I came across a nice features that I would like to have, or at least know to use it if existing.
Let's say I am the owner of the contact, I've manually logged a meeting, a call and 2 emails in it. Now, I only want me and another user to see one of the email log and not the other one. All the other users could see the contact but not the emails logs. Let's put it this way, imagine I have 4 teams (Partners, Managers, Employee and Admin) and I want the following rights on it:
Contact view and editing - All of the teams
Email 1 log - Partners
Email 2 log - Managers
Call - All of the teams
Meeting - Partners and Admin
Is that possible to do so and if yes, can I manage those rights manually (for instance tomorrow I want to give access to both emails logs to everyone)
Updated original answer to be more clear and include references. Please let us know if that helps.
To answer your question directly, a 'record' means the entire Contact or Company entity. This means, once access is granted to a Contact the viewer can see everything on that record -- e.g., all properties, emails, calls, notes, tasks, etc. for that Contact.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Feb 28, 20195:19 AM - edited Feb 28, 20196:11 AM
Thought Leader
Contacts and Companies info visibility
SOLVE
Q: Can we limit visibility on HubSpot contact records?
Short A: No. Not native HubSpot built-in functionality. Visibility and access to HubSpot contact records is given at the record level. This means an owner or team member has complete visibility into a Contact, Company, etc. once access is granted.
Updated original answer to be more clear and include references. Please let us know if that helps.
To answer your question directly, a 'record' means the entire Contact or Company entity. This means, once access is granted to a Contact the viewer can see everything on that record -- e.g., all properties, emails, calls, notes, tasks, etc. for that Contact.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.