Tips, Tricks & Best Practices

DVahaly
メンバー

Creating private lists or lists with limited access

解決

Hello,

We are trying to create lists with designated access.  When a list is created only certain departments/teams should be able to view it?

 

Can anyone help me with this?

 

Thank you,

Dana

1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Creating private lists or lists with limited access

解決

Hi @DVahaly,

 

HubSpot calls this partitioning, you can find instructions here: https://knowledge.hubspot.com/account/limit-access-to-your-hubspot-assets

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2件の返信
Jigar_Thakker
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

Creating private lists or lists with limited access

解決

Yes @DVahaly 

 

This is possible in HubSpot you can limit your access to lists for your users and teams but this comes under the enterprise subscription check this KB in detail: https://knowledge.hubspot.com/account/limit-access-to-your-hubspot-asset

 

JigarT_0-1695048763379.png

 

Let me know if you have any follow-up questions. I'd be happy to help.


If my post was helpful in addressing your query, Support the community by indicating it as the solution.

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Creating private lists or lists with limited access

解決

Hi @DVahaly,

 

HubSpot calls this partitioning, you can find instructions here: https://knowledge.hubspot.com/account/limit-access-to-your-hubspot-assets

 

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.