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sabrinag

‎abr 11, 2018 11:46 AM

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Can I have an employee only be able to see what he is the owner of?

resolver

Can I have an employee only be able to see what he is the owner of? I'm not talking about filtering.  I'm talking about him not being able to see any other contacts / deals in hubspot, but only the ones he is the owner of.

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Josh
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Especialista reconhecido(a) | Parceiro Platinum

‎abr 11, 2018 1:33 PM

Especialista reconhecido(a) | Parceiro Platinum

Can I have an employee only be able to see what he is the owner of?

resolver

@sabrinag

 

Yes you can.

 

  1. Settings
  2. Users & Teams
  3. Click the checkbox next to the employee
  4. Under Contacts you should see View and Edit
  5. Change those to owned only

https://knowledge.hubspot.com/articles/kcs_article/settings/hubspot-user-roles-guide

 

You can also do this when adding new HubSpot users.

That should accomplish what you are looking to do!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum

‎abr 11, 2018 1:33 PM

Especialista reconhecido(a) | Parceiro Platinum

Can I have an employee only be able to see what he is the owner of?

resolver

@sabrinag

 

Yes you can.

 

  1. Settings
  2. Users & Teams
  3. Click the checkbox next to the employee
  4. Under Contacts you should see View and Edit
  5. Change those to owned only

https://knowledge.hubspot.com/articles/kcs_article/settings/hubspot-user-roles-guide

 

You can also do this when adding new HubSpot users.

That should accomplish what you are looking to do!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Can I have an employee only be able to see what he is the owner of?
@sabrinag   Yes you can.   Settings Users & Teams Click the checkbox next to the employee Under Contacts you should see View and Edit Change those to owned only ht...
@sabrinag   Yes you can.   Settings Users & Teams Click the checkbox next to the employee Under Contacts you should see View and Edit Change those to owned only ht...
Sales
Apr 11, 2018