How can I make it so that a user, who only has access only to see the deals he owns, can see all the deals associated with that contact even if they are not owned by him.
I can do it by giving him access to all businesses, but that is not what I am looking for.
That's unfortunately not possible. If a user, as per his access permissions, cannot access a record, there isn't any way to bypass this. (If there were, that would be a gap in the user permissions.)
You would have to adjust his record access permissions so that this person can not only see his own deals but, for example, deals owned by his team.
Alternatively, you could consider creating additional user properties on the contact object. User properties can be created like any other custom property and behave like the "Contact owner", "Company owner" etc. If someone is selected as the owner in such a custom user property, they can also access the record. If you can define a logic via workflow where someone would become a secondary owner of a deal, for example, because they're the owner of the contact, that would allow the person to see the deal. The workflow would enroll a record if the contact owner is known, then copy the contact owner into the secondary deal owner to make sure that the contact owner can see all deals, not just the ones owned by them.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
That's unfortunately not possible. If a user, as per his access permissions, cannot access a record, there isn't any way to bypass this. (If there were, that would be a gap in the user permissions.)
You would have to adjust his record access permissions so that this person can not only see his own deals but, for example, deals owned by his team.
Alternatively, you could consider creating additional user properties on the contact object. User properties can be created like any other custom property and behave like the "Contact owner", "Company owner" etc. If someone is selected as the owner in such a custom user property, they can also access the record. If you can define a logic via workflow where someone would become a secondary owner of a deal, for example, because they're the owner of the contact, that would allow the person to see the deal. The workflow would enroll a record if the contact owner is known, then copy the contact owner into the secondary deal owner to make sure that the contact owner can see all deals, not just the ones owned by them.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer