Great minds think alike

Permissions which give people like Board members access to dashboards and reports and deal pages and lists without giving them access to all the emails and contacts information.  ...read more

Hi   The current permissions of workflows (view, edit, delete) doesn't make a lot of sense to bigger organizations. A user can either do everything or nothing. Not every user should be able to create custom code actions, send webhooks, deleting contacts, create records, set/clear property values etc. in workflows.    I want to be able to give my users access to workflows to send automated emails (lead nurturing) without having to worry about them messing up with our HubSpot portal.  ...read more

Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they support.   Ideally, we'd be able to create roles for units and assign them to users based on which team they're a part of at our organization.   I'm not seeing any work-arounds for this, or any way to assign a user to a particular unit, which is somewhat disappointing and defeats the purpose of much of what we needed business units for. ...read more

Hi!    To my knowledge, it seems like it is not possible to prevent users from removing/editing a record's associations as long as they have access to edit HubSpot records. However, in our use case, we would like for users to be able to edit company records, but not their associations.     Is it possible to somehow restrict this through either permission sets or another solution?  ...read more

It would be very useful and helpful if super admins were allowed to edit views created by other users. If a view created by a user currently needs to be customised, we have to clone the view, edit it and delete the original view. As super admins, we also provide many centrally managed views for all users. However, only the creating super admin is allowed to edit these, which always causes additional work. ...read more

At present Hubspot does not appear to have rules for Custom Objects. This is a feature that was introduced in February 2023 for Deals. This feature 'locks' the editing access on Closed Deals to View Only and only allows Super Admins to change these fields. This is an essential feature for Deal but this feature doesn't exist for Custom Objects. Once a Custom Object is moved to Closed we need to be able to limit editing access to Super Admins, the same as Deals. My company is an works in the insurance space and we have a Custom Object for insurance policies. Once a policy is moved to closed we need to be able to restrict the editing access to all those properties. Otherwise anyone can accidentally change the properties which can create significant issues for us. ...read more

It'd be great if we can grant specific users access to Target Accounts without having to give them access to companies/contacts. This is useful for working with external deamand gen contributors without having to disclose sensitive information regarding client names, etc. Thanks for considering it! ...read more

Users must be super admins to toggle between reps. There is no permission you can assign to a standard user that would grant them access to toggle between reps in the prospecting tool.   The only option is to set them as a super admin. It makes sense that not all managers would/should be admins. ...read more

Hello, I'd like to request adding a custom availability for team members and multiple time zones support for round robin meetings.   We have team members scattered across the world.  In ideal case we want clients being able to book a meeting with us 24/7 and have the meeting assigned to whichever team member is awake and available at chosen time.   We had this option with Calendly and it worked really well. I think in today's virtual world where borders no longer apply this is a must.  Thank you 🙂 ...read more