Restricting view of contacts to team

Smart CRM & Sales Hub CRM
1

Hello :slightly_smiling_face:,

New HubSpot user here! I’m setting up the CRM side of things for my team. Our business has the Service Professional plan for some members, and the free plan for the rest of the buiness. When importing contacts from our previous CRM/ creating new contacts, we need to restrict access to just my team for certain contact information for confidentiality reasons (it would be fine for name/ email to be visible to all, but not email correspondence/ some other field data).

When looking through the HubSpot Knowledge Base, it now appears that you can only restrict view to within teams/ certain members if you have the top level Enterprise plan?

Is there a workaround for this issue anyone can share?

Thank you for any help!

2

Hi @SJordan7,

With a Service Hub Professional subscription, you should be able to create teams, see the info box at the beginning of this page: Create and manage teams

(The resource you shared refers to property access, not contact record access.)

Once you’ve created teams, you can adjust the user permissions accordingly: Manage user permissions

Let me know if you have any follow-up questions!

3

Thank you for your quick reply and apologies for my slow one! I have assigned everyone in the business to a team(s) and then restricted view access to ‘Team ony’ or ‘Unassigned’. And then assigned all the contacts I want to restrict access to to someone within my team- seems to have worked! Thank you again for your help :slightly_smiling_face: