"Fake user" to own unassigned companies

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BML
Participant

Hello

Hubspot sales (professional).

We have various teams mimicking our departments. Team ownership and access is still a bit mysterious to me.

I am thinking of creating a "fake user" who would own by default all "unassigned" companies for each team. That would allow each team to have visibility.

Is this an OK way of doing it? Any better way?

Thanks in advance

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karstenkoehler
Solution
Most Valuable Member

Hi @BML,

 

Thanks for the added context. Yes, if you want an unassigned contact/company to be visible to certain teams only, you'd have to find a workaround. HubSpot's standard permissions do not have any options for this requirement.

 

This is probably personal preference, but I would rather assign these unassigned contacts/companies to a team lead who will then take care of further assigning the contacts/companies – instead of assigning them to fake users. However both would be viable options.

 

Let me know if that answers the question for you!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Most Valuable Member

Hi @BML,

 

Could you provide a bit more context, who should be able to see which records in your portal? For example, if there are a team A and B, what should they be able to see and what not?

 

I would not recommend working with fake users. There is usually an "official" way to accomplish this.

 

This section in the user permissions guide details these permissions. Which part is unclear here? Happy to help!

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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BML
Participant

@karstenkoehler  thanks for replying.

My issue is when a company has no obvious/active owner and we want to make it viewable/editable to the team in charge. Like a "VC investor" should not be accessible to the Sales team but to the Finance team. We need to assign a company to a "team" or a "territory" but that is not doable.  So we can create a "fake user" that would be a "default Finance user" and assign them by default to that user. Same for each team. 

0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Hi @BML,

 

Thanks for the added context. Yes, if you want an unassigned contact/company to be visible to certain teams only, you'd have to find a workaround. HubSpot's standard permissions do not have any options for this requirement.

 

This is probably personal preference, but I would rather assign these unassigned contacts/companies to a team lead who will then take care of further assigning the contacts/companies – instead of assigning them to fake users. However both would be viable options.

 

Let me know if that answers the question for you!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

BML
Participant

thanks