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

  1. First, click on the "Library" item in the left sidebar menu
  2. Then click on the "Documents" item in the expanded Library submenu
  3. Next, click on the file's name in the documents list
  4. Then click on the "Actions" button in the document details
  5. Next, select "Manage sharing" from the Actions dropdown menu
  6. 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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