Hi there,
We recently implemented custom objects. As a next step, we would like to change the object access of these records. However, the object access setting is based on ownership.
I cannot find a way to add record owners for custom objects and hence object access cannot be changed.
Is there any other way or can I actually add record owners to custom objects?
Cheers
Hi @menguehan
Thank you for reaching out.
You should be able to create custom HubSpot User Field type properties by following those steps, and then set up access via the settings > users & teams as you would do with other objects.
Hope that helps.
Have a lovely day,
Tiphaine.
Thank you @TitiCuisset .
I saw the option to create a user field and call it owner. However, does it actually behave like the native owner field in the permission settings?
Hi @menguehan
Thank you for reply.
Ownership permissions are based on the default owner properties but also custom HubSpot user field type properties, so it would behave the same for this!
Best
Tiphaine
Hello @menguehan,
Firstly, I would suggest you remove the access of custom objects from all users the moment you create custom objects, HubSpot give access to all existing users.
So first you have to mark it as owned only for view and edit permission. Then for your second requirement, i.e. give access to the custom objects to some people, what I suggest is to select the record of a custom object and add the name of that user in the object owner property. but if You many records in custom objects I would suggest export all records in the .xlsx format then in this sheet you will get Record ID. Now you can update the email id of that user in the object owner column and then import this sheet again in HubSpot. After importing all records were assigned to the email id mentioned in the object owner column and they have access to these records.
I hope this will help you.
Best regards,
Thank you very much @himanshurauthan , so what you are saying is that the owner field exists but only changeable why import?
If so, would it be possible to also change the owner of custom objects in workflows?
Yes, we can write a workflow of custom objects and we can set an owner property as well but the condition is custom object should have an owner property. If you have created owner property when you had defined custom object.
For more details please check this knowledge base of Custom objects - Create custom object records
I hope this will help you.
Here’s a problem we are having.
We want to use Roles instead of Teams to control who has access to what.
I love the idea of removing access to custom objects from all users the moment you create custom objects.
However, it would be extremely helpful if it was possible to control access using roles instead of Teams
