View and manage user access to records

On each record, 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.

Users must have View permissions for the selected record to view the record access panel.

• Navigate to your records:
  • Contacts: In your HubSpot account, navigate to CRM > Contacts.
  • Companies: In your HubSpot account, navigate to CRM > Companies.
  • Deals: In your HubSpot account, navigate to CRM > Deals.
  • Tickets: In your HubSpot account, navigate to CRM > Tickets.
  • Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
• Click the name of a record.
• In the left sidebar, click Actions, then select View record access.

• The owner of the record will be displayed at the top of the panel. This is the user selected for the default Owner property. To change the record's owner, click Change [record] owner. You'll be brought to the property on the record where you can update the value.
• 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.
• To view additional record owners, navigate to the Owners tab. 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.

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

• 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.