How set access segregation for Marketing Hub team

SOLVE
MMCT
Member

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?

 

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Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

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.

 

 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

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.

 

 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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MMCT
Member

Thanks Phil! Best regards!