HCT Security & Access Management 2

Question 1

A HubSpot admin wants to prevent a sales rep from deleting contact records. Which permission setting should they adjust?

Accepted Answer

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

Answer

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

Question 2

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

Accepted Answer

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

Answer

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

Question 3

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

Accepted Answer

Account Owner

Answer

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

Question 4

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

Accepted Answer

Teams with object permissions scoped to 'Team only'

Answer

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

Question 5

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

Accepted Answer

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

Answer

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

(HCT) HubSpot Certified Trainer Practice Test