How to manage access to a dashboard in HubSpot
Here is how to manage access to a dashboard in hubspot
- First click on Reports icon in the left sidebar
- Then click on the "Dashboards" item in the Reports submenu
- Click on "Manage dashboards" link in the top menu
- Next hover over the dashboard you want to manage and click on "Actions" dropdown menu
- Select "Manage access" option from the Actions dropdown menu
- In the access settings modal, select who can access the dashboard by choosing from the available access level options
- If you select "Only specific users and teams", then click the " Next" button
- Next choose the specific teams or users who will have access to the dashboard
- Finally click "Save" button to apply the changes
Why should you manage access to a dashboard in HubSpot
HubSpot is a dynamic platform designed to enhance inbound marketing, sales, and customer service.
Managing dashboard access in HubSpot ensures that the right team members are empowered with the information they need. By customizing access, you can efficiently control who sees what data, maintaining confidentiality and promoting effective collaboration.
This feature supports streamlined workflows by ensuring team members have relevant visibility, which encourages informed decision-making and boosts overall productivity.
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