Hi HubSpot Team,
Currently unable to directly share the App object to users / team. Note : The Select option is completely disable for App object records.
Hey @ramkumar1021, From your screenshot, this looks like a trial or developer test account, since there are Enterprise trials in the Trial Guide and the object is called “Development Zoho Sign DCs”. Accounts like that often have only one user and no teams. The fields say “No user” and “No shared teams”, which usually means there’s nobody else in the account to share with. You can’t share a record with yourself. Try adding another user and a team under Settings > Users & Teams, then open the Share option again.
If there are other users and it’s still greyed out, there are two other things you should check:
- Your permissions. You need to be a Super Admin or have edit access to the “Shared users” and “Shared teams” properties.
- App object support. Record sharing officially supports standard and custom objects. App objects like this Zoho Sign one aren’t fully covered yet, especially while the app is still in development.
If it’s the second one, a good workaround is to give those users “View: Everything” access to the app object in their permission set.
Moderator note: While this solution may not address the original poster’s specific situation, it could be helpful for other community members facing similar challenges.
Hope that helps!
Apologies for the delayed reply. i have attached the contact’s record which is from the same test org where the sharing options is enabled.
- Current user is Super admin
- If App object is same as custom, as a developer we expect it to be. custom objects are sharable. Please do check with the ATS application app from hubspot market place.
That is the current workaround but people won’t like to go int settings → user → permissions to change for each users. I believe i have conveyed why that’s it is needed
Hi @ramkumar1021, this screenshots make it clear. The same Super Admin can share a contact in the same test portal, but the dropdowns are disabled on the app object. So it isn’t a permissions or subscription problem on your side. HubSpot just hasn’t turned record sharing on for app objects yet. Their record sharing docs only cover HubSpot-defined and custom objects, and the app object docs don’t mention sharing at all. App objects look like custom objects, but under the hood they still don’t support everything custom objects do.
For the workaround, you don’t need to edit each user. Create a permission set under Settings > Users & Teams > Permission sets, give it the access you need on the app object, and assign that set to the users or teams. You can also make it the default for new users. That way you set it once instead of going user by user, and any later change only needs to be made in the set.
Since your object still shows the “Development” prefix, I’d also test again once the app is approved and live, because development objects can behave a bit differently. If sharing is still disabled then, raise it with HubSpot developer support and post it on the Ideas forum so app object sharing gets on the roadmap. Happy to upvote it.
Hi @ramkumar1021, I hope that you are well!
Thanks for flagging this to the HubSpot Community and thanks @Alex_Boissonneault for your help!
At the moment, App object records can’t be shared directly with individual users or teams through the record-sharing dialog, which is why you’re seeing the Select fields and Share button disabled.
For App objects, access can be managed through object-level permissions under Settings → Users & Teams → CRM → CRM objects.
You can find more details in HubSpot’s record-sharing documentation.
If you need record-level sharing, can you confirm that you’ve tried with a custom object? You could also check with the app provider to see if they offer another way to manage access.
I’d love to hear from our Top Experts too: Hi @Anton and @evaldas, do you have any insights to share with @ramkumar1021, please?
Thanks so much and wishing you a wonderful day!
Bérangère
checked it with custom object it is possible to share them using the dialog.
@Berangere but not app objects. docs said both gives same flexibility
Hi @ramkumar1021 and all,
Thanks for getting back to us!
I can confirm that this is expected behavior. Record sharing (the “Share” option with users and teams) is currently only available for HubSpot-defined objects (like Contacts, Deals, Companies) and custom objects created in your portal. Records belonging to third-party Marketplace app objects, like the ATS object you tested with, don’t support this sharing option today, which is why the selectors are grayed out and the Share button stays disabled.
At the moment there isn’t a workaround to grant direct user/team access on an individual app object record. Access to those records is determined by the app’s own permissions and the record’s ownership.
I’d suggest submitting the HubSpot Developer Feedback Form if granular sharing for app objects would be valuable for your team. Our product team uses that feedback to prioritize future improvements.
Thanks so much and have a lovely weekend!
Bérangère