Dashboards & Reporting

EHanson8
Membro

Activity Feed Settings - Not Seeing Everyone's Activity

resolver

At the moment, the activity shows everyone's email activity. I'd like to be able to set this so that most individual users only see their own activity in the feed, rather than the entirety of the group. 

 

Is that possible?

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Jnix284
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Activity Feed Settings - Not Seeing Everyone's Activity

resolver

Hi @EHanson8 it sounds like you're looking at the dashboard, which means that you can set a filter by Owners to "Me" which means that whoever is viewing the dashboard will only see their activity.

 

Jnix284_1-1681945510407.png

 

If a manager needs to see for different users, I recommend creating a per user dashboard with preset filters per user.

 

I hope this helps!

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

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SRickman
Participante

Activity Feed Settings - Not Seeing Everyone's Activity

resolver

Hey Jennifer, thanks for your response (I'm taking over this issue from EHanson).

 

The problem is that we'd like to set it so that members of our sales team don't actually have the ability to view each other's email activity in the feed, only their own.

 

I understand they have the ability to filter the feed for their own activity, but that means they could access each other's at any time. Can the permissions be set so that's not possible?

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Jnix284
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Activity Feed Settings - Not Seeing Everyone's Activity

resolver

@SRickman the permissions are set by who owns the contact, company, etc., so if you have different sales reps working with the same company, it won't be possible to exclude activity from other reps, but you can do this for notes.

Jnix284_0-1683247661740.png

Have you already reviewed their individual permissions?


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

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SRickman
Participante

Activity Feed Settings - Not Seeing Everyone's Activity

resolver

I'm pretty sure that's exactly what I've been looking for. Could you please help me navigate to the view in that screenshot? 😁

 

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Jnix284
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Activity Feed Settings - Not Seeing Everyone's Activity

resolver

ah ha! of course, @SRickman here's how you find it:

 

1 - click settings widget in upper right

Jnix284_0-1683248035201.png

2 - Click Users & Teams under Account Setup in the left sidebar

Jnix284_1-1683248070803.png

3 - Hover over the user to reveal the Actions button, click and choose Edit

Jnix284_2-1683248208810.png

 

4 - this takes you to a permissions overview, where you have to click Edit Permissions

Jnix284_3-1683248301023.png

5 - expand object access here

Jnix284_4-1683248398739.png

 

6 - update as needed

Jnix284_5-1683248424449.png

 

Depending on your HubSpot Subscription, and whether you have Teams and/or Roles defined, the steps might vary, but this should get you to the right spot.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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Jnix284
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Activity Feed Settings - Not Seeing Everyone's Activity

resolver

Hi @EHanson8 happy to help find a solution that works for your team.

 

Can you clarify where you are looking at the activity feed? Since it can be accessed in multiple locations, this would help me to understand what you're looking to change and what the options available are.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

EHanson8
Membro

Activity Feed Settings - Not Seeing Everyone's Activity

resolver

Hey Jennifer, thanks for replying. I didn't realize there were multiple access points, so I'm just talking about the default screen you see when you first log in, which I believe is the same one I see if I click the Hubspot logo in the top-left from anywhere.

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Jnix284
Solução
Participante de valor | Parceiro Elite
Participante de valor | Parceiro Elite

Activity Feed Settings - Not Seeing Everyone's Activity

resolver

Hi @EHanson8 it sounds like you're looking at the dashboard, which means that you can set a filter by Owners to "Me" which means that whoever is viewing the dashboard will only see their activity.

 

Jnix284_1-1681945510407.png

 

If a manager needs to see for different users, I recommend creating a per user dashboard with preset filters per user.

 

I hope this helps!

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin