Documents

Share sales content with users and teams

Last updated: March 18, 2021

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. 

Please note: account Super admins with assigned Sales Hub or Service Hub Professional and Enterprise seats can access all sales content, including content for which users have selected the Only me sharing setting.

  • In your HubSpot account, navigate to sequences, documents, playbooks, or templates.
  • Hover over the sequence, document, playbook, or template and click the Actions dropdown menu, then select Manage sharing.share-sequence-settings
  • In the right panel, select the radio button next to the desired sharing setting:
  • Click Save.

When you navigate to your sequences, templates, playbooks, or documents library, you can filter by the content owner using the Owner dropdown menu.