View and manage user access to a record

On each HubSpot-defined or custom object with a record page, you can review and manage the record's owner and all users with permissions to access the record. You can also view a history of owners for the record, including both HubSpot default owner properties and custom user properties. 

To manage users' general access to records, learn how to assign user access to each object instead.

Please note: your account may use personalized names for each object (e.g., account instead of company). This document refers to objects by their HubSpot default names.

1. Navigate to your records (e.g., In your HubSpot account, navigate to CRM > Companies.).
2. Click the name of a record.
3. In the upper right of the left sidebar, click Actions, then select View record access.
4. In the right panel:
   • View the owner of the record displayed at the top of the panel. This is the user selected for the default Owner property.
   • Click the [object] owner dropdown menu and select a user to change the owner.
   • On the Users with access tab, view which users have access to the record, including each user's team and their level of access based on CRM object user permissions (e.g., View only, View and edit).
   • To filter the users, click Teams or Access, then select teams or permissions to include users that meet that criteria in the table.

• To search for a specific user, enter the user's name or email in the search bar.
• To view more information about a user or edit their permissions, click the user's name. You'll be brought to the user's settings.
• Click the Owners tab to view additional record owners. This tab includes the record owner and users selected for custom HubSpot user properties. To select which owners to view, click the Choose a property type dropdown menu, then select Custom user properties or Default user properties.

• Click the History tab to view a history of the record's owners. If the record has multiple owners through user properties, click the Choose a property dropdown menu, then select the owner property to select which owner history to view.

• Click the X in the top right to close the panel.

To better understand who has access to tools and assets in your account, you can review all user permissions. You can also view your account activity history to troubleshoot and monitor user actions.