Account & Settings

Foghorn
Member | Platinum Partner
Member | Platinum Partner

Hiding tasks from other team members

Hi everyone,

 

I have a user who manages a sales team, and does not want her tasks to be seen by anyone in her team, yet she wants to see everyones tasks .

 

Can anyone suggest how I can do this ?

 

Thank you

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1 Reply 1
JessicaH
HubSpot Alumni
HubSpot Alumni

Hiding tasks from other team members

Hi @Foghorn,

 

Thanks for reaching out.

This article might be a good starting point for you.

By default, all users have access to contacts. On the Contacts tab, you can set more granular permissions and restrictions for contacts, companies, and tasks, and other functions relating to the CRM.

 

Take care!

Jess

 

 


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