CRM

Akki
Teilnehmer/-in

Prevent user from changing company owner

lösung

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 Akzeptierte Lösung
Bryantworks
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Prevent user from changing company owner

lösung

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

Lösung in ursprünglichem Beitrag anzeigen

5 Antworten
Bryantworks
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Prevent user from changing company owner

lösung

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
Autorität

Prevent user from changing company owner

lösung

@Bryantworks Then how do two people share the contact?

0 Upvotes
Bryantworks
Autorität | Diamond Partner
Autorität | Diamond Partner

Prevent user from changing company owner

lösung

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
Teilnehmer/-in

Prevent user from changing company owner

lösung

Thanks,

 

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

0 Upvotes
HubSpotMaster
Autorität | Diamond Partner
Autorität | Diamond Partner

Prevent user from changing company owner

lösung

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