Tips, Tricks & Best Practices

spaulsen
Contributor

restricting access to marketing files

Silly question time...

How do I restrict access to Marketing Files for some users?

 

I don't want them deleting them or using them in unauthorized (inappropriate) ways.

 

Thanks in advance for ideas.

3 Replies 3
jolle
Recognized Expert | Partner
Recognized Expert | Partner

restricting access to marketing files

Hey @spaulsen, thanks for reaching out!

 

If you go to Settings > Users and Teams > click on the specific user, you can toggle off Files access under the Marketing tab:

 

Screen Shot 2023-03-16 at 11.31.40 AM.png

 

If Files is toggled off, then that user won't even see it as an option within the navigation and will not be able to access anything there.

 

Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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spaulsen
Contributor

restricting access to marketing files

Thanks for the reply Jacob

that does prevent users from deleting files, however they can still see the files and get the url for them and have unauthorized use.

 

Are you aware of any way to restrict marketing Files from uses completely?

0 Upvotes
VMerrill
Contributor | Diamond Partner
Contributor | Diamond Partner

restricting access to marketing files

Hi @spaulsen 

 

When you download a file into documents, you can hover over the title and click the "Actions" dropdown. One of the dropdown options is "manage sharing". There, you have three options: Only me, Everyone, and Specific Users and Teams. If you go to settings and create a "Marketing Team" that includes all the people you want to have access, you can grant only that team access to files! 

 

Let me know if that helps.