Users with super admin permissions can restrict a property so that only specific users and teams can view or edit the property's data on records. A restricted property's name will still be visible to all users, but based on the access given, users may be unable to view or edit the property values.
Please note: this feature does not provide complete restricted access, so it's not recommended to use property restrictions as a security measure. Restricted property values are visible in tools where the property is used, such as workflows and reports, and all users, regardless of access, can set or edit restricted properties via workflows, HubSpot's API, or when manually creating a record. To avoid this, you can restrict access to certain objects or applicable tools.
Users and teams that aren't given access to view a property will see a hide hide icon instead of a property value, and they'll be unable to view records in saved views whose filters are based on that property. Users with restricted view access will still be able to view the property's values in workflows and reports.
Users and teams that aren't given access to edit a property 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. Users with restricted edit access will still be able to set the property's value when manually creating a record and via workflows or API.
To restrict view and edit access for properties:
In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar menu, navigate to
Click the Select an object dropdown menu, then select the object whose properties you want to view or edit. View and edit restrictions can only be set for contact, company, deal, ticket, and custom object properties.
In the Property access column, you can view which users and teams have access to each property.
To edit access to an individual property, hover over the property, click the More dropdown menu, then select Assign Users & Teams.
To set the same access for multiple properties, select the checkboxes next to the properties, then click Assign Users & Teams at the top of the table. If access rules are already set for one or more of these properties, in the dialog box, click Continue to confirm that any changes you make will overwrite existing access permissions.
In the right panel, update view and edit access for the property or properties:
To prevent all non-admin users from being able to view or edit the property's value on a record, select Private to super admins only. For certain default properties, this option will not be available, since they must be visible to all users.
To allow all users to view and edit the property's value on a record, select Allow everyone to view and edit.
To allow all users to view, but not edit the property's value on a record, select Allow everyone to view. Super admins will be the only users allowed to edit the property's value.
To specify which users and teams can view or edit the property's value on a record, select
Assign to users and teams.
On the Teams tab, view access by team, or click the Users tab to view access by user. Next to the team or user name, the current property access permissions will appear in the Access column.
To update access for an individual user or team, click the dropdown menu next to their name and select from View and edit, View only, or No access.
To update access for multiple users or teams, select the checkboxes next to their names. In the header row, click the Update access dropdown menu, then select from View and edit, View only, or No access.
Please note: you cannot restrict access for another user with super admin permissions.
Once you're done, click Save. After saving, the property value will only appear or be editable on records by users or members of the selected teams.
By default, you cannot restrict edit access to the Record ID property for all objects. You cannot restrict view access to the following properties:
Company domain name
Last activity date
Marketing Event properties
Custom Object properties
Pipeline and pipeline stage. The label of these properties can vary by custom object, but HubSpot will look for the properties with the internal values for pipeline and pipeline stage.
The property with primaryDisplayLabelPropertyName as the internal value. This is the label that appears on the association card on record.
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