Limit access to logged emails in the CRM

Since some users may be exchanging sensitive information with certain contacts, it's important to safeguard any logged emails that should not be fully available for all users. You can edit the permissions for emails logged to the HubSpot CRM to ensure that users in your account only have access to the emails that are relevant to them.

Edit user permissions for CRM emails

1. In your HubSpot account, click the settings 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.