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I know I can edit my conversations based on availability status to assign them only to available team members, but it would be great to have the same flexibility with assigning new contact owners as well. This way, new contacts coming into the CRM will only be assigned to available team members. ... Mostrar más

When setting property access, being able to implement a hierarchical team structure where a main team encompasses multiple sub-teams. This structure allows for streamlined permission management. Instead of assigning access rights individually to each sub-team, you can assign permissions to the main team, and these permissions will be  automatically inherited to all nested sub-teams. ... Mostrar más

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.  ... Mostrar más

Problem: When editing default sidebar view by adding/removing cards, the order becomes locked for individual users to edit their view.   Proposed solution: Have the ability to still move the cards shown on the 'trimmed/selected' default view   More detailed description: We are looking to have the functionality of removing/adding cards on the default right-side bar view, but still have users move them individually. When working across a large organization with many types of stakeholders in Hubspot, it is important to be able to help set a default but allow our different users to change on the go based on needs and specific use-cases.     As an external Hubspot consultant working across many clients we are looking to be able to add/remove  ... Mostrar más

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.  ... Mostrar más

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! ... Mostrar más

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. ... Mostrar más

We would like to enable key users to be able to add contacts to static lists and remove contacts from static lists but not be able to edit the contacts themselves.  At this time a user must have edit permissions on contacts in order to change their list membership (https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list).     ... Mostrar más