Restrict edit access for properties

Super admins can restrict a property so that only specific users and teams can edit the property on records. A restricted property will still be visible by all users. Currently, edit restrictions only apply to contact, company, deal, ticket, and custom objects. 

Users and teams that aren't given access will see the message You do not have the permissions to edit the value of this field when hovering over the property on a record.

 

 

Super admins can edit properties that have been restricted.

 

Please note: restricted properties can still be updated via import, workflows, and HubSpot's API. They can also be set when a record is created, regardless of the access of the user creating the record. 

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Properties.
• To view which users and teams have access for properties, hover over the property and click the More dropdown menu, then select Assign Users & Teams.

Please note: if you’re editing access to multiple properties at once, you will not see the existing users with access to those properties when you select Assign Users & Teams. Assigning access in bulk will overwrite previous assignments.

• Select the properties that you want to edit:
  • To edit one property, hover over the property, then click More. In the dropdown menu, select Assign Users & Teams.
  • To edit multiple properties, select the checkboxes next to the properties. Then, in the header row, click Assign Users & Teams.
    
    
• To prevent all other users from being able to edit the property's value on a record, select the Private to me radio button.
• To allow all users to edit the property's value on a record, select the Available to everyone radio button.
• To specify which users and teams can edit the property's value on a record, select the Select users and teams who can edit radio button. Then select the teams or users that can edit the property:
  • To allow only specific teams to edit values, select the checkboxes next to the teams.
  • To allow only specific users to edit values, click the Users tab, then select the checkboxes next to the users.
    
    
• Click Save.