Account & Settings

SariTK
Participant

Use the property to limit visibility

SOLVE

I have made a own property under contact. Can I use it to limit our Hubspot users right to  see contacts? Is this possible?

 

Some Hubspot users may not be able to see all contacts. The intention is to show only the so-called. their own contacts.

 

Thanks for your help.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Use the property to limit visibility

SOLVE

Hi @SariTK,

 

Access to contacts can only be restricted by contact owner, not by custom properties, unfortunately. (... unless your custom property has the property type HubSpot user.)

 

The access (view, edit, communicate) options are explained here: https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide#contacts-access

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Use the property to limit visibility

SOLVE

Hi @SariTK,

 

Access to contacts can only be restricted by contact owner, not by custom properties, unfortunately. (... unless your custom property has the property type HubSpot user.)

 

The access (view, edit, communicate) options are explained here: https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide#contacts-access

 

Hope this helps!

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.

0 Upvotes