Jun 23, 2020 2:56 PM
So we have Deals set to private viewing only because we have clients who are competitors and our Account Executives cannot have access to competitor client Deals-- including their names which often contain sensitive information.
On the Deals page it works fine.
However, anyone can click on any company and on the right side under the "Deals" tab they can see every deal on that Company when they shouldn't be able to see them.
This is a huge security concern for us.
Jun 24, 2020 4:23 AM
Hi @ckoch1 , thank you for posting your query in the Community.
As long as a user has both deal view permission and company view permission, this user is able to view all of the associated deal records in the right column of the company record.
If you'd need to strictly limit each user's view permission for deals, I'd recommend creating separate HubSpot accounts so that the users can only access to their deals and company data.
Jun 24, 2020 10:34 AM
@natsumimoriThat seems wrong. We have Deals security set to "owned only". Why does clicking on a company suddenly ignore that security setting. We have competitors as clients-- a company being a client isn't a security concern so we let everyone see all companies. But Deal names can contain sensitive information.
Jun 25, 2020 4:46 AM
Hi @ckoch1 ,
I underdtand your confusion, let me explain with example:
At this time, this is how the user permission setting works and it is not a security setting. Therefore, to strictly hide some data from a certain users, I'd recommend creating a separate account.