HubSpot Updates
Re: Allow multiple owners to be assigned to single contacts - changed to: Delivered
jsg121 
HubSpot Product Team
November 28, 2018 10:15 AM
Hi@syoung! This update is live to all portals now, so you can now create custom owner properties (https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-owner-property) and the permissions that you assign your users will apply to those custom properties.
Re: Allow multiple owners to be assigned to single contacts - changed to: In Beta
jsg121
HubSpot Product Team
October 04, 2018 12:21 PM
Hi everyone,
Now in beta is customowner permissions, which will apply the user permissions set within your Account settings to any custom owner properties, giving you more customization as to who can and cannot access or edit contacts, companies, deals, or tickets. Please fill out the form here (https://goo.gl/forms/J5W3QFWXti4p3ic22) to request access!
11 Replies
nickbodkins
Participant
May 18, 201812:49 PM
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Love this. From my old SFDC days, this was "opportunity team" --- included our AE, potentially a sales manager, sales engineer, etc. that were involved on the deal.
Steve_Vincent
Member
Sep 7, 20186:00 PM
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We have a similar problem. As a real estate brokerage we have many contacts(think lenders, attorneys and various contractors) that are shared among our agents(users) and thus require an "Unassigned" status for HubSpot owner. That's fine in that everyone can access the contact, but ABSOLUTELY not fine that everyone can see every conversation. These conversations may contain private information.
We need to be able to assing multiple owners to a HubSpot contact and have permission rights flexible by owner. Ideally, even though the contact is "visible" to multiple users (owners), each user can only see the conversations that included them. Ultimatley, without an ability to allow multiple users to "own" each contact and then only see their conversations, the value of the tool is significanlty lessened for us.
In Beta
jsg121
HubSpot Product Team
Oct 4, 20183:21 PM
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Hi everyone,
Now in beta is customowner permissions, which will apply the user permissions set within your Account settings to any custom owner properties, giving you more customization as to who can and cannot access or edit contacts, companies, deals, or tickets. Please fill out the form here (https://goo.gl/forms/J5W3QFWXti4p3ic22) to request access!
syoung
Member
Nov 28, 201812:06 PM
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I too am looking for a way to assign multiple people to a single contact. I clicked onhttps://goo.gl/forms/J5W3QFWXti4p3ic22to sign up for beta test, but it is closed. Has anyone discovered a work around? Thanks!
Delivered
jsg121
HubSpot Product Team
Nov 28, 20181:15 PM
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Hi@syoung! This update is live to all portals now, so you can now create custom owner properties (https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-owner-property) and the permissions that you assign your users will apply to those custom properties.
syoung
Member
Nov 30, 20188:06 AM
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jsg121, thank you for the info. However, I have followed the instructions per the link you provided, and cannot see where "Create a property" (See screenshots) for Contacts, or anywhere else.
sensiblechoice
Member
Aug 27, 201912:08 PM
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We reeeeaaaallly need to be able to assign multiple members of our team to individual contacts. The custom owner properties workaround simply won't work for us.
We are a business that is split in to 4 very separate departments, and our customers can deal with 1, 2, 3 or all of these departments. When they deal with more than one of the departments then they have more than one account manager. Therefore we need to assign these account managers to our customers.
Equally with leads, our account managers from the different departments will cross-over and all contact leads.
Really struggling to find a workable CRM. Will this feature be added? Or can anyone suggest a suitable CRM?
Salvatore
Contributor
Nov 18, 20192:57 PM
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The best way would to have contacts have no contact owner. The problem is when a contact has no owner the last person that changes or emails that contact gets automatically assigned as owner. I guess the work around would be to create an dummy user assign those contacts to that user and then make that user a team memeber of who needs to view those contacts.
trangnguyen
Participant
Nov 10, 20215:00 PM
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Hi@jsg121, I created a new Hubspot user property like you suggested above and have a similar case like@sensiblechoice where we have owners from different departments working with a contact. Has this feature been added? With the new hubspot user property, I assigned an owner to the contact but there's no way to view that contact when looking at 'view my contacts' is there a workaround for this?
JStreit1
Member | Elite Partner
Mar 16, 20225:03 PM
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This functionality needs to also tie back to the permissions set for the HubSpot users. If they are set as a contact owner, they need to be able to see their contacts under the "My Contacts" tab. This additional property solution does not make that possible.
WHsu
Member
Jun 29, 20229:49 PM
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Multiple contract owners make more sense, like a CC list in the email.
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