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?
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:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer