Access
Roles, owner mappings and student links are set only by an administrator, through audited server checks. New accounts get no role automatically and nobody can make themselves an admin.
1. Grant a role
Works on all synced deals; no role or setup administration.
The account must exist and have a verified email.
2. Map owner account
Only owners discovered by a verified HubSpot sync can be chosen. Uses actual Deal owner, not Stage owner. Works for owner (operational) and sales (read-only) accounts.
3. Invite a student
Single use, expires in 14 days, only the matching verified email can accept. No email is sent — copy the link yourself. The record must have a full HubSpot contact ID.
Roles
Owner mappings
Student links & invitations
Required identifiers before any record import or account link
- Full original HubSpot Record ID (deal) as text. Scientific notation (e.g. 3.41E+10), numbers that were rounded, separators or duplicate IDs are quarantined — never expanded, guessed by name, or silently de-duplicated.
- Full HubSpot contact ID and the contact email, needed for an exact student invitation.
- Actual Deal owner / owner ID. Stage Owner is a different field and is never used for routing or access; the current CSV exports have no actual Deal owner.
- Stage-entry date or stage history per record; without it stage age and overdue status show as unknown.
- Document-reference columns in exports are labels only, not downloadable documents. Real documents enter only through the portal upload.
First administrator
The first admin is never created by signing up or from this page. After a real account exists and its email is verified, the operator grants the admin role once from the backend.