Restricting Users to view all companies but not all records

SOLVE
dave
Participant

Hi all

 

I need a way to give users access to all companies so they can see if a lead is already in the CRM but at the same time not have access to all the companies records unless they own it.

 

Right now it's either view all and then they can see every interaction with that company (and on the dashboard) or no view and then they can't search if a company has already been contacted.

 

Any ideas?

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1 Accepted solution

Accepted Solutions
Naven
Solution
Participant | Platinum Partner

You have the option of assigning specific rights to a user account individually on each account, this also allows you to grant only sales rights to the user.

This would have to be set up in the account's account settings.

Here's another guide from HubSpot: Hubspot User Roles Guide

View solution in original post

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2 Replies 2
Naven
Solution
Participant | Platinum Partner

You have the option of assigning specific rights to a user account individually on each account, this also allows you to grant only sales rights to the user.

This would have to be set up in the account's account settings.

Here's another guide from HubSpot: Hubspot User Roles Guide

View solution in original post

0 Upvotes
dave
Participant

Thanks for the responce. 

 

It still doesnt take care of the issue. We need them to have access to see which compnaies are in the crm so they don't prospect them if they are there but only have access to the information and records of those that are owned by them.