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Security & Access Management Flashcards

7 cards from real HCT practice questions. Tap to flip, then mark Knew It or Still Learning โ€” missed cards come back until you master them.

Read the first 7 Security & Access Management flashcards as text
  1. A HubSpot admin wants to prevent a sales rep from deleting contact records. Which permission setting should they adjust?

    Answer: Disable the rep's 'Delete' object permission for Contacts

    HubSpot's granular object permissions allow admins to disable Delete access on specific CRM objects like Contacts without removing broader access.

  2. What is the purpose of 'Property-level permissions' in HubSpot?

    Answer: To hide or make specific contact properties read-only for certain users

    Property-level permissions let admins control which users can view or edit specific contact, company, or deal properties.

  3. In HubSpot, which user role automatically has access to all settings and cannot have permissions restricted?

    Answer: Account Owner

    The Account Owner in HubSpot has unrestricted access to all portal settings and permissions by default.

  4. A trainer is setting up access so that each regional sales team can only see their own deals. Which HubSpot feature enables this?

    Answer: Teams with object permissions scoped to 'Team only'

    Setting object permissions to 'Team only' ensures users can only view and edit records owned by members of their assigned team.

  5. What happens when a HubSpot user is removed from a team that had 'Team only' deal access?

    Answer: They lose access to deals owned by former teammates but keep their own

    When removed from a team, a user's access scoping reverts to their own records; they lose visibility into deals owned by team members.

  6. Which HubSpot feature allows an admin to require that all users log in through an identity provider like Okta or Google Workspace?

    Answer: Single Sign-On (SSO)

    SSO integration in HubSpot forces users to authenticate through a configured identity provider instead of a HubSpot username/password.

  7. A HubSpot trainer notices a client's portal has users with 'Super Admin' permissions who only need to run reports. What is the best remediation?

    Answer: Create a custom permission set with only reporting access and reassign those users

    Creating a least-privilege custom permission set ensures users have only the access they need, reducing security risk.