Limit access to logged emails in the CRM

Limit access to logged emails in the CRM to control which users can view, edit, or delete email content on records. By adjusting CRM email permissions, you can restrict visibility while still keeping a record of communication on the timeline. This is useful when emails contain sensitive or confidential information that shouldn’t be visible to all users with access to the contact, company, deal, or ticket. For example, you may want users to only access CRM emails that they are included in, while still keeping the activity logged for reporting.

To manage who can view, edit, or delete CRM emails, edit permissions for CRM emails. To customize object access, learn more about CRM object permissions. 

Edit user permissions for CRM emails

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Users & Teams.
3. Hover over the user you want to edit and click Edit permissions.
4. Under the Choose permissions section, on the CRM tab, click CRM Objects. 
5. Click to expand CRM emails.
6. Next to View, Edit, or Delete, click the dropdown menu and select from the following:
   • All CRM emails: the user can access all CRM emails logged to HubSpot.
   • Their team's CRM emails: the user can access any emails they are listed on (e.g., they were a sender, recipient, or they were CC'd or BCC'd), or any emails their team members are listed on.
   • Their CRM emails: the user can access emails they are listed on (e.g., they were a sender, recipient, or they were CC'd or BCC'd).
7. In the top right, click Save.