User permission to access reports/dashboards but not contact/activity details

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Regular Contributor

Hello,

 

We have a local sales office and we want to allow a regional manager to have access to reports / dashboards, but due to customer data privacy, we want to hide individual contact names, and individual activity information (e.g. notes from meetings). The high level numbers (number of meetings, calls, emails, deals, etc) should all still be visible on a per salesperson basis. Is there a way of achieving this?

 

I tried to limit contact viewing to 'owned only' but on the dashboards the client names and meeting information still show up when you click through. Any thoughts?

 

Thanks in advance for any advice.

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Regular Contributor

Seems this feature is not available so I have posted it as an idea here:

 

https://community.hubspot.com/t5/HubSpot-Ideas/Hide-contact-names-from-dashboards-and-reports/idi-p/...

 

Please go and upvote if you want to see it in a future update!

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Community Manager

Thank you for your feedback and sharing your idea! Smiley Happy 


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