Lock notes on deals

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shabsn
Member

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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karstenkoehler
Solution
Hall of Famer

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

shabsn
Member

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