don't want other sales team members to have access to, but for sales calls and dialing purposes, we still want these users to be able to make calls, create notes and score these contacts. ... Exibir mais

Today you can give access to Dashboard and reports, but I would like to split this to two. So I can give our reps possibilities to create a report but not a dashboard as we have a limitation on numbers of dashboards. ... Exibir mais

Hello,   Regarding recent Slack's acquisition by Salesforce it would be awesome if an alternative could be built by the HubSpot the team. Of course it would also require a cross-platform app 😉 All users could enjoy it, from Sales to Marketing, and integration with the full suite could be really helpful to quickly share KPI or records. ... Exibir mais

In my company, sales rep work on certain deals/companies together. We'd like the ability to have multiple contact and deal owners.     ... Exibir mais