Tips, Tricks & Best Practices

MMCT
Miembro

How set access segregation for Marketing Hub team

resolver

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?

 

0 Me gusta
1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

How set access segregation for Marketing Hub team

resolver

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 | HubSpot Website Agency

Ver la solución en mensaje original publicado

0 Me gusta
2 Respuestas 2
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

How set access segregation for Marketing Hub team

resolver

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 | HubSpot Website Agency
0 Me gusta
MMCT
Miembro

How set access segregation for Marketing Hub team

resolver

Thanks Phil! Best regards!