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DIAGNOSTIC MODULE 1 to 2 weeks

Users, Permissions & Teams Diagnostic

Reviews access risk and role alignment across users, permissions and teams. The outcome is reduced access risk.

Read-only review

Users, Permissions & Teams Diagnostic

AU$800
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1 to 2 weeks
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What this diagnostic actually does

Included

  • Client has a written assessment of their access risk and how well roles and teams are aligned.
  • Risks and issues are identified, with context on why each one matters.
  • Recommendations are prioritised, with a clear next step for any follow-on work.

Not included

  • Configuration or fixes to your users, permissions or teams
  • Data changes, cleanup or deduplication
  • Automation builds
  • Training or enablement
  • Support-style troubleshooting
  • Ongoing advisory
  • Areas of HubSpot outside this module (scope does not expand beyond what you selected)

How it runs

01
Kickoff
We confirm what we're looking at and sort out the read-only access we need, so there's no delay once work starts.
02
Review
We go through your portal against the scope we agreed, without changing anything.
03
Report
You get the findings in writing, with the most important fixes listed first.

What we need from you

  • A HubSpot user for King Henry with Partner Admin access (we only view and export, nothing is changed), needed before the data export
  • A named contact for the kickoff call and the findings presentation, needed before the kickoff call
  • A list of your current roles and who holds them, if you have one, needed before the permissions review
  • Names of anyone who has left or is about to leave the business, needed before the inactive user review

A written report of what we found in your portal, with the most important fixes listed first. We don't change anything while we're diagnosing.

It depends on the diagnostic. Check the timeline shown above for this one, and we confirm timing once scope and access are agreed.

Yes. If you want us to fix what a diagnostic finds, we scope the fixes as separate modules.

Need Help? We're Just a Message Away

Want this diagnostic in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

Let's Talk Let's Talk

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Got a question?
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