Figuring out who has access to certain CRM records and what level of access they have, can be a challenge for admins. It can also hinder data security and efficient team collaboration. That’s why HubSpot is introducing a new feature called “View Record Access”.
The "View Record Access" feature is designed to simplify permission management by providing administrators with a clear and immediate overview of access permissions for each CRM record. This feature can be found in the "Actions" drop-down menu of each CRM record and offers a number of benefits that increase data security and optimise team collaboration.Key features
Instant overview of user access: With "View Record Access"," administrators can quickly see all users who have access to a specific record. This instant insight eliminates the need for time-consuming searches through permission settings.
Transparency of authorization levels: The feature provides information about the specific access level (view, edit, delete) assigned to each user. This transparency ensures that admins can easily understand and manage who can perform which actions for each record.
History of ownership changes: "View Record Access" also keeps a clear record of ownership changes for each record to ensure accountability and optimised workflows.
Benefits for your team
- Empowered administrators: Simplify the management of permissions and gain a clear overview of access to records.
- Increased data security: Ensure that only authorized users have access to sensitive information.
- Optimized team collaboration: Optimise workflows by clearly defining ownership and permissions for data records.
Ready to get started?
While "View Record Access" is still in beta, Professional and Enterprise users can request access to experience this new feature first-hand. Don't miss the opportunity to simplify permission management, enhance data security, and improve team collaboration.
Do you have any questions?
Send an email to hubspot@actuado.com.
