Hiding specific contact properties from general users
Feb 26, 2018 1:28 PM
I have a dilemma and would appreciate some advice. I'll sum up the situation.
- I have personal training company that works exclusively with freelance personal trainers.
- The trainers must provide updates on Hubspot after every session they complete with a client. Hence, they need viewing access to the contacts.
- 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)
- 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?