How to Update HubSpot Contacts Access?

By default, all users have access to contacts. On the Contacts tab, you can set more granular permissions and restrictions for contacts, companies, and tasks, and other functions relating to the CRM.

Click the dropdown menu to control the set of contacts, companies, and tasks the user can view.

• • The options are Everything, Team only, and Owned only.

  • When selecting Team only or Owned only, select the Unassigned checkbox to allow the user to see unassigned contacts and companies.

  • Users with View: Owned only permissions will only see their owned contacts on the contacts home and in the lists tool (Marketing Hub only).

• Communicate: click the dropdown menu to control the set of contacts and companies the user can email, call, or schedule a meeting with.
  • The options are Everything, Team only, Owned only, and None.
  • When selecting Team only or Owned only, select the Unassigned checkbox to allow the user to see unassigned contacts and companies.

• Edit: click the dropdown menu to control the set of contacts, companies, and tasks the user can edit and delete.
  • The options are Everything, Team only, Owned only, and None.
  • When selecting Team only or Owned only, select the Unassigned checkbox to allow the user to see unassigned contacts and companies.

Please note: ownership permissions are based on the default owner properties and custom HubSpot user field type properties. Users with Team ownership permissions can access records owned by any members of their assigned teams and, if you have parent-child teams (Enterprise accounts only), the members of their team's child teams.

Get in contact with us to find out more information!