How to add more members to my account and limit access

SBC
New Member

I was wondering if I can add more people to my account and if so limit the access to the contacts present?

 

Use case is as follows. My company provides leads for different real estate agents. I would like to invite them to my account and limit the access to the contacts to only look at the contacts assigned to them

 

Is this possible?

Reply
0 Upvotes
1 Reply
Highlighted
Esteemed Advisor | Diamond Partner

Hi @SBC 

 

You can restrict which contacts users can see based on ownership. For this to work, the contacts in question have to be owned either by the user or by someone in the team they are in - depending on the settings you choose. 

 

You can read more about this here: HubSpot user permissions guide: Contacts, companies and tasks

 

Hope this helps.


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

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

Reply
0 Upvotes