How do I restrict dashboard access in HubSpot?

Only users with the View Dashboards permission will be able to see the dashboard, even if they are a member of a team that has access to the dashboard.

Sure, I can help you with that. Here are the steps on how to restrict dashboard access in HubSpot:

  1. Go to Reports > Dashboards.
  2. Click the Dashboard that you want to restrict access to.
  3. Click the Manage access button.
  4. In the Permissions section, select the users and teams that you want to have access to the dashboard.
  5. You can also choose whether users can view, edit, or delete the dashboard.
  6. Click Save.

Here are some things to keep in mind when restricting dashboard access:

  • Only users with the View Dashboards permission will be able to see the dashboard, even if they are a member of a team that has access to the dashboard.
  • If you delete a user or team from the Permissions section, they will no longer be able to see the dashboard.
  • If you change the permissions for a dashboard, the changes will not be reflected in any reports that are based on the dashboard. You will need to manually update the reports.

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