CRM

Akki
Participante

Prevent user from changing company owner

resolver

Hi

 

Can i Prevent user from changing company owner?

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

 

Thanks 

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1 Soluciones aceptada
Bryantworks
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Prevent user from changing company owner

resolver

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

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5 Respuestas 5
Bryantworks
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Prevent user from changing company owner

resolver

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
Asesor destacado

Prevent user from changing company owner

resolver

@Bryantworks Then how do two people share the contact?

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Bryantworks
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Prevent user from changing company owner

resolver

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
Participante

Prevent user from changing company owner

resolver

Thanks,

 

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

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HubSpotMaster
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Prevent user from changing company owner

resolver

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