Restricting Team members' ability to email & view contacts they don't own
May 22, 2018 11:07 AM
I’m setting up teams so that different franchise territories throughout the country can run email campaigns to their contacts from that region through Hubspot, with HQ overseeing everything.
I’ve managed to restrict contact access so they can only see the contacts that are assigned to them (i.e. are from their geographical region), but when I (in a test account with restricted contact access) go to design an email, I can see all the lists on our HQ account, including contacts that don’t belong to the team account.
Clicking into those lists, you can’t see the individual contacts because they don’t belong to that user BUT an individual from that team can still send an email to any of these lists.
How do I restrict the settings so team members can only send emails to their own contacts? And ideally, only see emails & contact lists belonging to their team?