Grant temporary access to HubSpot

Grant temporary HubSpot access to Drivetrain for troubleshooting.

If you’ve already connected HubSpot to Drivetrain but run into issues with sync errors, or missing data, you can temporarily grant access to the Drivetrain team for troubleshooting.

You must be a Super Admin in HubSpot to apply these changes.

Follow the steps below to create a temporary user.

Step 1: Invite a new user

1. Log in to your HubSpot account

2. Click the settings icon ⚙️ in the top navigation bar

3. In the left sidebar, go to Users & Teams

4. Click Create user in the top-right corner

5. Select Custom Invite

Step 2: Setting access permissions

In the user creation flow:

1. Enter the email address provided by your Drivetrain CSM (e.g., dp-[customername]@drivetrain.ai) and click Next

2. Assign relevant user access levels

   1. Start by assigning a Core Seat from the Seat assignment dropdown

   2. Under Choose how to set access, select Start from scratch

3. Expand the Choose permissions section and enable the following permissions:

   1. Account > Settings access > Turn on App Marketplace Access

   2. Account > User & account access > Turn on Account Access

   3. Reporting > Turn on Reports Access

   4. Turn on other relevant permissions

Step 3: Send the invite

1. Click Next to review permissions

2. Expand the Send an invite link section

3. Copy the invite link

4. Paste the invite link into your Slack chat or email thread with your CSM to notify them

Step 4: Revoke access after troubleshooting

Once the issue is resolved, you can safely:

• Deactivate the temporary user, or

• Remove the Super Admin role if continued limited access is needed

Drivetrain uses this temporary account solely to diagnose and resolve integration issues. No changes are made to your HubSpot data or configuration. You retain full control and can revoke access or delete the user at any time.