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lang: ${userLang}`); const injectContent = (results) => { let promoBar = document.querySelector('#kb-alert'); results.forEach(result => { // console.log(result); if (result.message.length) { if (document.querySelector('#kb-alert.transparent')) { document.querySelector('#kb-alert.transparent').classList.remove('transparent'); } let messageWrapper = document.createElement('div'); messageWrapper.classList.add('hs-page-width-normal'); let message = document.createElement('p'); message.classList.add("banner-message-text"); message.innerHTML = result.message.trim(); promoBar.appendChild(messageWrapper); messageWrapper.appendChild(message) if (result.ctaLink.length && result.ctaText.length) { let ctaWrapper = document.createElement('div'); let cta = document.createElement('a'); ctaWrapper.classList.add('banner-cta-link'); // cta.classList.add('cta'); // cta.classList.add('cta--medium'); // cta.classList.add('cta--primary-dark'); cta.classList.add('banner-cta-link'); cta.setAttribute('href',result.ctaLink.trim()); cta.innerHTML = result.ctaText.trim(); // ctaWrapper.appendChild(cta); message.appendChild(cta); } } else { // console.log("no message...returning"); return; } }) } const processBanner = (results) => { // console.log(results); if (sessionStorage.getItem("HSSupportAnnouncements")) { // console.log('processBanner() announcements found'); let data = JSON.parse(sessionStorage.getItem('HSSupportAnnouncements')); if (data.lang === userLang) { // console.log('pB() lang match'); data.messages = results; sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(data)); return; } else { // console.log('pB() no lang match'); injectContent(results); data.lang = userLang; data.messages = results; sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(data)); } } else { // console.log('pB() injecting'); injectContent(results); // console.log(JSON.stringify(results)); messageData = { lang: userLang, messages: results } sessionStorage.setItem("HSSupportAnnouncements", JSON.stringify(messageData)); } } // console.log(userLang); if (sessionStorage.getItem('HSSupportAnnouncements')) { // console.log('announcements found'); let data = JSON.parse(sessionStorage.getItem('HSSupportAnnouncements')); // console.log(typeof data, data); if (userLang === data.lang) { // console.log('lang match'); injectContent(data.messages); } else { // console.log('no lang match'); } } </script> <script src="https://script.google.com/macros/s/AKfycbySpmgzEjP1bEnrLD5xM_fdMOxDn47Kt9buJO9HtQER7pZmhu0/exec?lang=en&type=kb&callback=processBanner" async nonce="HmiMMa2tD6YzMI9eWKS8Sw=="> </script></div> <div id="kb-main-content" name="kb-main-content"></div> </div> <main class="kb-blog-post-body template-centered template-padding"> <div class="body-container--blog-post"> <div id="hs_cos_wrapper_Primary_topic_field" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"></div> <div id="hs_cos_wrapper_module_15971907006672" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section class="breadcrumb-lang-picker"> <div class="breadcrumb-container"> <nav class="kb-breadcrumbs"> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/account-and-setup"> <span>Account & Setup</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/account-and-setup/topics#account-security"> <span>Account Security</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>Limit access to your HubSpot assets</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="January 27, 2020" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/account-security/limit-access-to-your-hubspot-assets" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Limit access to your HubSpot assets</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified">  October 30, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">All products and plans</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>You can limit access to content, data, and more so only the right teams and users can view and edit them. This can be helpful if you want to keep your assets separated by department or team. It also helps your users stay focused and organized. </p> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li><a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener" target="_blank">Super admins</a> can view all assets.</li> <li>A <span style="font-weight: bold;"><em>CMS</em></span> or <em><strong>Marketing Hub</strong></em> <em>Enterprise</em> subscription is required to limit access to blog posts and pages by <a href="https://knowledge.hubspot.com/user-management/create-and-manage-teams" rel="noopener" target="_blank">teams</a>.</li> <li>Assets, such as templates, sequences, documents, and playbooks, can <span style="text-decoration: underline;">only</span> be viewed by <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener" target="_blank">super admins</a>, and the teams and users who have access. </li> </ul> </div>  <p><span style="color: #33475b; font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;"><br>The assets that you can limit access to depend on your HubSpot subscription:</span></p> <table style="width: 84.6238%; margin-left: auto; margin-right: auto; border-collapse: collapse; table-layout: fixed; height: 1480px; border: 1px solid #99acc2;"> <tbody> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;"><span style="font-size: 16px;"><strong>Asset name</strong></span></td> <td style="text-align: center; height: 57px; vertical-align: middle; width: 211.842%; padding: 4px; border: 1px solid #99acc2;" colspan="5"><span style="font-size: 16px;"><strong>Hub</strong><strong><br></strong></span><span style="font-size: 16px;"><strong> </strong></span></td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"><em><strong>Marketing Hub</strong></em></td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"><em><strong>Sales Hub</strong></em></td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"><em><strong>Service Hub</strong></em></td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"><strong><em>Content Hub</em></strong></td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;"><strong><em>Operations Hub</em></strong></td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; background-color: #ffffff; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="height: 33px; vertical-align: middle; text-align: center; width: 211.842%; padding: 4px; border: 1px solid #99acc2;" colspan="5">All accounts</td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">CRM records</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;">✓</td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">CRM views</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;">✓</td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">Conversations inbox</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;">✓</td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; background-color: #ffffff; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="height: 33px; text-align: center; vertical-align: middle; width: 211.842%; padding: 4px; border: 1px solid #99acc2;" colspan="5">Professional and Enterprise</td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Templates</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Sequences</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">Documents</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;"> </td> </tr> <tr style="height: 81px;"> <td style="width: 40.3225%; height: 81px; padding: 4px; border: 1px solid #99acc2;">Deal and ticket pipelines</td> <td style="width: 36.7423%; vertical-align: middle; text-align: center; height: 81px; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; vertical-align: middle; text-align: center; height: 81px; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; vertical-align: middle; text-align: center; height: 81px; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; vertical-align: middle; text-align: center; height: 81px; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 81px;">✓</td> </tr> <tr style="height: 81px;"> <td style="width: 40.3225%; padding: 4px; border: 1px solid #99acc2; height: 81px;">Social accounts </td> <td style="width: 36.7423%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 81px;">✓</td> <td style="width: 14.6206%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 81px;"> </td> <td style="width: 9.32584%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 81px;"> </td> <td style="width: 103.616%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 81px;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 81px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; padding: 4px; border: 1px solid #99acc2; height: 33px;">Files </td> <td style="width: 36.7423%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;">✓</td> <td style="width: 14.6206%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;">✓</td> <td style="width: 9.32584%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;">✓</td> <td style="width: 103.616%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;">✓</td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="height: 33px; vertical-align: middle; text-align: center; width: 211.842%; padding: 4px; border: 1px solid #99acc2;" colspan="5">Enterprise</td> </tr> <tr> <td style="width: 40.3225%; padding: 4px; border: 1px solid #99acc2;">Campaigns</td> <td style="width: 36.7423%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">Dashboards</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Reports</td> <td style="width: 36.7423%; vertical-align: middle; text-align: center; height: 33px; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; vertical-align: middle; text-align: center; height: 33px; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; vertical-align: middle; text-align: center; height: 33px; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; vertical-align: middle; text-align: center; height: 33px; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Properties</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">Record sidebars</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Blog posts</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Domains</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">Landing pages</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;"> </td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">Website pages</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Email</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Forms</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">Calls-to-action</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;"> </td> </tr> <tr style="height: 57px;"> <td style="width: 40.3225%; height: 57px; padding: 4px; border: 1px solid #99acc2;">Lists (BETA)</td> <td style="width: 36.7423%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 57px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 57px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Workflows</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; padding: 4px; border: 1px solid #99acc2; height: 33px;">Playbooks</td> <td style="width: 36.7423%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> <td style="width: 14.6206%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;">✓</td> <td style="width: 9.32584%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;">✓</td> <td style="width: 103.616%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">Ads</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> <tr style="height: 129px;"> <td style="width: 40.3225%; height: 129px; padding: 4px; border: 1px solid #99acc2;">Email subscription preferences (BETA)</td> <td style="width: 36.7423%; height: 129px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 129px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 129px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 129px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 129px;"> </td> </tr> <tr style="height: 33px;"> <td style="width: 40.3225%; height: 33px; padding: 4px; border: 1px solid #99acc2;">HubDB</td> <td style="width: 36.7423%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 14.6206%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 9.32584%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;"> </td> <td style="width: 103.616%; height: 33px; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2;">✓</td> <td style="width: 47.537%; vertical-align: middle; text-align: center; padding: 4px; border: 1px solid #99acc2; height: 33px;"> </td> </tr> </tbody> </table> <br> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>Assets that aren't listed in the above table <span style="text-decoration: underline;">cannot</span> have access limited at this time.</li> <li>If you <a href="#limit-access-to-tool" rel="noopener">limit access to a tool</a> for a user, but have the <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#account-access" rel="noopener" target="_blank"><span style="font-style: italic;">Limit access by teams</span> permission (<span style="font-style: italic;">Enterprise</span><span style="font-style: normal;"> only)</span></a> enabled, your user will still have access to the tool if their team has access. Learn how to <a href="https://knowledge.hubspot.com/user-management/manage-user-permissions" rel="noopener" target="_blank">edit user permissions</a>.</li> </ul> </div> <a id="limit-access-to-tool" data-hs-anchor="true"></a> <h2>Set default permissions for marketing content (<em><span style="font-weight: bold;">Content Hub</span></em> and <em><span style="font-weight: bold;">Marketing Hub</span> Enterprise</em> only)</h2> <p>By default, newly created marketing assets are accessible to all users with permissions for the asset. However, you may want to only allow specific users or teams to create or edit assets.</p> <p>In your account settings, you can automatically limit access to newly created marketing assets so that only the asset creator and their team can view and edit them. This does <span style="text-decoration: underline;">not</span> apply to other asset types, such as files and folders in the files tool. </p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">In the left sidebar menu, navigate to <strong>Users & Teams</strong>.</span></li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Click the <strong>Teams</strong> tab.</span></li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Click to toggle the <strong>Turn on to limit access to new content</strong> switch on.</span></li> </ul> <p><br><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-20-23-0134-AM.png?width=608&height=163&name=image-png-Jun-16-2023-05-20-23-0134-AM.png" loading="lazy" width="608" height="163" style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack); width: 608px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-20-23-0134-AM.png?width=304&height=82&name=image-png-Jun-16-2023-05-20-23-0134-AM.png 304w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-20-23-0134-AM.png?width=608&height=163&name=image-png-Jun-16-2023-05-20-23-0134-AM.png 608w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-20-23-0134-AM.png?width=912&height=245&name=image-png-Jun-16-2023-05-20-23-0134-AM.png 912w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-20-23-0134-AM.png?width=1216&height=326&name=image-png-Jun-16-2023-05-20-23-0134-AM.png 1216w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-20-23-0134-AM.png?width=1520&height=408&name=image-png-Jun-16-2023-05-20-23-0134-AM.png 1520w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-20-23-0134-AM.png?width=1824&height=489&name=image-png-Jun-16-2023-05-20-23-0134-AM.png 1824w" sizes="(max-width: 608px) 100vw, 608px"></p> <p><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;"> </span></p> <h2>How to limit access</h2> <p><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Access to tools can be limited by following the below steps. For dashboards, CRM views, and email subscription preferences, skip to the <a href="#tool-specific-instructions" rel=" noopener">tool-specific section below</a>.</span></p> <ul> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">In your HubSpot account, <a href="https://knowledge.hubspot.com/help-and-resources/a-guide-to-hubspots-navigation" rel="noopener" target="_blank">navigate to the tool that you want to limit access to</a></span><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">.</span></li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">To assign one asset, hover over the asset you want to assign, then click the <strong>Actions </strong>dropdown menu and select <strong>Manage Access</strong>. </span></li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">To assign assets in bulk, select the <strong>checkboxes</strong> next to the asset you want to assign, then click <strong>Manage access</strong>.<br><br></span></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-22-42-6867-AM.png?width=557&height=174&name=image-png-Jun-16-2023-05-22-42-6867-AM.png" loading="lazy" width="557" height="174" style="width: 557px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-22-42-6867-AM.png?width=279&height=87&name=image-png-Jun-16-2023-05-22-42-6867-AM.png 279w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-22-42-6867-AM.png?width=557&height=174&name=image-png-Jun-16-2023-05-22-42-6867-AM.png 557w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-22-42-6867-AM.png?width=836&height=261&name=image-png-Jun-16-2023-05-22-42-6867-AM.png 836w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-22-42-6867-AM.png?width=1114&height=348&name=image-png-Jun-16-2023-05-22-42-6867-AM.png 1114w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-22-42-6867-AM.png?width=1393&height=435&name=image-png-Jun-16-2023-05-22-42-6867-AM.png 1393w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-22-42-6867-AM.png?width=1671&height=522&name=image-png-Jun-16-2023-05-22-42-6867-AM.png 1671w" sizes="(max-width: 557px) 100vw, 557px"> </p> <ul> <li>In the dialog box, select <strong>Available to everyone</strong> or <strong>Select users and teams who can edit</strong>. </li> <li>To assign the content to teams or users, click the <strong>Teams</strong> or <strong>Users</strong> tab, then click the <strong>checkbox </strong>next to the teams and users you want to assign.</li> <li>Click <strong>Save</strong>. The asset will now only be visible to the selected users and teams. <span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">For the tools that don't follow the above instructions, you'll find the tool-specific instructions below.</span> <br> <br><br><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-23-51-9412-AM.png?width=450&height=501&name=image-png-Jun-16-2023-05-23-51-9412-AM.png" loading="lazy" width="450" height="501" style="width: 450px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-23-51-9412-AM.png?width=225&height=251&name=image-png-Jun-16-2023-05-23-51-9412-AM.png 225w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-23-51-9412-AM.png?width=450&height=501&name=image-png-Jun-16-2023-05-23-51-9412-AM.png 450w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-23-51-9412-AM.png?width=675&height=752&name=image-png-Jun-16-2023-05-23-51-9412-AM.png 675w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-23-51-9412-AM.png?width=900&height=1002&name=image-png-Jun-16-2023-05-23-51-9412-AM.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-23-51-9412-AM.png?width=1125&height=1253&name=image-png-Jun-16-2023-05-23-51-9412-AM.png 1125w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jun-16-2023-05-23-51-9412-AM.png?width=1350&height=1503&name=image-png-Jun-16-2023-05-23-51-9412-AM.png 1350w" sizes="(max-width: 450px) 100vw, 450px"></li> </ul> <h2><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Tool-specific instructions</span></h2> <h3><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">CRM records</span></h3> <p>By default, users can view and edit all contacts, companies, deals, and tickets. You can adjust a user's permissions so that they can only view and edit records owned by them or their team.</p> <p>To limit access to CRM records for your users:</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li>In the left sidebar menu, navigate to <strong>Users & Teams</strong>.</li> <li>Hover over the <strong>name</strong> of the user you want to edit. Then, click <strong>Edit permissions</strong>.</li> <li>In the left sidebar menu, click to expand the <strong>CRM </strong>> <strong>CRM objects</strong>. </li> <li>On the <em>CRM</em> tab, click <strong>[Object] </strong>to expand the section. <ul> <li>Click the <strong>dropdown menus</strong> next to the <em>View</em>, <em>Edit</em>, and <em>Delete<strong> </strong></em>permissions for a specific record type.</li> <li>Select <strong>All contacts</strong>, <strong>Their team's contacts</strong>, or <strong>Their contacts</strong>. When configuring <em>Edit </em>or <em>Delete </em>permissions, you can also select <strong>None</strong>. <br> </li> </ul> </li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-13-22-8232-AM.png?width=602&height=418&name=image-png-Oct-29-2024-07-13-22-8232-AM.png" loading="lazy" width="602" height="418" style="width: 602px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-13-22-8232-AM.png?width=301&height=209&name=image-png-Oct-29-2024-07-13-22-8232-AM.png 301w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-13-22-8232-AM.png?width=602&height=418&name=image-png-Oct-29-2024-07-13-22-8232-AM.png 602w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-13-22-8232-AM.png?width=903&height=627&name=image-png-Oct-29-2024-07-13-22-8232-AM.png 903w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-13-22-8232-AM.png?width=1204&height=836&name=image-png-Oct-29-2024-07-13-22-8232-AM.png 1204w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-13-22-8232-AM.png?width=1505&height=1045&name=image-png-Oct-29-2024-07-13-22-8232-AM.png 1505w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-13-22-8232-AM.png?width=1806&height=1254&name=image-png-Oct-29-2024-07-13-22-8232-AM.png 1806w" sizes="(max-width: 602px) 100vw, 602px"> <br>  <br> <ul> <li>To edit who can communicate with a record, in the left sidebar menu, click <strong>CRM </strong>> <strong>CRM objects</strong>.  <ul> <li>Click the <strong>dropdown menu</strong> next to <em>Communicate</em>.</li> <li>Select <strong>All records</strong>, <strong>Records their team owns</strong>, <strong>Records they own</strong>, or <strong>None</strong>.</li> </ul> </li> <li>After updating permissions, in the top right, click <strong>Save.</strong></li> </ul> <p> </p> <p class="alert"><span style="font-weight: bold;">Please note: </span>the updated permissions will only take effect after the users log out, then log back in. Learn more about <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide" rel="noopener" target="_blank">user permissions</a></p> <br> <br> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-16-38-0139-AM.png?width=660&height=241&name=image-png-Oct-29-2024-07-16-38-0139-AM.png" loading="lazy" width="660" height="241" style="width: 660px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-16-38-0139-AM.png?width=330&height=121&name=image-png-Oct-29-2024-07-16-38-0139-AM.png 330w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-16-38-0139-AM.png?width=660&height=241&name=image-png-Oct-29-2024-07-16-38-0139-AM.png 660w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-16-38-0139-AM.png?width=990&height=362&name=image-png-Oct-29-2024-07-16-38-0139-AM.png 990w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-16-38-0139-AM.png?width=1320&height=482&name=image-png-Oct-29-2024-07-16-38-0139-AM.png 1320w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-16-38-0139-AM.png?width=1650&height=603&name=image-png-Oct-29-2024-07-16-38-0139-AM.png 1650w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-16-38-0139-AM.png?width=1980&height=723&name=image-png-Oct-29-2024-07-16-38-0139-AM.png 1980w" sizes="(max-width: 660px) 100vw, 660px"></p> <p> </p> <h3>CRM views</h3> <p>You can't limit access to standard views but custom CRM views can be set to be visible only to you, visible to your team, or visible to everyone. </p> <p>To limit access to a CRM view:</p> <ul> <li>In your HubSpot account, <a href="https://knowledge.hubspot.com/help-and-resources/a-guide-to-hubspots-navigation" rel="noopener" target="_blank">navigate to your contact, company, deal, ticket, or custom object home page</a>.</li> <li>At the top, click <strong>All views</strong>.</li> <li>Hover over the <strong>view name</strong>, then click <strong>Options</strong>. In the dropdown menu, select <strong>Manage sharing</strong>.</li> <li>In the dialog box, select from the following options: <ul> <li><strong>Private:</strong> the view will only be visible to you.</li> <li><strong>My team: </strong>the view will only be visible to users in your team. </li> <li><strong>Everyone:</strong> the view will be visible to all users in your HubSpot account.</li> </ul> </li> <li>Click <strong>Save</strong>.</li> </ul> <h3>Conversations inbox</h3> <p>After <a href="https://knowledge.hubspot.com/inbox/set-up-the-conversations-inbox" rel="noopener" target="_blank">creating an inbox</a>, you can edit which users and teams can view it by editing your inbox <span style="font-style: italic;">Access</span> settings. Learn how to <a href="/inbox/set-up-the-conversations-inbox#set-up-the-default-inbox" rel="noopener">manage your inbox users</a>. </p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li aria-level="1">In the left sidebar menu, navigate to <strong>Inbox & Helpdesk</strong> > <strong>Inboxes</strong>.</li> <li>Hover over the inbox that you'd like to manage and click <strong>Edit</strong>. </li> <li>At the top, click the <strong>Access </strong>tab. </li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Under the <em>Access </em>section, select <strong>Available to everyone</strong> or <strong>Select users and teams who can edit</strong>. </span> <br> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-25-34-5675-AM.png?width=439&height=539&name=image-png-Oct-29-2024-07-25-34-5675-AM.png" loading="lazy" width="439" height="539" style="width: 439px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-25-34-5675-AM.png?width=220&height=270&name=image-png-Oct-29-2024-07-25-34-5675-AM.png 220w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-25-34-5675-AM.png?width=439&height=539&name=image-png-Oct-29-2024-07-25-34-5675-AM.png 439w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-25-34-5675-AM.png?width=659&height=809&name=image-png-Oct-29-2024-07-25-34-5675-AM.png 659w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-25-34-5675-AM.png?width=878&height=1078&name=image-png-Oct-29-2024-07-25-34-5675-AM.png 878w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-25-34-5675-AM.png?width=1098&height=1348&name=image-png-Oct-29-2024-07-25-34-5675-AM.png 1098w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-25-34-5675-AM.png?width=1317&height=1617&name=image-png-Oct-29-2024-07-25-34-5675-AM.png 1317w" sizes="(max-width: 439px) 100vw, 439px"></p> <h3>Dashboards</h3> <p>Dashboard owners can set which teams have <em>View </em>and <em>Edit</em> access to custom dashboards. </p> <ul> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">In your HubSpot account, navigate to <strong>Reports</strong> > <strong>Dashboards</strong>.</span></li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">In the top left, click the </span><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;"><strong>Assigned </strong>dropdown menu<span style="font-style: inherit;">, then click </span><strong style="font-style: inherit;">Edit access</strong><span style="font-style: inherit;">.</span><br><span style="font-style: inherit;"> </span></span></li> </ul> <p><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;"><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-30-41-0845-AM.png?width=597&height=499&name=image-png-Oct-29-2024-07-30-41-0845-AM.png" loading="lazy" width="597" height="499" style="width: 597px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-30-41-0845-AM.png?width=299&height=250&name=image-png-Oct-29-2024-07-30-41-0845-AM.png 299w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-30-41-0845-AM.png?width=597&height=499&name=image-png-Oct-29-2024-07-30-41-0845-AM.png 597w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-30-41-0845-AM.png?width=896&height=749&name=image-png-Oct-29-2024-07-30-41-0845-AM.png 896w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-30-41-0845-AM.png?width=1194&height=998&name=image-png-Oct-29-2024-07-30-41-0845-AM.png 1194w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-30-41-0845-AM.png?width=1493&height=1248&name=image-png-Oct-29-2024-07-30-41-0845-AM.png 1493w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-30-41-0845-AM.png?width=1791&height=1497&name=image-png-Oct-29-2024-07-30-41-0845-AM.png 1791w" sizes="(max-width: 597px) 100vw, 597px"></span></p> <p> </p> <ul> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">In the right panel, select from the following options:</span> <ul> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;"><strong>Private to owner:</strong> allow only the dashboard owner to see the dashboard, select the <em>Private to owner</em> <strong>radio button</strong>. Then click <strong>Save</strong>.</span></li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;"><strong>Everyone: </strong>allow all users to access the dashboard. When choosing this option, you can select <strong>View and edit </strong>or <strong>View only</strong>. </span></li> <li><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;"><strong>Only specific users and teams </strong><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;"><em>(</em><em><strong>Enterprise</strong></em> only)</span>: allow only specific teams and users to access the dashboard.</span></li> </ul> </li> </ul> <h3><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Deal and ticket pipelines</span></h3> <p><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;"><a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#admin" rel="noopener" target="_blank">Super admins </a>can manage which users and teams have access to specific deal and ticket pipelines. For each pipeline, you can give access to all users in the account, or limit access to individual users and teams.</span></p> <ul> <li aria-level="1">In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li aria-level="1">In the left sidebar menu, navigate to <strong>Objects</strong> > <strong>Deals</strong> or <strong>Objects</strong> > <strong>Tickets</strong>.</li> <li>At the top, click the <strong>Pipelines</strong> tab.</li> <li>In the <i>Select a pipeline </i>section, click the <strong>dropdown menu</strong> and select a <strong>pipeline </strong>to edit.</li> <li aria-level="1">In the top left, click the <strong>Actions </strong>dropdown menu, then select <strong>Manage Access</strong>.</li> <li aria-level="1">In the right panel, select <strong>Private to me</strong>, <strong>Available to everyone</strong> or <strong>Select users and teams who can edit</strong>.</li> </ul> <p>Explicitly giving a user or team access to a pipeline will limit access for all others. If a user does not have permission to view the pipeline:</p> <ul> <li>Restricted pipelines will be grayed out in the HubSpot account on desktop and <a href="https://knowledge.hubspot.com/records/work-with-records-in-the-hubspot-mobile-app" rel="noopener" target="_blank">the mobile app</a>.</li> <li>They can view a specific deal or ticket record if sent a direct link from a user with access to the pipeline.</li> <li>They can view records from restricted pipelines in reports.</li> <li>They can view records from restricted pipelines as associations on records.</li> <li>They can search for records within the pipeline.</li> <li>They will <span style="text-decoration: underline;">not</span> be able to create new records within the pipeline. </li> </ul> <h3><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Documents, playbooks, sequences, and sales templates</span></h3> <p><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">After creating a document, playbook, sequence, or template, you can set the level of access to be private to the owner, shared with everyone, or shared with specific users and teams. </span></p> <p><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Learn how to <a href="/sequences/share-sales-content-with-users-and-teams" rel="noopener" target="_blank">limit access to sales content</a>. </span></p> <h3>Domains</h3> <p>By default, users with the <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#account" rel="noopener" target="_blank"><em>Add and edit domains</em> user permission</a> can view and edit all domains, as well as publish content to all domains. To limit which users can edit or publish content to particular domains, learn how to <a href="https://knowledge.hubspot.com/domains-and-urls/assign-domain-publishing-permissions-to-teams" rel="noopener" target="_blank">assign domain publishing permissions to teams</a>.</p> <h3>Social Accounts</h3> <p><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Only <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#admin" rel="noopener" target="_blank">super admins </a>can manage which users and teams have access to specific social accounts. </span><span style="box-sizing: border-box; outline: 0px !important; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline; color: inherit;">Explicitly giving a user or team access to a social account will limit access for all others. Users or teams without access cannot view or manage posts from that account in the social tool. </span></p> <ul> <li aria-level="1">In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li aria-level="1">In the left sidebar menu, navigate to <strong>Marketing </strong>> <strong>Social</strong>.</li> <li>In the <em>Accounts</em> tab, under the <em>Account access </em>column, click <strong>Only me</strong>, <strong>Everyone</strong>, or <strong>[number of teams and users]</strong>.</li> <li aria-level="1">In the right panel, select <strong>Private to me</strong>, <strong>Available to everyone</strong> or <strong>Select users and teams who can edit</strong>. Only customers with a <em><strong>Marketing Hub</strong></em> <em>Enterprise<strong> </strong></em>subscription can limit access by users and teams.  <ul> <li aria-level="1">If you're selecting specific users or teams, in the search bar, search for and select the <strong>checkbox</strong> to the left of the user or team.</li> <li aria-level="1">To remove access from an account, clear the <strong>checkbox </strong>next to the user or team's name, or click the <strong>X</strong> in the <em>Who has access</em> section.</li> </ul> </li> <li aria-level="1">At the bottom of the panel, click <strong>Save</strong>.<br> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-37-44-0931-AM.png?width=655&height=499&name=image-png-Oct-29-2024-07-37-44-0931-AM.png" loading="lazy" width="655" height="499" style="width: 655px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-37-44-0931-AM.png?width=328&height=250&name=image-png-Oct-29-2024-07-37-44-0931-AM.png 328w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-37-44-0931-AM.png?width=655&height=499&name=image-png-Oct-29-2024-07-37-44-0931-AM.png 655w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-37-44-0931-AM.png?width=983&height=749&name=image-png-Oct-29-2024-07-37-44-0931-AM.png 983w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-37-44-0931-AM.png?width=1310&height=998&name=image-png-Oct-29-2024-07-37-44-0931-AM.png 1310w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-37-44-0931-AM.png?width=1638&height=1248&name=image-png-Oct-29-2024-07-37-44-0931-AM.png 1638w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Oct-29-2024-07-37-44-0931-AM.png?width=1965&height=1497&name=image-png-Oct-29-2024-07-37-44-0931-AM.png 1965w" sizes="(max-width: 655px) 100vw, 655px"></p> <h3>Emails</h3> <p>You can assign edit access to specific marketing emails to individual users or teams from the email dashboard using the general instructions above. Emails assigned to a team can only be edited by users on that team. Any email that isn't assigned will be accessible to all users and teams with the <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#marketing-tools" rel="noopener" target="_blank">email user permission</a>.</p> <p>If a user in your HubSpot account doesn't have access to edit a specific email, they can request access to it by following the steps below:</p> <ul> <li>In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Marketing Email</strong>.</li> <li>Click the <strong>name</strong> of the email you want edit access to.</li> <li>In the top right, hover over the <em>Review and Send</em> button, then click <strong>Request permission update</strong>.<br> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/request-edit-access-to-marketing-email-1.png?width=347&name=request-edit-access-to-marketing-email-1.png" alt="request-edit-access-to-marketing-email-1" width="347" loading="lazy" style="width: 347px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/request-edit-access-to-marketing-email-1.png?width=174&name=request-edit-access-to-marketing-email-1.png 174w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/request-edit-access-to-marketing-email-1.png?width=347&name=request-edit-access-to-marketing-email-1.png 347w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/request-edit-access-to-marketing-email-1.png?width=521&name=request-edit-access-to-marketing-email-1.png 521w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/request-edit-access-to-marketing-email-1.png?width=694&name=request-edit-access-to-marketing-email-1.png 694w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/request-edit-access-to-marketing-email-1.png?width=868&name=request-edit-access-to-marketing-email-1.png 868w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/request-edit-access-to-marketing-email-1.png?width=1041&name=request-edit-access-to-marketing-email-1.png 1041w" sizes="(max-width: 347px) 100vw, 347px"> </p> <ul> <li>In the dialog box, click the <strong>Approver</strong> dropdown menu and select an admin on your team.</li> <li>You can optionally enter a <strong>message</strong> to explain why you need edit access to the email.</li> <li>Click <strong>Send request</strong>. The approver you selected will be notified that you've requested access to the email. You'll then receive a confirmation email after the approver grants access.</li> </ul> <h3>Files </h3> <p>Manage access to individual files, folders, and subfolders in the files tool to further control which users or teams can view or edit these folders or files.</p> <p>When configuring your file access, you can allow all users or teams access to a main folder, but restrict access to a subfolder. You <span style="text-decoration: underline;">cannot</span> configure folder access settings on system folders generated by HubSpot. </p> <p>To restrict access to your files or folder:</p> <ul> <li><span data-sheets-root="1">In your HubSpot account, navigate to <strong>Library</strong> > <strong>Files</strong>.</span></li> <li>Hover over a <strong>file</strong> or <strong>folder</strong> and click <strong>Actions</strong>. Then, select <strong>Manage access</strong>. <br> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-51-22-6534-AM.png?width=592&height=266&name=image-png-Jul-15-2024-03-51-22-6534-AM.png" loading="lazy" width="592" height="266" style="width: 592px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-51-22-6534-AM.png?width=296&height=133&name=image-png-Jul-15-2024-03-51-22-6534-AM.png 296w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-51-22-6534-AM.png?width=592&height=266&name=image-png-Jul-15-2024-03-51-22-6534-AM.png 592w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-51-22-6534-AM.png?width=888&height=399&name=image-png-Jul-15-2024-03-51-22-6534-AM.png 888w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-51-22-6534-AM.png?width=1184&height=532&name=image-png-Jul-15-2024-03-51-22-6534-AM.png 1184w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-51-22-6534-AM.png?width=1480&height=665&name=image-png-Jul-15-2024-03-51-22-6534-AM.png 1480w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-51-22-6534-AM.png?width=1776&height=798&name=image-png-Jul-15-2024-03-51-22-6534-AM.png 1776w" sizes="(max-width: 592px) 100vw, 592px"> </p> <ul> <li>In the right panel, configure your file or folder access:  <ul> <li><strong>Private to me: </strong>limit access to your user account only.</li> <li><strong>Available to everyone:</strong> all users can view and edit the file or folder. </li> <li><strong>Select users and teams who can access</strong><strong>:</strong> only selected users can edit the file or folder. If you have a <em>Professional</em> or <em>Enterprise</em> subscription, you can also limit access by assigned teams. Learn more about <a href="/user-management/create-and-manage-teams" rel="noopener">managing teams</a>. <ul> <li>Select the <strong>checkbox</strong> next to the users or teams you want to grant access to. </li> <li aria-level="1">To remove access from a team, clear the <strong>checkbox </strong>next to the user or team's name, or click the <strong>X</strong> in the <em>Who has access</em> section.</li> </ul> </li> </ul> </li> <li aria-level="1">At the bottom of the panel, click <strong>Save</strong>.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-53-01-0251-AM.png?width=443&height=512&name=image-png-Jul-15-2024-03-53-01-0251-AM.png" loading="lazy" width="443" height="512" style="width: 443px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-53-01-0251-AM.png?width=222&height=256&name=image-png-Jul-15-2024-03-53-01-0251-AM.png 222w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-53-01-0251-AM.png?width=443&height=512&name=image-png-Jul-15-2024-03-53-01-0251-AM.png 443w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-53-01-0251-AM.png?width=665&height=768&name=image-png-Jul-15-2024-03-53-01-0251-AM.png 665w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-53-01-0251-AM.png?width=886&height=1024&name=image-png-Jul-15-2024-03-53-01-0251-AM.png 886w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-53-01-0251-AM.png?width=1108&height=1280&name=image-png-Jul-15-2024-03-53-01-0251-AM.png 1108w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Jul-15-2024-03-53-01-0251-AM.png?width=1329&height=1536&name=image-png-Jul-15-2024-03-53-01-0251-AM.png 1329w" sizes="(max-width: 443px) 100vw, 443px"></p> <h3>Properties</h3> <p><a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#super-admin" rel="noopener" target="_blank">Super admins</a> can limit access to a property so that only specific users and teams can edit the property on records. A limited property will still be visible by all users.</p> <p>Users and teams that aren't given access will see the message <em>You do not have the permissions to edit the value of this field</em> when hovering over the property on a record. Learn how to <a href="https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties" rel="noopener" target="_blank">limit edit access for properties</a>.</p>  <img src="https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Settings/Properties/property-cant-be-edited.png?width=775&name=property-cant-be-edited.png" alt="property-cant-be-edited" width="775" srcset="https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Settings/Properties/property-cant-be-edited.png?width=400&name=property-cant-be-edited.png 400w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Settings/Properties/property-cant-be-edited.png?width=800&name=property-cant-be-edited.png 800w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Settings/Properties/property-cant-be-edited.png?width=1200&name=property-cant-be-edited.png 1200w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Settings/Properties/property-cant-be-edited.png?width=1600&name=property-cant-be-edited.png 1600w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Settings/Properties/property-cant-be-edited.png?width=2000&name=property-cant-be-edited.png 2000w, https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Settings/Properties/property-cant-be-edited.png?width=2400&name=property-cant-be-edited.png 2400w" sizes="(max-width: 800px) 100vw, 800px" loading="lazy" style="width: 775px;">  <h3>Record sidebars</h3> <p>You can customize the sidebars that appear on contact, company, deal, and ticket records so that different teams have different views. Learn how to <a href="https://knowledge.hubspot.com/object-settings/customize-records#personalize-record-sidebars-for-specific-teams" rel="noopener" target="_blank">personalize record sidebars for specific teams</a>.</p> <h3>Reports</h3> <p>There are multiple ways to limit access to reports:</p> <ul> <li>If a report hasn’t been added to a dashboard, you can <a href="/reports/manage-reports-in-your-reports-list#manage-access-to-your-reports" rel="noopener" target="_blank">limit access to it individually from the reports tool</a>.</li> <li>You can partition a report dashboard by <a href="#dashboards" rel="noopener">assigning access to the dashboard</a>.</li> </ul> <p>You <span style="text-decoration: underline;">cannot</span> limit access to <a href="https://knowledge.hubspot.com/reporting-and-data/topics" rel="noopener" target="_blank">reports found within the analytics tools</a> section or individual custom <a href="/reports/create-custom-analytics-views" rel="noopener" target="_blank">analytics views</a>.</p> <h3 id="lists">List access limits (BETA)</h3> <p><a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#admin" rel="noopener" target="_blank">Super admins</a> can set which teams have visibility to which lists using the <a href="#general-partitioning-instructions" rel="noopener">general instructions above</a>. </p> <p>When assigning access to a list, or enabling the default assignment setting, keep in mind the following:</p> <ul> <li>Limited access lists can only be seen and selected by the list creator and the assigned teams. All other users will be unable to see or select the list. This applies to all tools, such as marketing email, workflows, and reports.</li> <li>In addition to the list filters, a contact will only appear in a limited access active list or new static list if they meet one of the following criteria:<br> <ul> <li>The contact is owned by a user on the assigned team.</li> </ul> <ul> <li>A custom <a href="https://knowledge.hubspot.com/properties/property-field-types-in-hubspot" rel="noopener" target="_blank">HubSpot user property</a> on the contact record is set to a user on the assigned team.</li> </ul> </li> </ul> <ul> <li>If a user moves to a different team, they will no longer be able to access or view the lists they could previously unless their new team has access to the same lists.</li> </ul> <p class="alert"><strong>Please note:</strong> for static lists, access can only be assigned while the list is being created. After a static list is created, the list will not update, including the ownership property filters that limit access. If you have an existing static list for which you'd like to limit access, <a href="/lists/create-active-or-static-lists#create-a-list" rel="noopener" target="_blank">create a new static list</a> with the same criteria and assign access before saving.</p> <h3 id="workflows">Workflows</h3> <p>Workflows can be assigned to a specific team from the workflows dashboard using the<a href="#general-partitioning-instructions" rel="noopener"> general instructions above</a>.</p> <p>Workflows assigned to a team can only be viewed and edited by users on that team. Any workflow that isn't assigned will be accessible to all users and teams with the <a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm-settings-access" rel="noopener" target="_blank">workflows user permission</a>.</p> <h3>Campaigns</h3> <p>You can limit access to your marketing campaigns to allow certain teams to manage the campaign's details and change which assets are associated with it. </p> <ul> <li>In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Campaigns</strong>.</li> <li>Hover over a <strong>campaign</strong> you want to edit access for, then click the <strong>Actions</strong> dropdown menu and click <strong>Manage access</strong>.</li> <li>In the right panel, select <strong>Available to everyone</strong> or <strong>Select teams who can edit</strong>.</li> <li>In the search bar, search for and select the <strong>checkbox</strong> to the left of the name of the team you'd like to give access to the campaign.</li> <li>To remove access to the campaign, clear the <strong>checkbox</strong> next to the team's name, or click the <strong>X</strong> in the <em>Who has access </em>section.</li> <li>At the bottom of the panel, click <strong>Save</strong>.</li> </ul> <h3>Ads</h3> <p>After you connect <a href="/ads/connect-your-google-ads-account-to-hubspot" rel="noopener" target="_blank">Google</a>, <a href="/ads/connect-your-facebook-ads-account-to-hubspot" rel="noopener" target="_blank">Facebook</a>, or <a href="/ads/connect-your-linkedin-ads-account-to-hubspot" rel="noopener" target="_blank">LinkedIn</a> ad accounts to HubSpot, you can assign them to specific users and teams.</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li>In the left sidebar menu, navigate to <strong>Marketing </strong>> <strong>Ads</strong>.</li> <li>Hover an ad account you want to edit access for, then click the <strong>Actions</strong> dropdown menu. Select <strong>Manage access.</strong></li> <li>In the right panel, select <strong>Available to everyone</strong> or <strong>Select teams who can edit</strong>.</li> <li>In the search bar, search for and select the <strong>checkbox</strong> to the left of the name of the team you'd like to give access to the ad account.</li> <li>To remove access to the campaign, clear the <strong>checkbox</strong> next to the team's name, or click the <strong>X</strong> in the <em>Who has access </em>section.</li> <li>At the bottom of the panel, click <strong>Save</strong>.</li> </ul></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">Landing Pages</span> <span class="tag-name">Email</span> <span class="tag-name">Contacts</span> <span class="tag-name">properties</span> <span class="tag-name">Forms</span> <span class="tag-name">Blog</span> <span class="tag-name">Documents</span> <span class="tag-name">Sequences</span> <span class="tag-name">Snippets</span> <span class="tag-name">Playbooks</span> <span class="tag-name">Dashboards</span> <span class="tag-name">CTAs</span> <span class="tag-name">Domains & URLs</span> <span class="tag-name">Inbox</span> <span class="tag-name">Templates</span> <span class="tag-name">Website Pages</span> <span class="tag-name">CRM Setup</span> <span class="tag-name">Account Security</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was this article helpful?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Thanks for letting us know. 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