Quick tipGotchaSmart CRM

Attach files to records and activities

Visibility depends on where it was attached.

Subscription
All tiers
Permissions
Record access
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: who sees an attachment depends on how it was added. On notes and tasks, users with Their-level access only see their own uploads. Detach removes it from the record but keeps it in the files tool.

1. In HubSpot

The relevant screen in my demo portal.

Contact record with the About section and right sidebar cards
The record (1).

2. Worth knowing

Don't store sensitive files in the files tool.

3. Related

Attaching files by API and record access.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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