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AnnVa
Jun 12, 201910:01 AM
Member
Contact Access - Permissions
SOLVE
Hello Community!
My question is: I need to add a new user to HubSpot. This user should have an ability to work with some limited contacts, not all the listed. How can I do?
Thanks in advance.
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Solution
Josh
Jun 12, 201911:30 AM
Recognized Expert | Platinum Partner
Contact Access - Permissions
SOLVE
Hi@AnnVa,
You would want to set those up with the appropriate permissions. In this case you may want them to be able to view all contacts, but only edit the ones they own.
Here's the best resource in understanding user permissions within HubSpot. This should help you out, but if you're still in need of assistance, schedule some time with me and I'll walk you through it.
Josh
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Platinum Partner & HubSpot Certified Trainer |
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AnnVa
Jun 14, 20195:20 AM
Member
Contact Access - Permissions
SOLVE
Hi Josh!
Thank you, this issue is solved.
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AGupta115
May 13, 20217:00 AM
Participant
Contact Access - Permissions
SOLVE
How did you solve this?
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Solution
Josh
Jun 12, 201911:30 AM
Recognized Expert | Platinum Partner
Contact Access - Permissions
SOLVE
Hi@AnnVa,
You would want to set those up with the appropriate permissions. In this case you may want them to be able to view all contacts, but only edit the ones they own.
Here's the best resource in understanding user permissions within HubSpot. This should help you out, but if you're still in need of assistance, schedule some time with me and I'll walk you through it.
Josh
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer |
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acchan
Jul 30, 20205:22 AM
Member
Contact Access - Permissions
SOLVE
Hi, I have a question. Your solution still lets the user view all the contacts but there are some contacts that are confidential except the board of directors. Is it possible?
Thank you
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Josh
Jul 30, 20208:01 AM
Recognized Expert | Platinum Partner
Contact Access - Permissions
SOLVE
Hi@acchan,
There is not a way to set permissions so that a user can see all contacts except for a small set of them. There may be some workarounds for this, but I can't think of any that won't cause issues elsewhere.
Josh
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer |
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