Hiding specific contact properties from general users

New Contributor

Hi guys, 

 

I have a dilemma and would appreciate some advice. I'll sum up the situation. 

 

  1. I have personal training company that works exclusively with freelance personal trainers.
  2. The trainers must provide updates on Hubspot after every session they complete with a client. Hence, they need viewing access to the contacts. 
  3. However, as these trainers are freelancers, I don't want them to have access to the contact details (tel numbers and emails) for my entire client base (which is the case with full viewing permissions)
  4. I'm expecting a large volume of new clients to be continually added to the list automatically via an online form integration. These clients do not necessarily get assigned to one trainer. They can train with multiple trainers. Therefore, the Owned-only or Team-only viewing options won't work.

Bottomline, I don't want to risk a trainer simply copying the entire client base and stealing it.  I'm fine with names and other properties showing, but not contact numbers and emails. 

 

What can I do?  

Thank you!

9 Replies 9
Community Manager

Hello @Anis do you make use of the 'HubSpot Owner' function?

 

It is possible to restrict viewing access for a user to only the contacts they own. 

 

By default, all users will have access to contacts. On the Contacts tab, you can set more granular permissions and restrictions for contacts, companies, deals, tasks, and properties:

  • View: use the dropdown menu to the right to select which set of contacts, companies, deals, tasks, and properties the user is able to view based on ownership. Your options are EverythingTeam only, and Owned only
  • Edit: use the dropdown menu to the right to select which set of contacts, companies, deals, tasks, and properties the user is able to edit based on ownership. Your options are EverythingTeam onlyOwned only, and None. 

You can edit/set these restrictions in your User Settings.

 

Screen Shot 2018-02-28 at 09.57.10.png

 

At this time, HubSpot CRM does not have automatic assignment rules for HubSpot Owner. HubSpot Owners can be set in one of the following ways:

Manually assigned on a contact record

  • In your HubSpot Sales account, click Contacts in the main navigation menu.
  • Click the name of the contact. 
  • In the About section, click View View all properties

  • Uncheck the Hide blank properties box and search for HubSpot Owner
  • Click the dropdown for the HubSpot Owner property and select a user
  • Click Save

Assigned by Log in CRM

When using HubSpot Sales' Log in CRM feature, if an email is sent to a new contact that is logged in HubSpot, the HubSpot Owner is automatically set to the user who sent the email. The source for this change will appear in the contact's property history as BCC to CRM.

Assigned by contact import

When you prepare a CSV file to import your contacts into HubSpot, you can assign these contacts a HubSpot Owner by adding a column for HubSpot OwnerSet each row of the column with the corresponding HubSpot Owner's email address for each contact.

Bulk assigned in the contacts dashboard

You can bulk assign the HubSpot Owner for multiple CRM contacts:

  • In your HubSpot Sales account, click Contacts in the main navigation menu.
  • Click Add filter in the left sidebar to segment your contacts using any contact properties in your CRM or choose an existing view from the views dropdown. You can learn more about adding filters and creating custom views here
  • Check the boxes to the left of the contacts for which you'd like to assign ownership. To select all contacts on a page, select the Select all checkbox in the header row. If you'd like to select all contacts within the view, click Select all X contacts.
  • Click the Assign icon above the table to bulk assign your contacts.
  • Click the dropdown and select a HubSpot Owner, then click Assign

Assigned by sync record ownership between contacts and companies

The HubSpot CRM includes a default setting to sync owner information between company and contact records. 

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0 Upvotes
Occasional Contributor

Would also like to advance this post.

We would also like the ability to create costum properties that are only viewable by a specific users/teams, that are not necessarily the contact owner. 

 

In our business fixing payment details and/or updating new credit card information happens often. We want our sales reps to be able to capture this data, but once filled in, it only be viewable to our accounting team. Maybe a setting can be added to mark certain properties as "private" and those be assigned accordingly. 

 

Please advise if this is a feature that will be added.

New Contributor

I think I saw it somewhere, but I still don't remember where.

 

+1 please.

 

I'd like to hide some properties fields. Only viewable by Admins.

 

Thank you guys Smiley Wink

Advisor

Agreed - I need to do this as well. 

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0 Upvotes
Highlighted
Regular Contributor

I cannot believe this is still not an option in 2019......

New Contributor

I'd like to add to this one. We're also interested in restricting access to certain properties... but specifically the "contact activity". It does not seem possible to allow someone to access the contact info, but restrict them from seeing the email activity to/from those contacts. We use Hubspot to track contact with investors as well as technical partners. Clearly the investors have financial and proprietary info that should not be accessible by anyone else in the company, but I track this information by linking Hubspot to my Gmail. My team may need to see those contacts, particularly for sending newsletters and such... but they don't need to see the email activity. 

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0 Upvotes
Visitor

Hello,

 I was thinking to buy this product, however misses this features of sharing specific properties to specific user, this keep the privacy prone to many users where it is not needed.

 

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Occasional Contributor

Please, add this feature asap.

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0 Upvotes
New Contributor

This needs to be a feature;

 

When editing properties, there should be a dropdown box asking 

 

Visbile to:

Everyone

Specfific teams

Specific users

Admin only