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CRM Setup

Restrict view access for properties (BETA)

Last updated: June 23, 2022

In Beta

Applies to:

Marketing Hub Enterprise
Sales Hub Enterprise
Service Hub Enterprise
Operations Hub Enterprise
CMS Hub Enterprise

Users with super admin permissions can restrict view access to properties so only certain users or teams can view the data stored in these properties on your records. This helps make sure only the team members who need access to specific data can view it in your account.

When a user without access tries to view the property on a record, a hide hide icon will appear instead of a property value.

hidden-property-value

To update view property access:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.

Please note: there are certain scenarios where view permissions do not currently apply:

  • Property values are still visible in tools where the property is used, like workflows and reports. You can remove access to the specific tool (e.g., workflows) to prevent users from viewing property values within the tool.
  • Currently, view restrictions only apply to contact, company, deal, ticket, and custom objects. 
  • To edit view access for multiple properties, select the checkboxes next to the properties, then click Assign Users & Teams in the header row. For an individual property, hover over the property and click the Actions dropdown menu then select Assign Users & Teams.

assign-multiple-users-and-teams

  • In the right panel, select the Assign to users and teams radio button.
  • Next to the user or team name, the current property access permission will appear in the Access column. To update view access for an individual user or team, click the dropdown menu next to their name and select View and Edit, View only, or No access.
  • To update access for multiple users or teams at once, select the checkboxes next to the user and team names. In the header row, click the Update access dropdown menu and select View and Edit, View only, or No access.

Please note: you cannot restrict access for another user with super admin permissions.

manage-view-access-to-properties

  • Click Save.

You cannot restrict access to the following properties: 

  • Contact properties
    • Email address

    • First Name

    • Last Name

    • Lifecycle stage 

  • Company properties
    • Company name 

    • Company domain name

    • Lifecycle stage

  • Deal properties
    • Deal name
    • Pipeline
    • Deal stage
    • Close date
    • Deal currency
    • Last activity date
  • Ticket properties
    • Ticket name

    • Pipeline

    • Ticket status

    • Create date

    • Close date

  • 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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