Partition your HubSpot assets (test)

Assets across HubSpot can be partitioned so that only the right teams and users can view and edit them. This can helpful if you want to keep your assets separated by department or team, and helps your users stay focused and organized. 

To view a video series on asset partitioning, check out HubSpot Academy's asset partitioning lesson.

The assets that you can partition depends on your HubSpot subscription:

Set default partitioning behavior

By default, newly created assets are accessible to all users that have permissions for the asset. However, you may want to only allow specific users or teams to create or edit assets. In your account settings, you can automatically restrict access to newly created assets so that only the asset creator, their team, and any of their parent teams, can view and edit them.

To automatically partition new assets:

• In your HubSpot account, click the settings icon settings in the main navigation bar.
• In the left sidebar menu, navigate to Users & Teams.
• Click the Teams tab.
• Click to toggle the Restrict new content to creators and their teams switch on.

General partitioning instructions

Most tools can be partitioned by following the below steps. For dashboards, CRM views, and email subscription preferences, skip to the tool-specific section below.

• In your HubSpot account, navigate to the tool that you want to partition.
• To assign one aset, hover over the asset you want to assign, then click the More dropdown menu and select Assign users & teams. 
• To assign assets in bulk, select the checkboxes next to the asset you want to assign, then click Assign users & teams.

• In the dialog box, select the checkbox next to the team name or contact name. If you're using hierarchical teams and assign content to a child team, the parent team gains access automatically.
• To assign the content to additional users, click the Users tab. User can only be selected if the content is assigned to at least one team.
  
  
• Click Save. 

The asset will now only be visible to the selected users and teams, and if applicable, their parent teams.

For the tools that don't follow the above instructions, you'll find the tool-specific instructions below.

Tool-specific instructions

CRM records

By default, users can view and edit all contacts, companies, deals, and tickets. You can adjust a user's permissions so that they can only view and edit records owned by them or their team.

To partition CRM records for your users:

• In the left sidebar menu, navigate to Users & Teams.
• Click the user name of the user you want to edit.
• To partition contacts and companies, in the Contacts tab, click the dropdown menus next to the View, Communicate, and Edit permissions. Then select Team only or Owned only.
  
  
• To partition deals, click the Sales tab, then click the dropdown menus next to the View and Edit permissions. Then select Team only or Owned only.
  
  
• To partition tickets, click the Service tab, then click the dropdown menus next to the View and Edit permissions. Then select Team only or Owned only.
  
  
• To save your changes, click Save.

The updated permissions will take effect after the users log out then log back in. Learn more about user permissions.

CRM view partitioning

Standard views cannot be partitioned, but custom CRM views can be set to be visible only to you, visible to your team, or visible to everyone. 

To partition a CRM view:

• In your HubSpot account, navigate to your contact, company, deal, or ticket dashboard.
• In the left sidebar, click All saved filters.
• Hover over the filter name, then click Options. In the dropdown menu, select Manage sharing.
• In the dialog box, select whether you want the filter to be only visible to you, your team, or to everyone.
• Click Save.

Conversations inbox

After creating an inbox, you can edit which users and teams are able to view it by editing the inbox settings. Learn how to edit your inbox settings.
 

Dashboard partitioning

Dashboard owners can set which teams have view and edit access to custom dashboards.

To assign access to dashboards:

• In your HubSpot account, navigate to Reports > Dashboards.
• Above the dashboard reports, click the Assigned link, then click Edit access.
  
  
• In the right panel, select the users that you want to assign access to.
  • To only allow the dashboard owner to see the dashboard, select the Private to owner radio button. Then click Save.
  • To allow all users to access the dashboard, select the Everyone radio button, then select the View and edit radio button or the View only radio button. Then click Save.
  • To allow only specific teams and users to access the dashboard:
    • Select the Only specific users and teams radio button.
    • Select the View and edit radio button or the View only radio button.
    • Click Next.
    • Select the checkboxes next to the teams and users you want to assign access to.
    • Click Save.

Documents, playbooks, sequences, and sales templates

After creating a document, playbook, sequence, or template, you can set the level of access to be private to the owner, shared with everyone, or shared with specific users and teams. 

Learn how to partition access to sales content. 

Domains

By default, users with the Add and edit domains user permission can view and edit all domains, as well as publish content to all domains. To restrict which users can edit or publish content to particular domains, learn how to assign domain publishing permissions to teams.

Record sidebars

You can customize the sidebars that appear on contact, company, deal, and ticket records so that different teams have different views. Learn how to personalize record sidebars for specific teams.

List partitioning (BETA)

Super Admins can set which teams have visibility to which lists using the general instructions above. 

When assigning access to a list, or enabling the default assignment setting, keep in mind the following:

• Partitioned lists can only be seen and selected by the list creator, the assigned teams, and any parent teams of the assigned teams. All other users will be unable to see or select the list. This applies to all tools, such as marketing email, workflows, and reports.
• Only the contacts that are owned by the list creator or the users on the assigned teams will appear in a partitioned list. If a contact meets the list criteria but is owned by a user who isn't on the assigned teams, they will not appear in the list. Unassigned contacts will not appear in any partitioned lists because they have no owner. 
• If a user moves to a different team, they will no longer be able to access or view the lists they could previously unless their new team has access to the same lists.

Email subscriptions (BETA)

Partitioning your email preference groups lets you control which teams can use which subscription types and office locations in marketing emails. When an email preference group is partitioned to a team, only that team will be able to select the preference group when composing an email.

To assign a preference group to a team:

• In your HubSpot account, navigate to Marketing > Email.
  
• Under Preference groups, click the preference group you want to edit.
  
• Click Actions, then select Edit.
  
• In the right panel, click the Teams (Optional) dropdown menu, then select the teams that you want to assign the group to.
  
• Click Save.

Workflows (BETA)

Workflows can be assigned to a specific team from the workflows dashboard using the general instructions above.

Workflows assigned to a team can only be viewed and edited by users on that team. Any workflow that isn't assigned will be accessible to all users and teams with the workflows user permission.