What are the minimum settings my student users need?

Setting the correct minimum settings for student users will allow them to complete HubSpot software certifications and practical exercises.

Step 1: We recommend creating a "Student" role by following the steps here to match with the below screenshots of permissions.

Step 2: Copy the below settings:

 

Under the CRM Tab

Screen Shot 2021-12-03 at 2.33.24 PM

Screen Shot 2021-12-03 at 2.33.00 PM

 

Under the Marketing Tab

Screen Shot 2021-12-03 at 2.33.35 PM

Screen Shot 2021-12-03 at 2.33.42 PM

Screen Shot 2021-12-03 at 2.33.49 PM

Under the Sales Tab

Screen Shot 2021-12-03 at 2.34.01 PM

Under the Service Tab

Screen Shot 2021-12-03 at 2.34.06 PM

Under the Reports Tab

Screen Shot 2021-12-03 at 2.34.13 PM

Under the Account Tab

Screen Shot 2021-12-03 at 2.34.21 PM

Screen Shot 2021-12-03 at 2.34.28 PM

Do NOT click on Permissions Sandbox