Lists, Lead Scoring & Workflows

lifelonglearnin
Mitglied

Form Submission Export Permissions

lösung

Hello,

Looking for the exact set of permissions to allow a user to login and export Form Submission lists. Currently, only Super Admins can export these lists, other users have the Export option grayed out. The "export Form Submissions" article: https://knowledge.hubspot.com/forms/export-form-submissions simply notes users need the correct Export Permissions. Reading that article: https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm-settings-access does not clarify Form Submission exports under Marketing Hub. There are options for Website and CRM exports but those may grant exports to other areas as well. 

 

Thoughts? What are we missing?

 

THANK YOU! 🙂

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Form Submission Export Permissions

lösung

Hi @lifelonglearnin,

 

Exporting form submissions requires these permissions:

 

karstenkoehler_0-1707759889309.png

karstenkoehler_1-1707759897977.png

 

I just tested this in a portal of mine with a user that had no permissions besides these two. And yes, "Export" would grant more permissions than just forms. HubSpot's permissions are not granular enough to just grant form export permissions.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Form Submission Export Permissions

lösung

Hi @lifelonglearnin,

 

Exporting form submissions requires these permissions:

 

karstenkoehler_0-1707759889309.png

karstenkoehler_1-1707759897977.png

 

I just tested this in a portal of mine with a user that had no permissions besides these two. And yes, "Export" would grant more permissions than just forms. HubSpot's permissions are not granular enough to just grant form export permissions.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.