🔗 HubSpot KB Bridge: Share records
💡 Core Capability
To give users access to records in addition to those they own, you can share individual records. You can share HubSpot-defined and custom objects that have a record page (e.g., contacts, appointments, deals). When you share a record with a user or team, it gives the user or primary members of the team access to the record consistent with each user’s object permissions. For example, if you share with a user that has permission to view their own contacts but doesn’t have permission to edit or delete contacts, they can view the record but cannot edit or delete it.
🛠️ Key Operations & Headings Outline
- Manage access to the Shared users/teams properties
- Share records
- Share records on an object index page
- Share records via a workflow
- Share record activities
- View the users and teams with access to a record
- Related content
📋 Subscription Availability
- Marketing Hub Enterprise
- Sales Hub Enterprise
- Service Hub Enterprise
- Data Hub Enterprise
- Content Hub Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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