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SHARING TICKETS

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New Member

HELLO HUBSPOT FRIENDS.

OUR TICKETS ARE ISSUES THAT WE TRACK BUT AN OUTSIDE SOURCE NEEDS TO PROCESS AND COMPLETE.

WHAT IS THE BEST PRACTICE TO SHARE AND TRACK TICKETS FROM AN OUTSIDE SOURCE?

 

THANKS!

 

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Hey @leelee1 

 

You'd likely have to invite them to your HubSpot account but drop their permissions down to where they can only edit and view tickets assigned to them.  That way they can't go about looking at other bits of information within your account.  

 

You would have to ensure you assign the tickets to them at the correct stage though so they can see and work them.

 

Hope this helps!