CRM

RVidraI
Member

Restrict Contact Owner Transfer

SOLVE

Is there any way to restrict transfer of contact ownership only (even if they're the contact owner) ? and view access still allowed

 

For context : several salesperson within my team are secretly trading accounts (contacts) without their Area Lead permission, and transfer ownership to other salesperson.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Restrict Contact Owner Transfer

SOLVE

Hi @RVidraI,

 

Yes, this does however require an Enterprise subscription: https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties

 

Without an Enterprise subscription, permissions to edit a contact record go hand in hand with the ability to change the owner. There aren't any settings in the free CRM, Starter or Professional subscriptions that can prevent this.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Restrict Contact Owner Transfer

SOLVE

Hi @RVidraI,

 

Yes, this does however require an Enterprise subscription: https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties

 

Without an Enterprise subscription, permissions to edit a contact record go hand in hand with the ability to change the owner. There aren't any settings in the free CRM, Starter or Professional subscriptions that can prevent this.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes