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MariaKristians1
Participant

Restrict access to documents

SOLVE

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?

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

Restrict access to documents

SOLVE

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

 

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View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Restrict access to documents

SOLVE

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
Participant

Restrict access to documents

SOLVE

Thank you 🙂

0 Upvotes