How do I determine who sees different contacts?SOLVE
May 15, 2018 9:07 PM
We would like to be able to limit who sees certain contacts and I'm wondering how to do this. For example, certain contacts have information that we don't want to be visible to all users, and we would like to segment those users so only authorised users can access their details.
How do we do this?
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May 16, 2018 2:16 AM - edited May 16, 2018 4:53 AM
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Q: How do I determine who sees different contacts?
Short A: Change Contacts Access 'View' setting under Settings->Users & Teams
There are basically two different approaches to controlling access to contacts in HubSpot. Each is set on a per-user basis and has their pros and cons.
-1- Limit Access by Contact Owner (formerly HubSpot Owner)
-2- Limit Access by Teams
Important Note: Once the 'view' setting for a HubSpot user is changed to something other than 'Everything', that HubSpot user will no longer be able to see unassigned contacts (by default) until the 'Unassigned' checkbox is ticked.
Hope that helps.
Please include @MFrankJohnson if you'd like me to respond.