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RFrancisco4
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my colleague can't see the contacts to which I am the owner (and I can see his)

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my colleague can't see the contacts I am the owner of, but I can see  his. what are the steps to follow so we see and are able to communicate with everyone's contacts?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

my colleague can't see the contacts to which I am the owner (and I can see his)

resolver

Hi @RFrancisco4,

 

It sounds like your coworker cannot see contacts that are not by them. You would have to adjust their permissions to include record access beyond their own ownership: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

karstenkoehler_0-1732014358988.png

 

karstenkoehler_1-1732014417602.png

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

my colleague can't see the contacts to which I am the owner (and I can see his)

resolver

Hi @RFrancisco4,

 

It sounds like your coworker cannot see contacts that are not by them. You would have to adjust their permissions to include record access beyond their own ownership: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

karstenkoehler_0-1732014358988.png

 

karstenkoehler_1-1732014417602.png

 

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.

0 Avaliação positiva