Documents

Share sales content with users and teams

Last updated: October 13, 2020

Applies to:

Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

After creating a sequence, template, playbook, or document in your account, you can share or restrict access to the sales content. You can restrict access so your team members can only access the content they need for their role. 

  • In your HubSpot account, navigate to sequences, documents, playbooks, or templates.
  • Hover over the sequence, document, playbook, or template and click the More dropdown menu, then select Share.share-sequence-settings
  • In the right panel, select the radio button next to the desired sharing setting:
    • Private to owner: only the content creator can view and use the sales content.
    • Share with everyone: everyone can view and use the sales content.
    • Share with specific users and teams: only specific users and teams can view and use the sales content. To grant access, select the checkboxes next to the teams or users. You can only share content with specified users if they have an assigned Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise seatshare-sequence-with-specific-teams
  • Click Save.