User Permission setting for downloading and viewing attachments / documents

HubSpot Ideas
1

I wish there was a way to restrict who can view and download the files associated to a Deal. While I am a believer in transparency, some documents (e.g. proposals, renewals, etc.) should be kept confidential outside of the people directly working the Deal.

The goal would be to allow attachments to continue to be auto-logged, but restrict access to the deal owner and teams with the permission set to see them. This would allow leadership to continue to capture the documents, without fear of bad actors downloading them all or wasting time.

I’m surprised this hasn’t come up more often in use cases like insurance agents and whatnot where still more confidential information is often sent via email.

2

This would be great! My company has NDA’s where files and information has to be confidential. A user had to create a different account in order to use the HubSpot platfrom for this specific reason and had to give up all the benefits of the Enterprise software our company uses.

3

Hi there!

You can find this native functionality in our HubSpot Box Integration.

You can find the listing here

Let me know if you have any questions, or if there’s anything else I can do to help.

Thanks!

Chris