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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s dashboard permissions are limited to view/edit access at the dashboard level, which doesn’t provide the granular control needed when team members manage different campaign segments. You cannot restrict access to specific widgets or data segments within a dashboard.
Here’s how to build granular access control that gives team members exactly the campaign data they need while maintaining centralized data management and security.
Build granular access control using Coefficient
CoefficientHubSpotenhances dashboard permissions through spreadsheet-based access control and collaboration features that provide the granular control HubSpot’s native permissions cannot offer. Import campaign data fromand create team-specific views with controlled access.
How to make it work
Step 1. Create master campaign data imports.
HubSpotImport all campaign data frominto a master spreadsheet that serves as your centralized data source. This maintains data consistency while enabling granular access control for different team segments.
Step 2. Build team-specific dashboard views.
Create separate spreadsheet tabs or workbooks for different campaign segments while maintaining unified data sources. Use filtering and formulas to show each team member only their relevant campaign data and metrics.
Step 3. Set up controlled data sharing.
Use spreadsheet sharing permissions to control access to different sections while protecting sensitive cross-campaign data. Share specific tabs with team members while keeping master data and other team’s performance private.
Step 4. Create collaborative analysis environments.
Enable team members to work with their campaign data while maintaining centralized data management and consistent metric calculations. Allow editing access to analysis sections while protecting the underlying data imports.
Step 5. Build aggregated summary dashboards.
Create summary dashboards that aggregate team performance without exposing individual campaign details. Set up automated alerts for team-specific campaign performance changes that respect permission boundaries.
Give teams exactly the access they need
Start setting upThis approach provides the granular access control that HubSpot’s native dashboard permissions cannot offer while enabling better collaboration and data security for teams managing different campaign segments.advanced permission controls today.
