Table of Contents
⚠ Draft — product in development.
Power BI Connector for HubSpot is currently in development. The connector’s role model — how HubSpot user permissions, Private App scopes, and connector-side roles interact — is being finalised. This page is a working placeholder so the documentation structure is complete; it will be rewritten with the final role names, screenshots, and step-by-step assignment guidance once the product is released.
[REVIEW: needs eng input on (a) connector-side role names, (b) how they map to HubSpot user permissions or Private App scopes, (c) where an administrator assigns them.]
Power BI Connector for HubSpot is currently in development. The connector’s role model — how HubSpot user permissions, Private App scopes, and connector-side roles interact — is being finalised. This page is a working placeholder so the documentation structure is complete; it will be rewritten with the final role names, screenshots, and step-by-step assignment guidance once the product is released.
[REVIEW: needs eng input on (a) connector-side role names, (b) how they map to HubSpot user permissions or Private App scopes, (c) where an administrator assigns them.]
Power BI Connector for HubSpot governs what each signed-in user can do inside the connector with two roles: User and Admin. The connector inherits identity from the HubSpot account — if you can sign in to your HubSpot portal, you can sign in to the connector. What changes between roles is what you can do once you’re in.
Roles #
- User — sign in, create and edit personal data sources, share them with other HubSpot users in the same portal, mint personal access tokens, view your own activity history.
- Admin — everything a User does, plus tenant-wide settings on the Administration page (for example, the token expiry policy) and visibility into other users’ activity.
How roles are assigned #
[REVIEW: needs eng input — confirm whether the User/Admin distinction follows the HubSpot user’s portal-level role (e.g., HubSpot Super Admin = connector Admin), or whether there is a separate connector-side assignment step done by a HubSpot Super Admin.]Where to check your role #
Open the Administration item in the connector’s left navigation. If you can see it, you have the Admin role. If you can’t, you have the User role.
