Great minds think alike

JoaoDemarchi

We'd like to restrict record merging separetely with a specific merging permission. Currently the merging functionality is enabled within the editing privileges, but sometimes we want to restrict merging even though the user can edit a record. Today, we have that capability with importing records. A user can import records if they have editing permissions, but only if they also have the specific importing permission set. It also would be good to define a specific merging permission within the object settings:

MarkCain

If I have a user with a permission set, and an admin applies a manual permission change on something, I do not know that has happened and I cannot undo it. For example, I have Bob using Permission Set "Sales" and it includes CRM Export. Some admin at some point in the past manually set him to not have export. That manual setting overrides everything I do. If I create a new permission set for our sales team, and applie to all the sales people, I get no notification that Bob is different than the rest of them. I will think Bob has all the permissions of the new set, but any manual change persists. Worse, when I finally figure out what happened, all I can do is flip Export to on. It's now overridden to be on. I actually want the override to just go away. I want that field to follow his permission set and cease to be a field that an admin has to "remember" was adjusted. If I assign Bob a new set, I want a notification: "Bob has 4 permissions that were manually set that conflict with this permission set assignment. [ Review ] [ Reset manual settings ] [ Cancel ]

Augustus

There is an urgent need to create custom properties on account users/"Hubspot Users". An example of the need for this are user attributes required to connect user records in Hubspot to other systems, like HR platforms. Most systems use employee ID values as the globally unique identifier for a user/employee rather than the email because the email can change when there is a name change for the user. Now that system users can be assigned to CRM objects in a custom property field, there is a lot more flexibility to use Hubspot Users which is great, but need to be able to consistently identify these users.

baernhardj

Hi We use different teams to structure the users and security of the crm data. At the moment, I have no possibility to see the history of the members of a team. I want to see form when to when was a user part of the team. Who added the user to a team, who removed the user from the team. From the other side, I want to see from a user, when did he join a team and when he left a team, who did the moduification. e.g. a user can be part of more than one team, so it would be nice to have a timeline (table) with the history. Thanks and best regards Bernhard

WendyMitrovich

My team are struggling with the space the new sidebar takes up when it is hovered over, as it blocks a lot of their view. Is there anything we can do to change this?

Marketing_Max

We're locking down our internal communications and it would be great if there was a way to lock down the specific "from address" users can send from. So being able to designate which "from" addresses users are able to send from.

karstenkoehler

At the moment, all users who have the permissions to edit and publish a page can also delete it: Similar to workflows, it would be great to have the additional option of deletion permissions: Without this additional permissions, admins have to always live in fear that landing pages are deleting without them finding out about it. Not all users who delete a landing page necessarily think about required follow-up actions - like setting up a redirect. And even if they do, they shouldn't necessarily have the permissions to set up redirects indiscriminately. Landing page deletion permissions would add another level of control in big organizations and help admins avoid catastrophes.

PVan

Currently all users with even the lowest level permission can access all the connected apps under integration. This is very bad since some connected apps carry many leads that are not supposed to be available to users. (Such as Mailchimp app) If we can add a permission settings for users to not have viewing permission to connected apps that would be awesome.

LWu_CMS

Hi there, As the HubSpot admin within the company, I am interested in receiving notifications regarding any errors related to users' connected accounts, such as email or calendar disconnections, calendar sync errors, and so forth which I believe this feature has the potential to streamline our administrative operations. Thank you!

laurabren · ‎Mar 13, 2024

When exporting the list of users from your settings ("user table"), there are several properties that are available as filters, but are not included in the exported file. Specifically, I would like to request that the "Invite Status" user property be included in the user export file. We are a large organization with many HubSpot users, and therefore automate our user provisioning. Due to variable onboarding schedules, we often have many users at once who are in the "invite pending" status. This becomes a problem, of course, when a user is in a pending status for more than a few weeks. As part of our adoption metrics, we look to determine the percentage of weekly/monthly/etc. active users. Since the user analytics tools cannot do this in the UI (yet!), we export the user list and report via Excel. There are two key problems with the export function, as it doesn't behave in the way a list or index page export does: 1. All records will be exported, even if you have filters applied. For example, when you export a filtered index page, you can export just those records in your filtered view. So if I apply a filter to only show users with an "Invite Status = pending," that will not be reflected in the export. This is problematic for us because it will falsely inflate our total number of users when I'd like to only report on accepted users. 2. There is a lack of consistency between the properties shown in the UI filters and the properties being exported. The following properties are not included in the exported file: Invite status (ironically, this is the very first filter listed on the page, and yet it's not included in the export) Access (this is included, but in the export it's called "Permissions") Calendar status Calendar sync Email status Extra teams (this is included, but in the export it's called "Additional teams") Main team (this is included, but in the export it's called "Primary team") Partner Scheduling pages Seat (the export does include a "Paid seat" property, but it does not specify which paid seat the user holds - it simply says "yes/no") Additionally, when you generate an export, the shown properties are the same each time (and not comprehensive). It should beave similar to an index page or list export where you're asked if you'd like to include all properties or just those in your current view. While gaining export acess to the "invite status" property is my primary objective here, I imagine it is quite frustrating for other customers to not have access to properties like "Scheduling pages" or "Seat" in their exports as well. Please update the user table to behave more like an object index page, and more specifically, update the file export to align with the properties shown in the UI filters.

Great minds think alike

Merging permissions

Means to reset manual permission changes (or be notified of their existence)

Add custom properties to account users

HubSpot User Management: Show history of user and teams

Refreshed Navigation Menu and Sidebar

Permissions for who can send from what from address

Landing page delete permissions / deletion permissions

Disable Access to List of "Connected Apps" under Integrations from User Permissions

Admin notification for user's connected accounts error

Include "Invite Status" and Other Filter Properties in User Table Export

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