CRM

DavidKimbriel
Participant

Field Level Permissions

SOLVE

Hello,

Our Proposal / Estimating Tool populates HubSpot with the sales amount / details. I would really like to prevent people from editing these fields manually, as they should really only be changed by closing deals / change orders / cancellations being processed through the API's.

Is it possible to set Field Level Permissions in HubSpot? Do we know if this is something that is on their product roadmap?

Thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Field Level Permissions

SOLVE

Hey @DavidKimbriel,

 

Yes, this is a feature available in the Enterprise products: https://knowledge.hubspot.com/account/restrict-edit-access-for-properties

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
DavidKimbriel
Participant

Field Level Permissions

SOLVE

Thank you so much! Can't believe I didn't catch that.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Field Level Permissions

SOLVE

Hey @DavidKimbriel,

 

Yes, this is a feature available in the Enterprise products: https://knowledge.hubspot.com/account/restrict-edit-access-for-properties

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.