How do I assign students as users?

There are two ways to add students as users once you’ve created your account. If you do not currently have a list of students enrolled in your class, please revisit this step when you have your roster. Feel free to view this video, which will walk you through the steps below. 

You can either add students manually or upload their names using a .csv excel spreadsheet. 

Add students as users manually

  • In your HubSpot account, click the settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Users & Teams.
  • In the upper right, click Create user.
  • Enter the email address(es) into the Add email address(es) field. If you are adding multiple users at the same time, separate email addresses with a space. Then click Next.

Add students as users using a CSV file in Excel

If you'd like a gif-video of how to do this using a CSV file, click here.

  • In your HubSpot account, click the settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Users & Teams.
  • In the upper right, click Create user.
  • In Excel, add an e-mail column with the email addresses of your students, and save the file in a CSV format. Click A CSV file, then drag and drop your .csv file, or click choose file to browse files on your computer. Then click Next.

The students should receive an email welcoming them to your account as a user and prompting them to set their password. If you'd like, please feel free to use this powerpoint, which is intended for a student audience and outlines what steps they should take once you've added them into your portal. 

Once the students log in, encourage them to set up their profile as a user. You can now track your students' progress with certifications.