Change 'Assigned to' automatically

SOLVE
LSmith25
Member

We have one email login under my name, but being used by the office (4 other users) all of whom have their own name on the system.

 

However, whenever creating a 'task' etc. they have to manually change the name of the assigned person... is there not a way to log in independantly so we can all use our own account but with access to the same customer info etc? 

 

Also under 'notes' the assigned name cannot be changed at all

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @LSmith25,

 

You and four other users are logging into your HubSpot account with the same email address and password? If that's the case, I'd recommend you create new user accounts for those four other people: Add and remove users You can add as many users as you want for free. Everyone would log in with their own credentials.

 

By default, these people should be able to see the same records, so this would fit your requirement. You can always make adjustments to the access permissions however, if needed.

 

(If you're sharing an account so that you don't have to purchase additional sales seats, then you'll have to decide for one or the other.)

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

Hi @LSmith25,

 

You and four other users are logging into your HubSpot account with the same email address and password? If that's the case, I'd recommend you create new user accounts for those four other people: Add and remove users You can add as many users as you want for free. Everyone would log in with their own credentials.

 

By default, these people should be able to see the same records, so this would fit your requirement. You can always make adjustments to the access permissions however, if needed.

 

(If you're sharing an account so that you don't have to purchase additional sales seats, then you'll have to decide for one or the other.)

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

webdew
Top Contributor | Diamond Partner

Hi @LSmith25 ,

I didn't get it, if all other four users have their name on the system (I' am considering you add them as user) then why not lohin by their own user name? If they will login from their acc, they don't have to assign the task to themselves manually. By defualt it will be assigned to them only.

To access the same info, you can manage the the user access. check this video: https://www.loom.com/share/6c6a717b57fc489d9b588d66c8e55b9e

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

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