Account & Settings

KMercier
Member

Struggling with all the correct details being on my hubspot profile

SOLVE

HELP!!! I have joined a new business that uses Hubspot. They have created my profile, which I have no issue logging into. However, when I am on my profile, I am unable to see any details. For example, I cannot find any client/ contact/other details on the CRM.

 

Please can someone help me or advise me to get this information to appear!!!

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

Struggling with all the correct details being on my hubspot profile

SOLVE

Hi @KMercier,

 

If you were invited to a HubSpot portal by an admin, then you would have to reach out to them to adjust your permissions. It sounds like they created a very restricted permission set for you: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

(This can only be solved by admins in the HubSpot portal, not by contributors in this user-to-user community.)

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Struggling with all the correct details being on my hubspot profile

SOLVE

Hi @KMercier,

 

If you were invited to a HubSpot portal by an admin, then you would have to reach out to them to adjust your permissions. It sounds like they created a very restricted permission set for you: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

(This can only be solved by admins in the HubSpot portal, not by contributors in this user-to-user community.)

 

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.