クリエイティブな才能を開花させよう

It would be REALLY great to be able to Restrict View Access from certain Contact properties based on a 'Team Only' parameter.   Right now, you can Restrict View Access to a Property based on a specified Team, however my business is not structured in a way that can use this effectively for what we need.   We have a layered business where sales persons are encouraged to train up other sales persons within the company. They do so in a hierarchical manner. Sales people are only responsible for the sales people under them directly, not those under another person.    We use Hierarchical Teams to organize this. Every Sales person has their own team, and a new sales person will be nested within another Team, so on and so forth.   I love the ability to restrict access to Objects based on 'Team Only'. It means our sales people will only see the Contacts that are relevant to them personally or within their nested Team's.     This is what I'm strugglin with. I actually need everybody to be able see all the existing Contacts, even if they are owned by people outside of their Team's Hierarchy, BUT... I only want them to see who owns the Contact. I don't want them to be able to access any info in the Contact record itself unless the Contact is owned by them (their own Team) or a Team nested under them specifically.     Can Hubspot extend this 'Restricted View' functionality to Properties in general, much like it exists for Objects in general?   PLEASE & THANK YOU 😊   ...その他を表示

I have found a flaw in the system. We let someone go, and I went into their account impersonating them so that I could remove the email alias to assign it to someone else. Only one person can have the alias. Support told me I am not able to do that and I should just login into her account. I am able to add the email alias while impersonating someone so why can't I remove it? Each account is basically forced to set up two factor, which then sends a code to someone who was let go. I should be able to remove things like this impersonating a person.  This seems like a big flaw for super admins and if people are let go and we need to get into their accounts and be able to clean it up.    From Support: I don't have anything that definitively says whether or not it will work. My guess is that you would have to remove H entirely and that simply deactivating wouldn't work. Your IT team doesn't have access to H inbox? If yes, they should be able to reset the password with access to her inbox. I would like to note even if we reset the password, it will send the two factor code to this person who was just let go. Doesn't make sense.  ...その他を表示

A "Clone Permission Set" feature would allow administrators to quickly and easily replicate the permissions of an existing user or permission set, saving time and reducing the likelihood of errors. This would be particularly beneficial for organizations that have multiple users with similar permissions or that need to create new/existing user accounts frequently. I believe that implementing a "Clone Permission Set" feature would greatly enhance the user experience of HubSpot, and I strongly recommend that your team consider adding this functionality to the platform. ...その他を表示

We need a field to allow users to enter and manage their job title. This will help to enhance the Preset of email signature. ...その他を表示

Emails from HubSpot (with GDPR enabled) include a link to unsubscribe. If you click on the link, you get a web page which asks you to input the email address to be unsubscribed. Here's the thing: the website will allow you to input ANY email address.. and if that address is in our database, the address will be unsubscribed.   I don't understand why HubSpot would make the feature this way, so open to abuse. Why not simply use a unique key from the original email .. so we are pretty sure that the person unsubscribing is indeed the true owner of that email address. ...その他を表示

As an admin user, we cannot see or view what the user sees or views making it rather difficult when testing or helping users and problem-solving through their issues - would be great to have the ability to view their settings from their eyes and see what they can see/view.   ...その他を表示

Right now, it's possible to create a specific view for a team, but I would like to be able to create a view that is associated with a role, as we have sales teams with this role in each team, but I don't want to put this role on the same team as they would have permission to edit each other's stuff.  I would just like to have a specific view for that role.   ...その他を表示

I receive an Excel file from SharePoint every month containing a list of company personnel.  Is there a way to automate or import this list, add to HubSpot any new employees that are in the list but not in HubSpot, and remove anyone as a HubSpot user that is not on the list.     Also in the settings page, is there a way to sort the list of users by last name?  For example, it would be nice like in Contacts>Contacts to add a column such as last name in order to sort the users. I have to always adjust my file to sort by first name.   ...その他を表示

After I turned off all the permissions of a user, they still can see marketing tools like chat flow and account setting. It is better if we can limit someone else permission to none of the Account Setting, Marketing, and Service Tools (not even the view option).   Companies that are working with third parties who are doing work for them, but are not full-on employees of the company that we'd like to keep segmented away from sensitive data?   They would like to restrict the contact information of each other in the portal.   This will give HubSpot and its partners to go into the industry that is working with Sales Agent (e.g. Insurance).   I think some CRM possess this kind of feature. ...その他を表示