CRM

Akki
Participant

Prevent user from changing company owner

Résolue

Hi

 

Can i Prevent user from changing company owner?

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

 

Thanks 

0 Votes
1 Solution acceptée
Bryantworks
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Prevent user from changing company owner

Résolue

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

Voir la solution dans l'envoi d'origine

5 Réponses
Bryantworks
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Prevent user from changing company owner

Résolue

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
Conseiller clé

Prevent user from changing company owner

Résolue

@Bryantworks Then how do two people share the contact?

0 Votes
Bryantworks
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Prevent user from changing company owner

Résolue

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

Résolue

Thanks,

 

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

0 Votes
HubSpotMaster
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Prevent user from changing company owner

Résolue

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