How to hide a property for some user

SOLVE
VGUILLEMAIN
Member

Hi everybody, 

 

Sorry if the question already been asked, I've checked but I found nothing. 

 

I customized property for my contacts, to use it after in an Excel retraitment. To simplify everything, I've added a property "margin" right after the amount of sales etc. 

 

But, I would like to hide this property for people in my company. In fact, for the "margin" property, only founders will fill it, in order to have all informations about the sale in the Excel retraitment. 

 

Do you knox how to do this ? Is it possible ? 

 

Thx everybody, 

1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Update: Field (read property) level permissions are now available in HubSpot Enterprise accounts. You still can't hide a property, but you can prevent users from editing them: Ensure Proper Access with Field Level Edit Permissions 


Hi @VGUILLEMAIN

 

While you can remove almost any property from the default views that your users will see in HubSpot, it is not possible at this time to individually configure the permissions for property to set who can see them vs. who can not. 

 

This might be a new idea, in which case I suggest you post it in the ideas forum. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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0 Upvotes
5 Replies 5
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Update: Field (read property) level permissions are now available in HubSpot Enterprise accounts. You still can't hide a property, but you can prevent users from editing them: Ensure Proper Access with Field Level Edit Permissions 


Hi @VGUILLEMAIN

 

While you can remove almost any property from the default views that your users will see in HubSpot, it is not possible at this time to individually configure the permissions for property to set who can see them vs. who can not. 

 

This might be a new idea, in which case I suggest you post it in the ideas forum. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes
VGUILLEMAIN
Member

Thank you for your answer Phil, I send it to the ideas forum. VG

centralenergy
Member

Just wanted to second the need for this feature to be added.  I feel this is a must for those who have "sub-users" and need admin (managment) specific properties to be hidden.

 

I hope this is high on the list as most other CRM platforms have this common feature. Thanks.

Nick_Trendline
Contributor | Partner

Agreed.  Odd this isn't standard functionality yet.

0 Upvotes
mikevhdl
Member

Ditto - I need to create calucated fields that not all users can see.  There should be a way to make a field only visible to a certain role or permissions level.  Like deal margin or sales commission, etc.

0 Upvotes