I’m currently dealing with the following challenge at work: For context, we have multiple teams set up in HubSpot, including our Maintenance team and over 20 branches. The issue is that we have a Maintenance pipeline for building maintenance tickets, which both the Maintenance team and our branches need access to. We also have a separate pipeline for invoice entries, where both teams also need viewing and editing permissions. However, for the Invoice Entry pipeline, I don’t want the branches to see each other’s tickets or the Maintenance team’s tickets. But for the Maintenance pipeline, I need the Maintenance team to be able to view all tickets from every branch to manage their requests. I recommend expanding access permissions by adding more configuration options for pipelines, team hierarchy, and other related settings. If any of you have more ideas, please, share with me!
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