CRM

DavidKimbriel
Participante

Field Level Permissions

resolver

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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karstenkoehler
Solução
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Field Level Permissions

resolver

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

Beratungstermin mit Karsten vereinbaren

 

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DavidKimbriel
Participante

Field Level Permissions

resolver

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

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

Field Level Permissions

resolver

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
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.