Help centre

Portals

Portals

Connect, sync, rename, reconnect and remove HubSpot portals, set a quarantine role and read the per-feed health of each connection.

Overview

The Portals page lists every HubSpot portal connected to your organisation with its last sync and health. Administrators can open it; renaming, reconnecting and removing a portal are limited to owners.

Connecting a portal

ControlWhat it does
Start guided set-upButtonShown when no portals are connected. Opens the set-up wizard, which connects the first portal and then covers admins, baseline and the first scan.
Finish set-upButtonAppears above the portal list while set-up steps remain. Returns you to the wizard at the first step still outstanding.
Connect with HubSpotButtonStarts the HubSpot app install. HubSpot asks you to choose a portal and approve the scopes, then returns you here.
Add another portalDialogAppears when every portal on your plan is in use. Shows the prorated charge for one more portal; Confirm and pay adds it to your subscription.

Managing a connected portal

ControlWhat it does
Sync nowButtonPulls users, teams, permission sets and property metadata immediately instead of waiting for the schedule.
ReconnectButtonOwners only. Repeats the HubSpot install for a portal whose token has expired or whose scopes have changed. The portal keeps its name, history and baseline.
BaselineButtonAdministrators only, and only while the portal has no baseline. Uploads a HubSpot user export CSV as the permission baseline, the same import as the Upload CSV button on Security, Baseline. The button disappears once a baseline exists.
Rename portalDialogOwners only. Opened from the pencil next to the name. The new name is used across FlowSentinel and survives reconnection. Save name records an audit entry.
RemoveButtonOwners only. Opens the Remove confirmation. Remove portal disconnects it, clears cached data and removes it from every list and chart.
Set quarantine roleButtonOpens the Quarantine role dialog. Choose the restrictive HubSpot role that remediation actions move a compromised user to. Shows as Quarantine role set once chosen.
Portal healthButtonExpands the row to show each data feed, its last capture time and any feature blocked by your HubSpot subscription tier.

Removing a portal cannot be undone from the console. Alerts, baselines and audit history linked to that portal are retained for your records but no longer shown.