CRM

Akki
Participant

Prevent user from changing company owner

SOLVE

Hi

 

Can i Prevent user from changing company owner?

Id like company  owner to remain on person who actualy created contact.

 

Thanks 

0 Upvotes
1 Accepted solution
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Prevent user from changing company owner

SOLVE

Hey @Akki 

 

You can't do this at a per property level, but you could set it so they can only view contacts they are assigned to:

 

Settings - Google Chrome 2019-04-11 13.06.59.png

 

You can find this control in Settings Cog > Users & Teams

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

5 Replies 5
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Prevent user from changing company owner

SOLVE

Hey @Akki 

 

You can't do this at a per property level, but you could set it so they can only view contacts they are assigned to:

 

Settings - Google Chrome 2019-04-11 13.06.59.png

 

You can find this control in Settings Cog > Users & Teams

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert
gelflex-cc
Key Advisor

Prevent user from changing company owner

SOLVE

@Bryantworks Then how do two people share the contact?

0 Upvotes
Bryantworks
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Prevent user from changing company owner

SOLVE

Hey @gelflex-cc 

 

So you would set View to "All" and Edit to "Owned" so they can see them, just not edit.

Chris Bryant | Your Dedicated HubSpot Expert
Akki
Participant

Prevent user from changing company owner

SOLVE

Thanks,

 

Lets see if this is going to do what we need 😄 

0 Upvotes
HubSpotMaster
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Prevent user from changing company owner

SOLVE

Everyone here on this post head on over to the idea board an upvote this user permission idea.  It would be great to get more granular permissions. 

 

Thanks,

Adam