HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to edit a file's visibility settings in HubSpot

Here is how to edit a file's visibility settings in hubspot

First, click on the "Library" item in the left sidebar menu
Then click on the "Documents" item in the expanded Library submenu
Next, click on the file's name in the documents list
Then click on the "Actions" button in the document details
Next, select "Manage sharing" from the Actions dropdown menu
Finally, select a visibility option and click the "Save" button in the Manage Sharing settings dialog

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Why should you edit a file's visibility settings in HubSpot

HubSpot is an all-in-one platform designed to streamline marketing, sales, and service workflows.

Editing a file's visibility settings in HubSpot empowers users to control who can access and view shared content. This function is integral for maintaining organized, secure file management.

By customizing visibility, teams can ensure that sensitive information is only accessible to authorized personnel, enhancing privacy and data protection.

This feature promotes efficient collaboration by allowing targeted sharing, thus keeping stakeholders informed without overwhelming them with unnecessary details.

Last update

February 10, 2026

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