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Contact Access - Permissions

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Hello Community!

My question is: I need to add a new user to HubSpot. This user should have an ability to work with some limited contacts, not all the listed. How can I do?

Thanks in advance.

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Regular Advisor | Gold Partner | HubSpot Certified Trainer

Hi @AnnVa,

 

You would want to set those up with the appropriate permissions. In this case you may want them to be able to view all contacts, but only edit the ones they own.

 

Here's the best resource in understanding user permissions within HubSpot.  This should help you out, but if you're still in need of assistance, schedule some time with me and I'll walk you through it.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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Regular Advisor | Gold Partner | HubSpot Certified Trainer

Hi @AnnVa,

 

You would want to set those up with the appropriate permissions. In this case you may want them to be able to view all contacts, but only edit the ones they own.

 

Here's the best resource in understanding user permissions within HubSpot.  This should help you out, but if you're still in need of assistance, schedule some time with me and I'll walk you through it.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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New Contributor

Hi Josh!

Thank you, this issue is solved.

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