I keep facing the same issue with the same team member while her colleagues from the same team don’t have that issue. she has permissions to view all deals, companies, and contacts but every 10 days or so she can only view the deals, companies and contacts assigned to her. I have checked her permissions again and again and there’s no problem there. She tried accessing it from a different browser and the issue persists. please let me know what should i do next!
Hi @FBakr,
Can you please share a screenshot of the permissions?
Have you made sure that this user has only one user account and is neither logging in with a second (that has different permissions) not accidentally logging into a second HubSpot portal?
I’d recommend double checking both the login email address and the portal ID when this is happening.
Best regards
@FBakr your coworker can check whether they’re in the correct account by following these steps: Manage multiple HubSpot accounts
she does in fact have access to two different accounts. How can I change that so that she only has access to our company’s account?
@FBakr Unless you are an admin in the second account, you can’t. The admin of the second account would have to remove her - or the second account would have to be deleted by your coworker if she accidentally created it.
There may be a system-level or user-specific issue because the same team member experiences the problem repeatedly but others with comparable rights do not. First, see whether any security rules or automated processes are regularly limiting access. Every ten days, check the CRM settings for any upgrades or modifications that could be impacting permissions. Additionally, make that her access and role settings are implemented appropriately and aren’t being overridden by any other integrations or settings. Make that there are no session-related limitations if she is checking in from many devices or utilizing single sign-on (SSO).