How to limit the display of tasks?

Smart CRM & Sales Hub Account & Settings
1

Hello community :slightly_smiling_face:

I’m setting the permissions of the variosu hubspot users. Is it possible to allow to see only the owned tasks?

A quick example:

A (superamministrator) sees the tasks associated with each user (A, B and C)

B (user) sees only the tasks associated with the user B

C (user) sees only the tasks associated with the user C

Thank you very much

Have a very nice day

Chiara

2

Hi @Essense,

Yes, in the user permission settings, you can specify whether a user should see all tasks, tasks within their team or just their own:

karstenkoehler_0-1683619464629.png
karstenkoehler_0-1683619464629.png875×1015 94.4 KB

You can find the instructions here: Manage user permissions

Best regards!

3

Hello @Essense ,

Yes, it is possible to allow users to see only their owned tasks.These are the steps:-

1 Go to “Settings” in the main navigation bar.
2 Select on “Users & Teams”.
3 select user which you want to apply that permission.
3 Under the “Permissions” tab,select object access.and edit the task as shown in the screenshot.

image.png
image.png2880×1498 305 KB

Thank you

Shubham Nigam

4

Hi @SNigam,

If you’re providing a very similar reply, at least don’t reuse my screenshots.

Karsten

5

Oh apology @karstenkoehler I just realized I have fixed now.

6

@SNigam wrote:

I just realized I have fixed now.

Hi @SNigam, it’s a bit weird that you don’t ‘realize’ where you copy your resources from without giving credit. Anyway, thank you for taking action.