Jun 2, 2020 7:06 AM
Dear All,
I need to configure a access segregation for a external team that will works composing and sending e-mails marketing. They need to have access to contacts, but my idea is to don't provide access to companies and business opportunities.
Anybody knows how can I do this?
Solved! Go to Solution.
Jun 2, 2020 8:07 AM
Hi @MMCT
Is the user's permission settings, you can disable the ability to view deals. Unfortunately, contacts and companies are managed, so you can give a user access to one but not the other: HubSpot user permissions guide
If you have a Pro Hub, you could also create a marketing team that applies these permissions to all members: Create and edit teams
Hope this helps.
Jun 2, 2020 8:07 AM
Hi @MMCT
Is the user's permission settings, you can disable the ability to view deals. Unfortunately, contacts and companies are managed, so you can give a user access to one but not the other: HubSpot user permissions guide
If you have a Pro Hub, you could also create a marketing team that applies these permissions to all members: Create and edit teams
Hope this helps.
Jun 5, 2020 6:46 AM
Thanks Phil! Best regards!