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HubSpot Governance Checklist
A 47-point checklist for permissions, validation, naming, and audit trails.
Use it to make the next step clearer
Governance keeps a HubSpot portal understandable, safe, and ready to change. Use this checklist before a new build, after a migration, or during a quarterly portal review to make sure the system is still supporting the business it serves.
Access and permissions
Start with who can see, edit, export, and delete information. Permission design should match responsibilities without creating unnecessary barriers for the people doing the work.
- Review teams, permission sets, and super-admin access.
- Confirm sensitive properties and export permissions are restricted.
- Test access using representative user roles, not only an administrator account.
Data model and validation
A clean data model makes the correct action easier. Check that objects, properties, associations, and required values have a clear purpose and consistent definition.
- Remove duplicate or unused properties.
- Document property owners, definitions, formats, and allowed values.
- Confirm validation rules protect reporting without blocking legitimate work.
Naming and audit trails
Consistent naming lets teams find the right asset quickly and makes troubleshooting possible. Every important change should have enough context for another administrator to understand it later.
- Apply naming conventions to properties, workflows, lists, views, and dashboards.
- Record the owner, purpose, and last review date for critical assets.
- Review change history, inactive assets, and unowned workflows.
Resource checklist
Use these checkpoints to turn the template into a working process.
Key takeaway: Governance is not a pile of restrictions. It is the shared system that keeps a portal usable, explainable, and safe as more people and processes depend on it.