Add greater customization for user permissions, e.g., access to keyword grader without admin access
Right now, if someone is a Hubspot User, they can do anything, even delete another user. There needs to be some way for them to access features that will support them in their blogging without giving them administrator access to our account
Certain users should not be able to delete the CEO, for example. There should be administrative users who have full privs and lesser ones (not blog authors) who have fewer privs.
I would like to give sales reps access to our Hub, without giving them full range of the "inside of our website." Mostly, I would like to give them access to the Prospects app.
I would love to have a way to have freelancers login and do work for me under their own login info with the ability to limit which client sites they can access. It might also be nice if we could limit what hubspot tools they could use. Maybe dropping the analytics tools for some freelancers and just have them focus on design/buildout.
You now have the ability to set 6 new user roles with different permission sets in HubSpot. Learn more by reading this blog post and checking it out in your HubSpot account: http://academy.hubspot.com/blog/bid/157944/introducing-6-different-hubspot-user-roles.
We are also currently working on a Sales Rep role as well!
I still think it would be helpful to have more customization for user permissions! For example, sales reps can only prospects but not leads or other contacts. That is really discouraging!
However, I do not need our sales reps having access to the blog or landing pages, like our marketers. Please help!
I think its great that there's 6 Different HubSpot User Roles available. However, I need to give a web designer access to going in and making changes and/or redesigning our website and that's it. I don't want them to be able to see our analytics or anything else. Any idea if this is in the works?
I receive the Daily Prospect Digest and in the email HubSpot tells you that you can subscribe up to 50 Colleagues. Great, I thought. I'll sign up the entire sales force, however they don't tell you that you need to give each person Administrative privileges to see the prospects. There needs to be more login permissions then just Blog Author, Blog Publisher and Admin.
Brian McMullin commented
Hi All! I just wanted to let you know that we have started development on this. We're looking forward to your feedback!
Mary Planding commented
Would like to see options to configure access as detailed as desired. That's because the smaller the company, the more hats each employee wears. For instance, some people do both marketing and sales. So they need to be able to write/publish content as well as track leads. Some people publish content beyond blogs, e.g. CTAs, landing pages, email campaigns, lead nurturing campaigns and need to also have access to analytics. Still others are doing the keyword analysis and creating blog posts. And if someone is writing a blog post, shouldn't they have the options for deciding which / when sharing on their social networks takes place?
Please, please, please work on this one. It would make a huge difference in on-boarding smaller clients without making the owner feel like he's giving away total control or tying her hands.
If there could be standard roles defined as some are suggesting, but with an option to assign more than one role to a user, that would probably be the easiest approach.
Mark Mathson commented
+1000 for this one! Better user management all the way around is a much needed addition. It gets cumbersome to manually add people across several portals. Would be nice to be able to add them once and select multiple portals (especially for VAR Agencies)
Jeff Young commented
I would definitely like to see the User Admin options expand. We've used others in the past that have a lot better Admin capabilities. I would like to see new roles implemented or a way to define roles:
Web Designer users
I woudl like to see a role linmited to sales staff who want to view daily prospects details and the prospects' histories
Greg Messler commented
Here's an idea...
1) Administrator (gets everything, delete anything, user mgt, etc.)
2) Content Publisher (everything in sales plus edit and delete content, no admin settings or user mgt)
3) Sales (edit leads - not delete anything to be safe, can't edit content or pages, can see ALL analytics)
From Danny: Certain users should not be able to delete the CEO, for example. There should be administrative users who have full privs and lesser ones (not blog authors) who have fewer privs.
Hi all, we've had a lot of requests for a sales team role in particular, so there's now a specific idea just for that. Feel free to add your votes there!
Kirsten Barrera commented
As an administrator, I need to create specific access permissions for individuals/departments in my organization. Example: sales individuals to see leads, prospects; marketing individuals to see analytics, reports; admin manage all other features such as landing pages, email, etc.
Gertie Arts commented
I would like to give sales only access to the prospects and lead intelligence.
Jerry Charles commented
We don't integrate with a CRM and could really use the ability to give salespeople the ability to sign in and only see their assigned leads, and prospects for example. Maybe the best way to tackle user roles and permissions is to allow one to create a custom role type and assign permissions -- keeping it flexible.
A request came in for this by email, for the following user roles:
> Analytics only – can see all analytics tools (prospects, keyword grader, link grader, web traffic, etc.) but can’t make any changes to the tool
> User – Can create but not publish web pages
> Approver – can create and publish web pages
Also note these other related ideas:
> Analytics-only user role: http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/1781483-create-an-analytics-only-user-role
> Enhancements to blog author user role: http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/2197335-enhance-access-for-users-with-the-blog-author-us
> Limitations to blog author user role by blog: http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/2266057-limit-blog-author-user-role-permissions-to-specifi
We would definitely like the ability to customize user roles. For example...
Giving users access to download leads from forms that require us to take a physical action, but not giving those users access to make other edits and changes.
Rebekah Donaldson commented
@Rick I suggest a distinction between folks who can create and edit and move pages; and folks who can make "deeper" sitewide changes (custom CSS, footer disclaimers required by Compliance, users and their roles...) in Settings.
Rebekah Donaldson commented
I agree there needs at least one or two more role types, for the reasons you gave Yaacov.
Laurel - You actually can add users that only have access to blog authoring or blog publishing. Here's more info: http://customers.hubspot.com/product-updates/bid/56713/New-Feature-Blog-Roles-For-HubSpot-User-Accounts