Hi there! Thanks for your comment. Just to confirm are you looking to provide access to simply View Email and Meeting Logs? If so, this article explains how to limit access to logged emails in the CRM: knowledge.hubspot.com/connected-email/limit-access-to-logged-emails-in-the-crm I hope this helps!
Greetings! I'm a recent subscriber to your channel! Could you clarify if there's a way to selectively display specific company contacts to users while keeping the rest hidden? Thank you!
Hi there, thanks for your comment! HubSpot's permissions aren't really designed for this, however, you can set permissions so that a User can only see the Contacts or Companies they are assigned to. For example, if a user is the Company Owner for five companies, they will only be able to see those five companies. You can learn more about Contact and Company owners here: knowledge.hubspot.com/records/how-to-set-a-record-owner Hope this helps!
How do you like to set User Permissions? Do you like to use HubSpots profiles or do you prefer to go from scratch?
is there a way to give email and meeting log access?
Hi there! Thanks for your comment.
Just to confirm are you looking to provide access to simply View Email and Meeting Logs? If so, this article explains how to limit access to logged emails in the CRM: knowledge.hubspot.com/connected-email/limit-access-to-logged-emails-in-the-crm
I hope this helps!
Greetings! I'm a recent subscriber to your channel!
Could you clarify if there's a way to selectively display specific company contacts to users while keeping the rest hidden? Thank you!
Hi there, thanks for your comment!
HubSpot's permissions aren't really designed for this, however, you can set permissions so that a User can only see the Contacts or Companies they are assigned to. For example, if a user is the Company Owner for five companies, they will only be able to see those five companies. You can learn more about Contact and Company owners here: knowledge.hubspot.com/records/how-to-set-a-record-owner
Hope this helps!