How do I create a "student" user role with the correct permissions?

Creating a "student" role ahead of time will allow you to assign the correct settings and permissions to all students at once (versus each individual student).

Note: You can create custom roles with different permissions and names. 

👉 Screenshots of the exact permissions needed shown here

Video Tutorial

 

Step-By-Step Written Instructions Tutorial

Before starting, double check that you are in your EPP portal (default name "edu.com" which you can learn how to rename here)

1. While logged into your EPP portal, navigate to the gear icon in the top right corner. 

2. Click on Users & Teams on the left bar.

3. Click on the third tab from the left named Roles.

4. Click the orange button on the right named Create Role.

5. Type the name of the role such as "student" under Name.

6. Select the settings listed here or in the above video, which includes the settings needed to complete HubSpot software certifications and practical exercises.

7. Click save and you now have created a "student" role!

 

👉Tip #1: If you notice your students in the future are running into limitations in the software, it is most likely due to a permissions setting. For more information on the settings needed for HubSpot Software certifications and practical exercises, click here.

👉Tip #2: For Marketing Hub in the software, all students can be assigned these settings. For some of the permissions for Sales and Service hub, only 20 seats are available in an Enterprise portal. For more information on Sales and Service seats and how to request for more, click here.

 

➡️ Step 3 of 3 of Portal Set-Up: Add students as users in the portal

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