# Deal Collaborator and Shared Access Map

Keep participation in a deal separate from user or team access grants.

## Scope
Preparation and review only. No account action or professional decision.

## Inputs
Deal ID, Collaborators card, Shared users/teams fields, access policy and permission evidence.

## Workflow
1. Record collaborators and shared-access fields as separate lists.
2. Use HubSpot definition that collaborators are updated through the Collaborators card.
3. Do not infer permission from collaboration or collaboration from shared access.
4. Return role and permission gaps without adding people or changing access.

## Output contract
deal | collaborator | shared_user | shared_team | permission_evidence | participation_evidence | hold

## Fictional acceptance test
Fictional U 1 is a collaborator but shared-user evidence is absent; teamT 2 is shared but collaborator list lacks its members. Neither list proves the other role. Actual access remains unverified without permissions evidence.

## Review gates
Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

## Method source
https://knowledge.hubspot.com/properties/hubspots-default-deal-properties

Checked October 14, 2026. Oct14 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude43, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia107, cashflowforecasting13. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured.