CRM

Akki
Participant

User Deleting Companies and Contacts

SOLVE

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
Kaleudia
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

User Deleting Companies and Contacts

SOLVE

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

Client Success Manager

Marketing Ops | Webketing | RevOps LATAM

claudia@webketing.cl
www.webketing.cl
Santiago, Chile
Crea tu propia firma gratis

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

User Deleting Companies and Contacts

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

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

User Deleting Companies and Contacts

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Kaleudia
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

User Deleting Companies and Contacts

SOLVE

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

Client Success Manager

Marketing Ops | Webketing | RevOps LATAM

claudia@webketing.cl
www.webketing.cl
Santiago, Chile
Crea tu propia firma gratis