Are the contact views personal, team or portal based? Could not find it in the knowledge article on views if it is for me only.
Dont missunderstand me - I know I can create private views. But I want to know if I change and setup my views - will the other users on my account be affected?
Hi @MichaelC,
There are some read-only HubSpot standard views. These cannot be changed but they are in a sense “private” to you. That includes “All contacts”, “My contacts”, “My uncontacted” etc.
Any other views under “Created by me” and “Created by others” are shared between team members. If someone makes a change to these and hits save, that change will be reflected for all other users as well – if they have view permissions for this particular view that is.
Hope that clarifies the view behavior!
If I pinn a tab (view), would it affect others? Will all of the portal members see the same pinned views or are the pinns personal?
Lets say I pinn list A B C D E, can an other user then go in an pinn view F, G, H, A, B without it affecting me?
Thank you
Hi @MichaelC,
Pinning tabs and making tabs a default only affects your user interface – other users will still see their own default.
Best regards!
Thank you 