Restricting contacts to only be viewed by certain team membersSOLVE
Apr 19, 2020 7:15 PM
Wondering if I can import contacts and have them be viewable by only myself, or select team members.
Invetsor update emails
- Would like to upload a contact list of our shareholders and have these viewable only by management.
- Only management can send emails to these contacts
- Only management can view the responses from these contacts.
Solved! Go to Solution.
Apr 20, 2020 8:47 PM
If you wanted a [less than ideal] workaround you could create a team with you and a dummy HubSpot user and assign your "private" contacts to the dummy user.
Set the permissions so your Users can view any Contact in your Team's Contacts (and probably unassigned too).
Did that make sense? I want to draw a Venn diagram to make sure that's what you meant.