How do I restrict access to HubSpot reports?

If you share a report with a team, all members of the team will have access to the report, even if they do not have the permissions to view it individually.

There are a few ways to restrict access to HubSpot reports.

  • **** Set report permissions: You can set the permissions for each report individually. To do this, open the report and click the Manage access button. In the Permissions section, you can select the users and teams that you want to have access to the report. You can also choose whether users can view, edit, or delete the report.

  • **** Create a dashboard: You can create a dashboard that only contains the reports that you want to share with certain users. To do this, create a new dashboard and then add the reports that you want to include. In the Permissions section, you can select the users and teams that you want to have access to the dashboard.

  • **** Use HubSpot permissions: You can also use HubSpot permissions to restrict access to reports. To do this, go to Settings > Users & Teams. In the Permissions section, you can select the permissions that you want to give to each user or team. For example, you can choose to give users the ability to view all reports, or you can choose to give them the ability to view only specific reports.

Here are some additional things to keep in mind when restricting access to HubSpot reports:

  • **** Reports that are shared with teams: If you share a report with a team, all members of the team will have access to the report, even if they do not have the permissions to view it individually.

  • **** Reports that are embedded: If you embed a report on a website or in an email, anyone who can access the website or email will be able to see the report, regardless of their permissions.

  • **** Reports that are exported: If you export a report, anyone who has the exported file will be able to see the report, regardless of their permissions.

I hope this helps! Let me know if you have other questions.