Grant temporary access to BambooHR

Grant temporary BambooHR access to Drivetrain for troubleshooting.

In rare cases—such as data inconsistencies or bug investigations—your Drivetrain support or onboarding team may ask you to grant temporary access to your BambooHR account. This allows us to troubleshoot directly using a controlled, read-only user that you create.

Use this guide only if requested by Drivetrain. This is not required for initial setup or general connection issues.

Overview

This guide walks you through how to:

1. Add a temporary user account for the Drivetrain team

2. Assign the correct permissions

3. Revoke access once troubleshooting is complete

Access is temporary and limited to what’s required for diagnosis. You retain full control and visibility at all times.

Step 1: Add a Temporary Admin User

1. In BambooHR, go to Settings

2. Select Access Levels

3. Click on Full Admin

4. Click Add a New Non-Employee User

Step 2: Fill in Temporary Admin User details

1. Use the following details:

   1. First name: Drivetrain

   2. Last name: AI

   3. Email: dp-[yourcompany]@drivetrain.ai (provided by your CSM)

   4. Access Level: Full Admin

2. Click Save

Full admin access is required only for the duration of troubleshooting. No passwords need to be shared manually.

Step 3: Notify the Drivetrain Team

Once the user has been created:

• Notify your Drivetrain CSM via email or Slack

• The Drivetrain team will log in and proceed with debugging

Step 4: Remove Access After Troubleshooting

After the issue is resolved:

1. Go to Settings > Access Levels > Full Admin

2. Hover on the temporary Drivetrain user

3. Click Manage Access

4. Select No Access

5. Click Update Access

Temporary access is granted only for issue resolution. Access is handled via user provisioning—no credentials are shared manually. You can remove or deactivate the user at any time.