Restrict a list to certain Hubspot users

SOLVE
JuliaNeuroFlow
Member

I'd like to set a list only be accessible by a specific set of users. I've been suggested to assign all contacts in this list to a team and then take the rest of my hubspot population and make them a different group with group-only permissions but there's no way we could maintain this.

 

Please help!

2 Accepted solutions

Accepted Solutions
Kaleudia
Solution
Key Advisor | Diamond Partner

Yes I understand! You could leave this in "Hubspot Ideas forum", because it would be very useful if it were feasible. For now, the only way for users to see the contacts assigned to you is for those users to belong to the same team as you, but they will not necessarily be contacts assigned only to you, because they can continue to see contacts assigned to those users. The configuration of access to contacts restricts only view, communication and editing by teams, so everyone would have to belong to the same team as you.

 

Have a nice day!

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Claudia Yévenes

Chief Operating Officer

Operaciones | Agencia Webketing

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karstenkoehler
Solution
Hall of Famer

Hi @JuliaNeuroFlow and @MarcodeBoer,

 

This is actually possible now, the feature is called partitioning: https://knowledge.hubspot.com/account/partition-your-hubspot-assets The functionality is currently in beta, list partitioning is exclusive Enterprise subscriptions.

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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5 Replies 5
Kaleudia
Key Advisor | Diamond Partner

Hi @JuliaNeuroFlow 

 

At this time, the only way to do that is setting permission access by team or owner contact. 

In this sense, what you say is correct.

 

Regards,

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Claudia Yévenes

Chief Operating Officer

Operaciones | Agencia Webketing

Community Champion HubSpot en Español

www.webketing.cl
Santiago, Chile
¡Suscríbete a mi canal! Tutoriales de HB en español
JuliaNeuroFlow
Member

Thanks @Kaleudia, good to know (though frustrating).

I would be ok with restricting access by team if I could assign all these contacts to myself (which I've done) and put myself in a team (done) and then be able to set a permission that only people in my team can see my contacts. Is there a way to do that without putting all of our Hubspot contacts in another team?

0 Upvotes
Kaleudia
Solution
Key Advisor | Diamond Partner

Yes I understand! You could leave this in "Hubspot Ideas forum", because it would be very useful if it were feasible. For now, the only way for users to see the contacts assigned to you is for those users to belong to the same team as you, but they will not necessarily be contacts assigned only to you, because they can continue to see contacts assigned to those users. The configuration of access to contacts restricts only view, communication and editing by teams, so everyone would have to belong to the same team as you.

 

Have a nice day!

linkedin

Claudia Yévenes

Chief Operating Officer

Operaciones | Agencia Webketing

Community Champion HubSpot en Español

www.webketing.cl
Santiago, Chile
¡Suscríbete a mi canal! Tutoriales de HB en español

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MarcodeBoer
Participant

We're now two years later. I also see a huge advantage in working with team lists. We are a regional focussed organization; Latam, Africa, Asia, & Europe. There are several 'agents' in the field who would like to be our external sales team. 

At the moment, you are suggesting assigning every single contact to the right contact owner. With over 3000 contacts worldwide that is not doable. We'd love to have an office team with access to all and local teams who have only access to their list of contacts. This way it makes sense to work with dedicated sales teams (read: more sales pro accounts)

0 Upvotes
karstenkoehler
Solution
Hall of Famer

Hi @JuliaNeuroFlow and @MarcodeBoer,

 

This is actually possible now, the feature is called partitioning: https://knowledge.hubspot.com/account/partition-your-hubspot-assets The functionality is currently in beta, list partitioning is exclusive Enterprise subscriptions.

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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