Restricting Users to view all companies but not all recordsSOLVE
May 25, 2018 12:54 AM
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.
Solved! Go to Solution.
May 25, 2018 4:33 AM
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