Dashboards & Reporting

Hyroxware
Contributor

Dashboard Permissions

SOLVE

Hi All,

I am trying to create reports for management and wanting to make it so only specific people or team can see the dashboard. I have looked on the help articles and it shows and extra line comapred to what I see in managing access. I am a super-admin? Any ideas?

Screenshot 2024-10-09 at 09.01.42.png

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Dashboard Permissions

SOLVE

Hi @Hyroxware,

 

Which HubSpot subscription(s) are you on? Sharing with specific users and teams is an Enterprise feature: https://knowledge.hubspot.com/dashboards/manage-your-dashboards

 

Only specific users and teams (Enterprise only): allow specific users and teams in your HubSpot account to view the dashboard.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

Dashboard Permissions

SOLVE

Hi @Hyroxware,

 

Which HubSpot subscription(s) are you on? Sharing with specific users and teams is an Enterprise feature: https://knowledge.hubspot.com/dashboards/manage-your-dashboards

 

Only specific users and teams (Enterprise only): allow specific users and teams in your HubSpot account to view the dashboard.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
Hyroxware
Contributor

Dashboard Permissions

SOLVE

Is there a way to unlock this without upgrading to the enterprise?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Dashboard Permissions

SOLVE

@Hyroxware no, if it's an Enterprise-only feature, the only way to access it is by upgrading to an Enterprise subscription.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes