Las grandes mentes piensan igual

Anonymous · ‎ene 8, 2021

Just found out that the SSO feature is restricted for one domain only per account and I believe it could be useful to allow it for many domains at the same time. In most cases there are many parties involved in the account so this feature should provide the SSO functionality for each domain.

GDover · ‎ene 8, 2021

I need a quick way of exporting the list of users in HubSpot so I can regularly check with HR that all of these people are still working here. At the moment I have to copy and paste each line.

smulhollen · ‎ene 5, 2021

We use goals to enter a monthly quota for sales reps. Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals. I have to manually enter each month for them. Would love to import the whole spreadsheet.

NSeter · ‎ene 4, 2021

As a super admin I would be very benefical to see whom in the company/team that has successfully connected their outlook or gmail with Hubspot

BSheck · ‎dic 23, 2020

Right now, the only options available are "Edit" or "Delete," and I think adding the ability to duplicate a Role would be useful because it would allow you to efficiently set up multiple Roles that might be similar but with very specific tweaks to access, rather than having to start from scratch when setting up each Role. (I think this same "duplicate" functionality might also be useful for Teams.) Thank you.

paytek_haley · ‎dic 22, 2020

It would be super useful as an admin / someone organizing HubSpot to be able to toggle between what different roles and users can see, without reassigning yourself a new role and losing your permissions. For example, on the "sales" role, what do my dashboard, records, etc look like? This would make it easier to adjust properties and settings for reps, or to train (because then we could show our screens and they would see the same things.)

sgraci · ‎dic 1, 2020

There should really be a native way to export the contact activity history in bulk to a CSV or excel file similar to other Hubspot fields. This would be a great way to organized and filter the user history for personalized marketing emails and workflows.

liberworm · ‎nov 22, 2020

It would be very helpful to be able to export a users lists along with what teams they are on, their roles and/or permissions. In order to do a user audit now I have to look at each user separately and create a spreadsheet by hand. Not the most effective method as we get larger and onboard more teams into HS.

jlanton · ‎nov 18, 2020

It would be nice to communicate to all users/teams via hubspot internally or be able to export a list of users. We actively send messages out to update/clean the CRM on a regular basis and there is no easy way to always have an accurate list of users.

Makoto · ‎nov 17, 2020

https://knowledge.hubspot.com/jp/account/restrict-edit-access-for-properties エンタープライズ版では、プロパティ単位で編集権限のON/OFF設定ができますが、こちらを編集だけではなく閲覧も設定できるようにしてほしい。背景としては、 HubSpotのコンタクト情報を自社だけでなく、代理店やパートナーとも共有したい熱い要望を大手企業様からいただきました。コンタクトのプロパティには代理店には共有できない機密情報が含まれているため、それらを閲覧できないようにできないかという要望です。コンタクトの抜粋情報をメール化して代理店に送信するやり方もありますが、HubSpotにログインさせ、アクティビティーログなど生の情報を見ていただくことで、より代理店連携しやすい環境を作りたいという意図があります。 HubSpotがエンタープライズ向けにパワーアップしていく上で必要な機能だと思いますので、どうか対応の方お願いいたします。

Las grandes mentes piensan igual

Allowing the SSO feature for many domains at the same time

Ability to export list of users

Import Goals

Admin view of connected email inboxes

Add a "Duplicate" function to Settings > Users & Teams

Toggle between roles/permissions as admin

Natively export contact activity history

User Audit / Report or Export

Send Message to All Users/Teams

プロパティの権限設定を編集だけではなく閲覧も設定できるようにしてほしい

Entregado Recientemente

Recientemente en Beta