How do I give Forbidden access to my HubSpot account?
Arrange the appropriate HubSpot access so Forbidden can carry out your agreed work.
Forbidden may need access to your HubSpot account to review your existing setup or deliver agreed work.
Your project lead will explain the access required and provide the appropriate instructions. Access should be approved by the person responsible for administering your HubSpot account.
Before you approve access
Confirm:
- Which HubSpot account we need to access.
- Who in your organisation can authorise access.
- What work Forbidden will be carrying out.
- Whether your organisation has any access approval requirements.
If you have multiple HubSpot accounts, check the account name and ID carefully.
Approving a Partner Admin access link
Where Partner Admin access is appropriate, your Forbidden contact can send you an access link.
Follow the link, select Approve and choose the HubSpot account that Forbidden should access. HubSpot documents this as one of its supported ways to grant Partner Admin access.
If you cannot complete the approval, ask your HubSpot administrator to review the request.
Choosing the right level of access
Approve access that is appropriate to the agreed work. If a narrower permission set is needed, discuss this with your Forbidden project lead before proceeding.
Partner Admin access has limits. For example, it does not allow partners to manage Super Admin users, change billing settings or manage Sensitive Data. Some actions therefore need to remain with your own administrator.
Do not share another user’s login details or upload passwords to the Customer Portal.
If access is not working
Tell your project lead:
- Which account you are trying to authorise.
- Which step is failing.
- The error message you see.
Share a screenshot if useful, removing any sensitive information first.
Reviewing access later
Review Forbidden’s access when your engagement changes or finishes. Coordinate any changes with your project lead so that access needed for ongoing work is not removed prematurely.
What can Forbidden help with?
We can explain the access needed, provide the appropriate access request and help investigate permission issues.
Your organisation remains responsible for approving access. HubSpot determines the technical capabilities and restrictions of each permission set.