How to restrict user to create deal on company he does not own?

[ozgesilla]

I want to ensure that users can only create deals for companies where they are assigned as the owner. If a user does not own a company, they should not be able to create a deal under it.

What are the best ways to enforce this restriction? Are there any built-in settings, permissions, or workflow automation solutions that can help achieve this?

Would love to hear about best practices or alternative approaches to manage this restriction effectively.

[Roger]

Restrict creating a deal of company the user don't own
We have exactly the same problem. It should be possible to see a company, but if the permission is set only to company the person own, it is still possible to create and associate a new deal. That should not work. Has anybody an idea how to show the company, but don't give the possibility to change anything on this contact/company even not be able to create an associated deal? 
Thanks a lot for your advice. 
Roger

[CQueen6 · Accepted solution]

There is an option under their permissions to only allow them access to contacts, companies, or deals that they own. Having this set should prevent the user from accessing the objects they do not own and associating them with other objects.

[emilianovargas]

Hi @ozgesilla,

You want to prevent users from creating deals for companies they don’t own. While HubSpot doesn’t have a direct "create deals only for owned companies" setting, a workaround is using Teams and permissions.

Set up Teams to restrict company visibility: Go to Settings > Users & Teams > Teams, edit the team, and under "Object access," set Companies to "Only records owned by their team." This ensures users only see companies they own, limiting deal creation to those. Pair this with Deal permissions (e.g., "Edit only own") for stricter control.

For automation, a workflow could flag deals linked to unowned companies, but visibility restrictions are simpler.

Hope this helps!
— Emiliano

💡 If this answer was helpful, don’t forget to mark it as the accepted solution to help other users.

[ozgesilla]

But In that case can't  they create a new deal if the company owner is not them?