User Deleting Companies and Contacts

SOLVE
Akki
Participant

Hi Team! 😄

 

If user has Edit (Owned all) privileges, does it mean that its also able to delete contact/company? 

0 Upvotes
2 Accepted solutions

Accepted Solutions
Kaleudia
Solution
Key Advisor | Diamond Partner

Hi there!

As you say, with the permission of editing you would be able to delete a contact or a company. What you can block is mass elimination.

 

In fact, in setting says: 

CRM Settings Access

The permissions below apply to contacts, companies, deals, and tickets.

 

In this article you can find out more about that.

 

I hope I helped you!

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Claudia Yévenes

Chief Operating Officer

Operaciones | Agencia Webketing

Community Champion HubSpot en Español

www.webketing.cl
Santiago, Chile
¡Suscríbete a mi canal! Tutoriales de HB en español

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karstenkoehler
Solution
Most Valuable Member

Hi @Akki and @Kaleudia,

 

HubSpot recently introduced a new set of permissions specifically for this. Admins can now create delete permissions by record type and user, separately from edit permissions (see the "Delete" column).

 

karstenkoehler_0-1623134391016.png

 

Let me know if you have any questions about this! If you find this post useful, you can help the community (and make my day) by marking this post as a solution.

 

Cheers!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

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2 Replies 2
Kaleudia
Solution
Key Advisor | Diamond Partner

Hi there!

As you say, with the permission of editing you would be able to delete a contact or a company. What you can block is mass elimination.

 

In fact, in setting says: 

CRM Settings Access

The permissions below apply to contacts, companies, deals, and tickets.

 

In this article you can find out more about that.

 

I hope I helped you!

linkedin

Claudia Yévenes

Chief Operating Officer

Operaciones | Agencia Webketing

Community Champion HubSpot en Español

www.webketing.cl
Santiago, Chile
¡Suscríbete a mi canal! Tutoriales de HB en español

View solution in original post

karstenkoehler
Solution
Most Valuable Member

Hi @Akki and @Kaleudia,

 

HubSpot recently introduced a new set of permissions specifically for this. Admins can now create delete permissions by record type and user, separately from edit permissions (see the "Delete" column).

 

karstenkoehler_0-1623134391016.png

 

Let me know if you have any questions about this! If you find this post useful, you can help the community (and make my day) by marking this post as a solution.

 

Cheers!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post