Dec 9, 20165:10 AM - last edited on Dec 9, 20165:20 AM by roisinkirby
Member
User permissions and contact ownership
SOLVE
Hi,
I'm new in the community, and have used Hubspot for a few weeks only. So sorry if my question seems naïve...
I've just created a new team contact, because I'd like my colleague to use hubspot too. But I wonder if it would be possible that he did'nt access to my personal contacts and its activity. How can I do that ? I assigned my contact as owner of my personal contacts, but he still has the possibility to view them and access our history.
Is there anyway we can preserve confidentiality of our mails with our personal contacts, so that other users of hubspot don't access to them ?
I moved your post from the Welcome Board to the Sales Support board to make sure you get the answers you need - and don't worry, there is no such thing as a 'naieve' question!
It is certainly possible restrict other users in your account from viewing contact/company records that they do not own. To do this you'll need to go to Settings > Users > Click on the pencil icon by the the user's name > and select the dropdown menu next to View
Here you can restrict the user's visiblity to all contacts they own, or contacts they own and unassigned contacts - whichever you prefer!
Let me know if you have any further questions on this, or if I can help to further answer your question. If you search are knowledge base for 'user permissions' you'll finde the HubSpot User Roles Guide.
I moved your post from the Welcome Board to the Sales Support board to make sure you get the answers you need - and don't worry, there is no such thing as a 'naieve' question!
It is certainly possible restrict other users in your account from viewing contact/company records that they do not own. To do this you'll need to go to Settings > Users > Click on the pencil icon by the the user's name > and select the dropdown menu next to View
Here you can restrict the user's visiblity to all contacts they own, or contacts they own and unassigned contacts - whichever you prefer!
Let me know if you have any further questions on this, or if I can help to further answer your question. If you search are knowledge base for 'user permissions' you'll finde the HubSpot User Roles Guide.
I have run into an issue with the "View only owned" and " View Everything" options with my group of users. I added a contact with an @palmbeachschools.org email address. This is the standard email for all teachers in our district regardless of school. Whenever one of my sales team adds a different teacher email from a different school with the same domain (@palmbeachschools.org) it saves that contact as owned by me instead of owned by her. It's happened four or five times, and I've had to open everyones settings to "View Everything" which is a problem in the long run.
It automatically created a company for the district after the first email (owned by me). I have since deleted that company hoping it would resolve the issue, but have not been confident enough to restore settings to view only.
Is that the easy answer? Don't create a company and all will work itself out.
That would definitley solve the problem, but we do use that function for every other contact/company we create. The only time we've had a problem was the school district since technically every single teacher has the same email, even if they work at different schools.
Is there a way to disable the association that one domain? Or possibly don't create a company for the school district of palm beach?