I would like to create a setup where one of our sales reps works directly with five different people in the organization.
How do I setup her HubSpot account so that the five peoeple she works with can see her contacts, emails, phone calls, activity, etc?
Hi @timlecras,
If you’re the super admin, you can set up user permissions for her, see here: HubSpot user permissions guide If you’re not the admin, you can forward these instructions to them. In any case, she would not be the one making the changes.
The setup you’re looking for would include two roles, one for the sales rep, one for the five colleagues. The sales rep’s role could have contact permissions set to “Owned only” or “Team only”, the other role for the five colleagues would require contact view permissions set to “Team only”. They would now see all contacts owned by the sales rep. (Keep in mind that each colleague will now also see the contacts owned by the other four.)
Hope this helps!