HubSpot Ideas

jenguyen

Customize User Permissions by Contact Types

I would like to see HubSpot make the User Persmissions functions more customizable for contact records. 

Currently, there are only a few options: Owned Only, Team Only, Everything, and None. 

 

Here's an example where this doesn't work. 

- I don't want my my non-sales staff (admin, IT, finance, etc.) to view the lead/prospect contacts but I want them to be able to view client contacts. 

- Lead/prospect contacts should only be seen by sales people.

- All contacts are owned by sales people. So if I set "owned only" or "team only" access for non-sales staff, they will see zero contacts. 

 

It would be great if I can set permissions by contact categories, e.g. customers, prospects, vendors, suppliers, partners, etc. regardless of contact ownership so that different staff from different departments can only have acess to the right category of contact recrods that is relevant to them. 

 

 

 

 

1 Reply
CharlieCoyote
Member

Yes, please please make view / edit rights on contacts far more customizable.  Currently there are way too many limitations.