Tips, Tricks & Best Practices

NT_
Contributor

View Access - Read-only view

SOLVE

Hey, 
I got a problem with our user access and view.
Skærmbillede 2023-12-08 kl. 13.56.05.png
Every member of my team needs to see the same view. The problem is that every time they arrange the columns, add properties, and click save, it doesn't save the view. So, every time they close the tab and open up HubSpot again, they have to rearrange and add everything all over again.

I can see on the picture, that they need to give them some other access, but i dont know what? - Also, they shouldnt have access to too much either 🙂 

Thanks for the help. 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

View Access - Read-only view

SOLVE

Hi @NT_,

 

If this is the view that shows all records, you need to click the small duplicate icon right next to the save symbol to save columns and sorting order.

 

Once saved, the view gets a new tab. By moving the tab to the very left (drag and drop), it becomes the new default.

 

If you don't want everyone to have to go through the same steps, you can set default views here: https://knowledge.hubspot.com/crm-setup/set-default-object-views-for-new-users

 

Again, make sure to save columns and sorting to a dedicated view before you make it the default for everyone.

 

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.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

View Access - Read-only view

SOLVE

Hi @NT_,

 

If this is the view that shows all records, you need to click the small duplicate icon right next to the save symbol to save columns and sorting order.

 

Once saved, the view gets a new tab. By moving the tab to the very left (drag and drop), it becomes the new default.

 

If you don't want everyone to have to go through the same steps, you can set default views here: https://knowledge.hubspot.com/crm-setup/set-default-object-views-for-new-users

 

Again, make sure to save columns and sorting to a dedicated view before you make it the default for everyone.

 

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.