HubSpot permission and access audit

Close the gaps in Super Admin count, permission-set drift, and open assets.

Three permission problems an audit catches

A high Super Admin count widens the breach surface, and because only admins can demote admins, the boundary spreads as the number grows.

HubSpot enables new permissions by default, so sets quietly drift out of the shape they were given.

Dashboards, sequences and sensitive fields default open, so anyone can see or change what should be restricted.

Why does Super Admin count matter so much?

Airport1_Security_LightSkin_Illustrations_Color_LightBG

The audit counts who holds Super Admin and why, then right-sizes the list to the people who genuinely need it.
Each remaining admin is documented, so the boundary is deliberate rather than the residue of old onboarding.
A smaller, named admin group is the single biggest reduction in access risk most accounts can make.

Why do permission sets drift?

The audit compares every set against its intended role and flags toggles that were flipped for one need and never reset.
Sets are rebuilt as composable building blocks, so edge roles no longer force a blanket over-grant.
Drift becomes visible and correctable, instead of silently inverting who can do what.

Why are dashboards and fields open by default?

Data_Library_Illustrations_Color_LightBG

Property-level restrictions lock sensitive fields such as ownership and attribution so they cannot be changed by anyone with edit access.
Asset-level controls close dashboards, sequences and playbooks to the teams that should not see them.
Access stops being all-or-nothing and starts matching the sensitivity of the data behind it.

Name Really Great Reading

Knowledgable, Skilled, and Responsive

PYB is a full service firm - able to handle data structure issues, integrations, workflows and more. Martin and Elisa came to our rescue when we realized we had launched our CRM with a problematic data structure. Their team helped us rebuild the plane while it was flying - extracting an unnecessary and problematic custom object - and providing the guidance we needed to make the most of HubSpot's built-in functionality and prepare our data appropriately. No simple feat, it was carried off expertly. Now we are tackling our service pipelines and ticketing gremlins. I have no doubt we will continue working with PYB in the future as we delve into marketing and sales items on our to do list.

Jessie Collins

Director of Technology Strategy

Ready to discuss your HubSpot project?

Let's take our relationship up a level.

Simply fill in the form below...

(I'll get back to you ASAP)

Prefer another way?

FAQs

How long does a HubSpot permission audit take?

Typically 2 to 3 weeks. The first week maps users, teams and permission sets. The second tightens Super Admin, sets and asset access. A final week documents the model and hands over a maintainable structure.

Can HubSpot model the access our structure needs?

Yes. Permission sets, multi-team membership and property-level controls let HubSpot reflect parent and sub-team relationships and per-record sensitivity. PYB has built layered access architectures for clients whose teams outgrew a single permission set.

Does the audit help with ISO 27001 access control?

Yes. Role-based access control is a core ISO 27001 expectation. The audit produces the evidence that access is least-privilege and reviewed, which is exactly what an auditor asks to see.

What HubSpot products does this need?

Permission sets and team structures exist across tiers. Property-level restrictions and the richer team model sit in higher tiers, and the audit notes where a tier limit, rather than a misconfiguration, is the constraint.

Does HubSpot meet our security and accreditation requirements?

HubSpot holds SOC 2 Type II and ISO 27001. PYB adds its own ISO 27001, ISO 9001 and ISO 42001 certifications, plus the HubSpot Data Migration Accreditation, so the people configuring your access controls are themselves audited against the standards your buyers and regulators care about.

Talk to PYB about a HubSpot permission and access audit.

A 15-minute call to walk through where access has spread, how many Super Admins you really need, and which assets are open to the wrong people, and what closing the gaps looks like. No prep, no pitch deck.

Book a 15-minute call