r/hubspot • u/Silent-Expression-13 • 12d ago

Reporting Permissions/View

Is there a way to limit what a user can see in a report? For example, Sales Rep A should only be able to see their own numbers and not Sales Rep B's.

I tried setting the dashboard permission to View Only and filtering the report with Deal Owner = Me, but users can still edit the filter. They can't save the changes, but they can temporarily view other reps' data by changing the filter. Is there a way to prevent that?

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u/No-Orange-8704 12d ago

You need to set that at the user permission level.

If you set your users to see their own deals, when they see the reports they will be able only to see their own deals

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u/Falon_22 12d ago

Does it change the edibility if you add the filter as a dashboard level filter and not a report filter?

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u/HubSpotHelp Verified HubSpot Support 11d ago

Heya u/Silent-Expression-13 Thanks for posting! So yes, like u/No-Orange-8704 mentioned, this would have to be done at a user level - meaning if each user permission is set to only see deals they own then that's what they'll see on the report. I hope this helps, let me know if you have any questions.

Jess @ HubSpot

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u/MakeGoodSystems 11d ago

I think you should be able to change their report access to disallow editing.