Account & Settings

shabsn
Member

Lock notes on deals

SOLVE

Hello, is there any way to lock notes in deals? We need to make sure that only the user which created the note, can edit it.

 

Thanks fo your help!

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

Lock notes on deals

SOLVE

Hi @shabsn,

 

As far as I know this is currently not possible. If a user can access (=view) a deal, they can also add and edit notes.

 

In other words, you'd have to restrict access to these records entirely: https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide – granting deals view access and deals edit access only to the deal owner (or the team of the deal owner).

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
shabsn
Member

Lock notes on deals

SOLVE

Okay, got it. Thank you. This needs to be implemented in the future....

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

Lock notes on deals

SOLVE

Hi @shabsn,

 

As far as I know this is currently not possible. If a user can access (=view) a deal, they can also add and edit notes.

 

In other words, you'd have to restrict access to these records entirely: https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide – granting deals view access and deals edit access only to the deal owner (or the team of the deal owner).

 

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.