Understanding access to company and retrieving permissions.

Smart CRM & Sales Hub CRM
1

Hi,

Kindly let me know if this understanding scenario is correct or not-

Consider a Company A created by Owner/user X.

Another Company B created by Owner/user Y.

User X belongs to Team ABC

User Y belongs to Team XYZ

Owner X will be able to view all the details of Company A where as he will not be able to view details of company B. Same for Owner Y, he will not able to view other company details.

Owner X belongs to team ABC, so team ABC is able to view companies created by Owner X. But once X is removed from Team ABC, then team ABC is not able to view companies created by Owner X.

Team XYZ will be able to view company A if it is present in shared teams of company A.
Kindly confirm if this understanding is correct or not

whether user will be restricted to view the company information. And let me know if there are any other scenarios If I am missing. If yes, Can we have a quick call with Hubspot support team.

I want to retrieve all these information using RestAPIs.
Can you let me know how to retrieve permissions and role names via Rest API?
Is it possible to have a quick call?

Thanks!

2

Good morning @SPandey84

The below screenshot should cover it - Team XYZ will not be able to view Company A by default (and nor will Team ABC), however you can set your permission set up in such a way that Teams can view each other’s companies very easily.

2024-12-02 - 09_04_09 - Settings.png
2024-12-02 - 09_04_09 - Settings.png1017×435 83.4 KB

Worth remembering that you can have nested teams, and users who are members of multiple teams, with one team as their Primary.

So if you wanted companies created by User X to be visible in Team XYZ, you could place User X in Team ABC as Main, and XYZ as Extra team.

3

Hi,

Could you please confirm if anything is missing from the above scenario?
How can we restrict the user access to the company?

Is there any way to retrieve user permissions via API?
Thanks!