Tips, Tricks & Best Practices

OBetzalel
Top Contributor

Access to record with conditions

SOLVE

Hi,

1. Assume a customer record has region and industry, is it possible to set up permissions for users to see only customers (and deals) related to specific regions and industries?
 
Bonus question:
2. Is it possible to have different stages for different types of opportunities? (We can do this with different Sales Pipeline right?)
 
Thanks!
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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Access to record with conditions

SOLVE

Hi @OBetzalel,

 

Unfortunately not directly, no. Record access in HubSpot is managed through record ownership:

https://knowledge.hubspot.com/records/how-to-set-a-record-owner

https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm

 

You would have to find a way that your region and industry permission logic is implemented through user permissions.

 

Regarding opportunities, yes. Different pipelines can have different stages: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-deal-stag...

 

The moment you work with multiple pipelines, that's not an issue.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Access to record with conditions

SOLVE

Hi @OBetzalel,

 

Unfortunately not directly, no. Record access in HubSpot is managed through record ownership:

https://knowledge.hubspot.com/records/how-to-set-a-record-owner

https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm

 

You would have to find a way that your region and industry permission logic is implemented through user permissions.

 

Regarding opportunities, yes. Different pipelines can have different stages: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-deal-stag...

 

The moment you work with multiple pipelines, that's not an issue.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

OBetzalel
Top Contributor

Access to record with conditions

SOLVE

@karstenkoehler My friend, thanks! 👏

0 Upvotes