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ozgesilla
Participant

How to Set User Permissions Based on Company Ownership?

SOLVE

I need to configure user permissions in HubSpot. Specifically, I want to set up the following rule:

  • If the Company Owner is X, then Y should be able to view the company but not create a Deal for it.

How can I achieve this within HubSpot's permissions settings? Is there a way to control deal creation permissions based on company ownership?

Thanks in advance for your help!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Set User Permissions Based on Company Ownership?

SOLVE

Hi @ozgesilla,

 

No, this is currently not possible. Deal access permissions cannot be made conditional to company ownership. It would be useful to have this, indeed, and you could submit it as a HubSpot Ideas request.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Set User Permissions Based on Company Ownership?

SOLVE

Hi @ozgesilla,

 

No, this is currently not possible. Deal access permissions cannot be made conditional to company ownership. It would be useful to have this, indeed, and you could submit it as a HubSpot Ideas request.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes