💬 RevOps Discussions

jcj87
Contributor

Merge contacts permissions

AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.

PVignon
Participant

Merge contacts permissions

We totally need this !

LPitcher
HubSpot Employee
HubSpot Employee

Merge contacts permissions

+1!

Lily Pitcher | Senior Customer Support Specialist
0 Upvotes
GWELTD
Contributor

Merge contacts permissions

Hi @jcj87 ,

 

This is a great suggestion and would be fantatsic to see this functionlity rolled out to the delte function also would you agree? 

Currently giving the user the 'Edit' permission allows them to merge or delete contacts they own, we outseleves have over 50 portal users so being able to control who can and cannot delete records would be a fantatsic develpment.

lalexander
HubSpot Employee
HubSpot Employee

Merge contacts permissions

Hi @jcj87 ,
 
Thank you so much for posting this - your idea absolutely makes sense. I noticed that this idea exists on the Ideas Forum already (and your fellow Power User @RiccardoPisani  was the poster!): https://community.hubspot.com/t5/HubSpot-Ideas/Separate-user-setting-permission-for-contact-merges/i.... The product team is regularly reviewing the Ideas Forum to ensure we’re delivering the most requested features from a product standpoint, so I recommend commenting and upvoting there. 
 
The Power User Community is a great place to discuss alternative ways to ensure that contacts don’t inadvertently get merged when there are many users in a portal. I would love to hear more from you and other users about challenges with setting permissions for particular teams. How have others dealt with similar situations? 
RiccardoPisani
Contributeur de premier rang

Merge contacts permissions

Thanks @lalexander for mentioning me on this one - @jcj87 yeah, it would be great having one specific permission dedicated to contact merges - I would give it to a few and well-trained ppl only!