クリエイティブな才能を開花させよう

The switch to user seats has impacted our ability to deliver data to stakeholders efficiently. Although these stakeholders only view reports/dashboards that I create and update for them, I have to use up a Core seat for each of them because for some reason, some of the reports are considered "marketing reports" and the permission to access those reports is not available for View-Only seats.    For some of them I have been able to set up automated emails of their dashboards, but for others it works much better for their workflow to self-serve access the dashboards as needed.    Please make available a view-only permission for marketing reports for users with view-only seats.  ...その他を表示

Currently, we have an individual user historic export available for each user but the activation date (and the unactivation date) for a paying licence is still missing. It will be very useful to have the activation date (and the unactivation date) for a user licence in the all users data export.  It will be useful for estimating the cost and the annual budget for each team defined in our workspace. ...その他を表示

I would like the ability to create Custom Permission Sets for View Only Seats. Currently, I cannot and am forced to customize the permissions for a user and then use that user as a template for other new users. ...その他を表示

Hello, As a user, i would like to get a "Teams" column in all HubSpot assets with same naming. Unfortunately, HubSpot misses consistency about teams in the assets displays :'( Assignments are...   ...visible on: contacts ("HUBSPOT TEAM" column) lists ("TEAM" column) landing pages ("TEAMS" column) workflows ("TEAMS IDS" column)   ...not visible on: campaigns (but "Teams" filter can help) emails (but "Users and teams" filter can help) forms (but "Teams" filter can help) files (at all) There might be different developers working on the differents assets... They should get aligned.   Please vote for fixing it! Regards, Yves ...その他を表示

Hello! I work for HubSpot's Customer Support department. I am working with HubSpot user Stephanie, and she has a great idea for a new feature for record customization! Currently, when a default view is updated, it does not automatically update these changes for all individual users. Let's use the "About this company" card as an example. Instead, users must individually navigate to a company record, look at the "About this company" card, and then press Actions > Customize Properties > Reset to system defaults. The feature request is to add a setting that allows changes made to the default view to update the view for all users in the portal, without them having to manually do so themselves. I know this would really help Stephanie in her use case, and I am sure there are many other users who want this feature! (see related community post). Thank you! ...その他を表示

We need to configure user permissions in HubSpot. Specifically, I want to set up the following rule: If the Company Owner is X, then Y should be able to view the company but not create a Deal for it. ...その他を表示

Similar to workflow tree structure.  It would be great if the teams functionality was displayed like this away from the folder like approach it currently is.  ...その他を表示

Currently within users profile you can add their Job Titles which can then be used as personalisation tokes in emails etc.    However it would be great for those users who are contact owners to also have the ability to add their bio in their profile which can then be oulled forward into marketing emails or alnding pages based on a contacts owner. This can then be self managed individually and easier to pull through using tokens. ...その他を表示

I am rather surprised this doesn't already exist, but I've confirmed with HubSpot support that it does not and they sent me here.    We are a Partner Agency and use Partner Admin access with our clients. When I need to add additional employee access to a client account, I do so through Partner > Client Access Manager. I am presented with the following list of permissions (below). However, I can't find a list of these permission sets anywhere to actually see which gives access to what features.    They said my only option was to update permissions and log in as the user and see what they had access to. lol. Seriously.    I'd like a list that shows "Developer" and all of the access they have, for example.    If you know of where this exists in the wild, I would love to see it!    Full list of permission sets in Client Access Manager:  Service manager Sales rep View only Partner admin Content marketer Standard user Marketing manager Sales manager Content Hub developer Developer Service rep ...その他を表示