Account & Settings

MariaKristians1
投稿者 | Elite Partner
投稿者 | Elite Partner

Restrict access to documents

解決

Hi. Is there a way to restrict access to documents, without removing the sales seat? apparently this is the only way to restrict permissions to documents. I want to able to be able restrict some documents for some users. Any idea or workaround?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Restrict access to documents

解決

Hi @MariaKristians1,

 

It's not possible to manage documents permissions through the user permissions. However, in Professional and Enterprise subscriptions, the privacy of each document can be managed by hovering the mouse over the document > Actions > Manage sharing:

 

karstenkoehler_0-1668577281934.png

 

karstenkoehler_1-1668577318948.png

 

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.

元の投稿で解決策を見る

2件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Restrict access to documents

解決

Hi @MariaKristians1,

 

It's not possible to manage documents permissions through the user permissions. However, in Professional and Enterprise subscriptions, the privacy of each document can be managed by hovering the mouse over the document > Actions > Manage sharing:

 

karstenkoehler_0-1668577281934.png

 

karstenkoehler_1-1668577318948.png

 

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.

MariaKristians1
投稿者 | Elite Partner
投稿者 | Elite Partner

Restrict access to documents

解決

Thank you 🙂

0 いいね!