Non attributed email contacts are still visible by members

Marketing & Content Hub Email Marketing Tool
3

Hi Christophe,

It seems like you’re trying to ensure proper visibility restrictions in HubSpot for team members based on ownership of contacts. Here’s how you can address this issue:

Default Contact Owner for New Contacts

To ensure that new contacts are automatically assigned to a specific user or admin, you can set up workflow automation (available in certain HubSpot plans). Here’s how:

  1. Create a Workflow:

    • Go to Automation > Workflows in your HubSpot account.
    • Create a new workflow for contacts, starting from a blank workflow.
    • Set the enrollment trigger to “Contact is created.”

  2. Assign a Default Owner:

    • Add an action to Set property value.
    • Choose the Contact Owner property and assign it to yourself (or another admin user).

  3. Activate the Workflow:

    • Review and activate the workflow to automatically assign new contacts to the specified owner.

Check Visibility Permissions

Even with email permissions adjusted, contacts marked as “non-attributed” might still be visible due to other permission settings. To restrict visibility further:

  1. Edit Team Member’s Permissions:

    • Go to Settings > Users & Teams.
    • Select the user in question and check their Contact and Communication permissions.
    • Set their “View” permission for Contacts to Owned only instead of “Team only” or “Everything.”

  2. Update Communication Visibility:

    • In the Email settings (under Integrations > Email), ensure that shared inbox visibility is limited to specific users or teams.

Is it helpful for you?