Account & Settings

RR001
Member

Permissions - Disable adding new Contacts / Companies

SOLVE

I want to disable the ability for most users on my team from adding new Contacts or Companies into HubSpot.  The only way records should be allowed into HubSpot is either via an Import or if a SuperAdmin adds the records.  Is this possible?  All I can see are these settings, which don't do what I need. 

 

RR001_0-1718296606287.png

 

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

Permissions - Disable adding new Contacts / Companies

SOLVE

Hi @RR001,

 

This is currently not possible. HubSpot has announced that the product team is working on a dedicate permission however:

 


Create permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

May 27, 2024
 

What is it?

A new permission each for Contacts, Companies, Deals, Tickets, and Custom Objects. These permissions will allow for admins to control whether a user is able to create each specific type of object separately from their permission to edit that object.

 

Why does it matter?

Currently, any user that has permission to Edit an object at all, such as a Contact, Company, Deal, Ticket, or Custom Object, is allowed to create new records for that object type. This has resulted in a concern from customers around data hygiene. They must allow their users to edit records to perform their jobs, but in doing so, they are forced to allow their users to also be able to create records.

 

How does it work?

Users that have the ability to change permissions for other Users should navigate to Users & Teams where they can edit Users' permissions to determine what access levels for creating records for Contacts, Companies, Deals, Tickets, and Custom Objects that the user should have. Originally, we will provide for the User that their Create permission for each object type is turned on if they currently have permission to edit that object type.

 

Who gets it?

All hubs and tiers


Until this is actually delivered, it's not possible to restrict object creation without also withdrawing editing permissions.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
COsborn3
Member

Permissions - Disable adding new Contacts / Companies

SOLVE

@karstenkoehler is there a time frame you are able to share as to when this feature will be available? 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Permissions - Disable adding new Contacts / Companies

SOLVE

Hi @RR001,

 

This is currently not possible. HubSpot has announced that the product team is working on a dedicate permission however:

 


Create permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

May 27, 2024
 

What is it?

A new permission each for Contacts, Companies, Deals, Tickets, and Custom Objects. These permissions will allow for admins to control whether a user is able to create each specific type of object separately from their permission to edit that object.

 

Why does it matter?

Currently, any user that has permission to Edit an object at all, such as a Contact, Company, Deal, Ticket, or Custom Object, is allowed to create new records for that object type. This has resulted in a concern from customers around data hygiene. They must allow their users to edit records to perform their jobs, but in doing so, they are forced to allow their users to also be able to create records.

 

How does it work?

Users that have the ability to change permissions for other Users should navigate to Users & Teams where they can edit Users' permissions to determine what access levels for creating records for Contacts, Companies, Deals, Tickets, and Custom Objects that the user should have. Originally, we will provide for the User that their Create permission for each object type is turned on if they currently have permission to edit that object type.

 

Who gets it?

All hubs and tiers


Until this is actually delivered, it's not possible to restrict object creation without also withdrawing editing permissions.

 

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.