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Account & Settings

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Solved

RClerico on October 02, 2023

How do I grant access to attachments on a custom object?

hello! I am new at my company and I am doing my best to get the admin side (permissions) at a more secure level. For some of my users, I removed their "super admin" access and gave them a custom permission set that is more tailored to their role. read more

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Accepted Solution

DianaGomez

Community Manager

October 02, 2023 16:55

Hi @RClerico , Great question! To view attachments in records created by other users, a user's Notes permission must be set to E...read more

Solved

KChester on August 16, 2023

Auto capitalise

How do i setup HubSpot to: auto capitalise first word of sentance. auto capitalise Names auto capitalise "i"

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karstenkoehler

Hall of Famer | Partner

August 17, 2023 00:17

Hi @KChester , There isn't any feature for this built into HubSpot, no. However, since HubSpot is a browser-based tool, you could look into fr...read more

Solved

MRegragui on August 02, 2023

LIMIT THE ACCESS OF AN ACCOUNT TO CERTAIN EMAILS

Hello there,I want to know if it's possible to set a rule on a shared mailbox to prevent a user to see all the emails.Instead,I want him to have acces only to emails with a specefic subject. Thanks in advance !

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OPerek-Clark

Top Contributor | Elite Partner

August 03, 2023 09:39

Thank you for tagging me in @BérangèreL ! @MRegragui My initial thought is that you aren't able to necessarily restrict access to conversati...read more

Solved

MStach on July 25, 2023

Restrict deleting of activity records such as emails and SMS

Hi all, I work for a registered investment advisory firm. We are required by the SEC to retain records for all client communications, including text and emails. Hubspot doesn't have a permission setting that restricts users from deleting or edit read more

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Josh

Recognized Expert | Platinum Partner

July 25, 2023 13:23

Hi @MStach , Unfortunately, this doesn't exist natively, as you mentioned. There is an idea on the Ideas Forum already, please upvote that! ...read more

Solved

RLehrhaupt on June 14, 2023

Setting "Goals" Permissions

I like the "Goals" feature however I need to restrict users from viewing goals that are not assigned to them. How can this be acheived? Thanks.

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1 upvote

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

June 15, 2023 00:21

Hi @RLehrhaupt , As far as I know, this is currently not possible. Other users have requested better options for setting forecasting and...read more

HTarawneh on June 12, 2023

Admin Access

Hi, the current admin has left our company. They have deleted his email account. Is there anyway to get admin access?

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HPorter

Participant | Diamond Partner

June 13, 2023 05:19

Hi @HTarawneh - if nobody has been added as an admin prior to your previous colleague leaving, your best option will be to get in touch with Hubspo...read more

Solved

TAdy on May 25, 2023

Mass assign company ownership based on contact ownership

I need a way to assign company ownership based on contact ownership. Right now we use the ZoomInfo Integration to pull in contacts. However, apparently the integration does not support assigning account ownership. I'd first like to make sure al read more

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TomM2

Key Advisor | Partner

May 26, 2023 06:11

Definitely! It would just be that workflow I outlined in my original comment, just be sure to select the box to enroll companies/contacts who already...read more

CMcGuicken on May 23, 2023

HTML Email Signature Is Not Saving

Hi folks, I have an issue with hubspot. When I add my HTML email, I'm seeing a perfect preview and a saved icon. However, when I go to email out, the signature is blank. When I go into the email signature area again, the code I applied is not sav read more

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kvlschaefer

Community Manager

May 24, 2023 14:26

Hi @CMcGuicken , Thanks for trying that out! In this case, I would recommend connecting with HubSpot Technical Support , as Support i...read more

SLarsen10 on May 18, 2023

How do I change the settings for the Unit Discount field in Hubspot?

How do I change the settings for the Unit Discount field in Hubspot. Right now it is locked and set to %. I need it unlocked and set to USD. I would like editable fields in USD for ALL deals.

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kvlschaefer

Community Manager

May 19, 2023 13:33

Hi @SLarsen10 , Thanks for reaching out to the Community! I wanted to share this knowledge base article that explains how to edit glo...read more

Solved

VGupta4 on May 01, 2023

Accidentally deleted account

Hi, There were multiple HubSpot accounts associated to my email and I deleted one of them by mistake. That account had important contacts that we need. Deleted HubSpot Account ID: 23783225 Is it possible to restore that account? Thanks read more

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

May 01, 2023 03:24

Hi @VGupta4 , You can request the recovery of your account by submitting the form at the end of this page: https://knowledge.hubspot.com/acco...read more

Zayne on March 23, 2023

Wrong account set as default

For some reason whenever I need to pick an account in HubSpot, the default one is my developer account. I can't find where to change this. Can someone please point me in the right direction ?

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Zayne

Contributor

March 27, 2023 09:24

Turns out this didn't help in the end. I'm back to being shown my developer account first. The star is still there. It seems as if there is something...read more

Solved

APBorges on March 20, 2023

Property groups

How do I move properties between groups?

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 21, 2023 01:16

Hi @APBorges , Under Settings (gear icon) > Properties , search your property, select it, then click Add to group . I've numbered the s...read more