how to limit access to reportings and possibility to modify calls/meetings
SOLVE
Hello
How can access the sales team only to their reporting not mine or this from the other staff? Also how to do that they can modify only their calls and meetings in the customer accounts?
how to limit access to reportings and possibility to modify calls/meetings
SOLVE
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Q: How can access the sales team only to their reporting not mine or this from the other staff? Also how to do that they can modify only their calls and meetings in the customer accounts??
Short A: n/a
Longer A:
>>How can access the sales team only to their reporting not mine or this from the other staff?
Sharing dashboard reports depends on the version of HubSpot you're using and the user permissions you've set on your dashboard.
>>Also how to do that they can modify only their calls and meetings in the customer accounts?
You can restrict what contacts, companies and deals HubSpot Users can see by either setting their permissions directlyl, or by adding them to a HubSpot Team.
how to limit access to reportings and possibility to modify calls/meetings
SOLVE
Hello Thanks
For the answer it answer partially my question, for the reporting it not want to share it with them, but make that they can't acces only to their reports not this from other staff, same for the accounts i want to give them access to the accounts but let them be only abel to modify their reports not this of other staff
Aug 30, 20182:36 AM - edited Aug 30, 20183:06 AM
Thought Leader
how to limit access to reportings and possibility to modify calls/meetings
SOLVE
@tim1468, you'll need the HubSpot Reporting Add On in order to share dashboard reports that others can only see, but not modify. Once you have the add-on, they'll also be able to create / share their own dashboard reports as well.
It's $200/month!
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