Hello! Is it possible to limit the visibility of email communications within contact/company cards by team?
Hi @AKhakimova,
Yes, this feature is in public beta:
Settings
[Public Beta] CRM email permissions
Nov 13, 2023
What is it?
A new permission is being added which can limit the ability for users to view logged emails and emails from connected inboxes. CRM emails are assigned to the primary sender or receiver of the email. The permission levels can then be set to owned, team, or all.
- Owned means only emails assigned to that user can be viewed.
- Team means only emails assigned to that user or to users on teams they are a part of.
- All means they can see all logged emails.
This does not impact marketing emails sent to contacts.
We are actively working to improve how the permission is applied throughout HubSpot so please review what is included and not included in the beta here.
Why does it matter?
Today when an email is sent or received from a contact from a connected inbox or logged manually, any HubSpot user with access to that contact (in that account) can see the email. This is an issue for many customers who have different employees exchanging a variety of information with contacts in their CRM, some of which shouldn’t be viewed by all users in the account. A new permission is being introduced to limit access to logged emails in HubSpot.
Who gets it?
All hubs and tiers
You can find it here:
Once enabled, these permissions can be set as is described here: Manage user permissions
Best regards!
Amazing, thank you! Helps a lot! Quick question, would the same be possible with Meetings? Having different teams have different access to Meetings in Contact/Company records?