I wanted to prevent certain users from seeing logged emails when looking at contacts, however I belive this is not possible (wow, you really need to fix that)
All emails are being logged in the system, many are confidential but still need to be logged, however I have no choice but to stop using the gmail integration because of this issue.
After disabling the integration how can I ‘clear’ or ‘hide’ the emails that are already logged? It is a privacy and confidentiality issue for the company to have those emails still visible to everyone.
You’re correct, it’s currently not possible to limit view access to activities on a contact record. A user can see either all contact information (including logged emails) or nothing at all. There isn’t anything in between.
HubSpot does have a feature to exclude certain recipients/domains from CRM email logging. My experience is that it’s not reliable and it wouldn’t help retroactively but I still want to share it: Exclude recipients from CRM email and meeting logging
Hello Karsten, thanks for your clear and helpful reply. I understand the limitation now. Whilst I support transparency, this lack of control is a huge privcy concern, so we will need to consider how we use HS moving forward.
Would you care to actually do something to fix this as there have been complaints for several years? I know I personally don’t want every person in our office being able to see the emails I send to my supervisor or the owner because I am struggling with understanding a new task that I unique to my position.
There is absolutly no reason for there to not be a setting where only client communications are visible to all teammates and inter-office and departmental emails are private.
While searching for answers to a question, I came across your need. I think this would solve it: Exclude recipients from CRM email and meeting logging I would still like the ability to hide contact record communication from records for different purposes, but for inter-office communication, the never-log list might serve you well. Hopefully you were able to find a solution a while ago!
I totally agree. Thanks for bringing this topic up.
Has anyone figured out alternatives to manage other user’s access to a contact in the system? I do a ton of testing of the system on the marketing and sales sides. I actually turned off the sales extension on Chrome, so all of my emails stopped being logged and visible in Hubspot. I also deleted myself as a contact in Hubspot.
It would be really nice for testing purposes as a super admin to switch visibility off, though, so I do not have to do this all the time.
