Education Partner Program Community

DNebojsa
参加者

Managing students access

Hi all, 

 

How do you manage HubSpot access for multiple groups of students?

 

The course has 2 semesters and students practice both semesters in HubSpot. Everyone has admin access so everyone can see everyone's setup and everything they have created.

The course is all about marketing and sales automation and CRM so I need to give them admin access so they can get the most out of the tool.

 

From September I will have a new group and I am already afraid of the noise in the software.

 

Can "teams" function help in this? If they remain admins, but in different teams, will they see each other's work?

 

Thanks in advance!

 

Nebojsa

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6件の返信
SaunakShah
HubSpot Employee
HubSpot Employee

Managing students access

Hi @DNebojsa you can also refer to the below article for creating Student Permission Sets

 

Student Permission Sets

DNebojsa
参加者

Managing students access

Thanks SaunakShah!

MiaSrebrnjak
コミュニティーマネージャー
コミュニティーマネージャー

Managing students access

Hi @DNebojsa,

 

Thank you for reaching out to the Community!

I wanted to share a few thoughts here. 

Super admin permissions give access to all the account tools & settings and even if the admins are members of a specific team, they'll still be able to see the work from students in other teams. You can read more about the different permission types in this Knowledge base article.

 

My recommendation would be to create teams (you can create 1 team with HubSpot Free & Starter, up to 10 in Professional, and up to 300 teams in Enterprise; more info on the product limits can be found in the Product catalog) and then limit the users' object access to "Team only": 

Screenshot 2023-08-14 at 11.27.35.png

 

This way, you can still let users access all the tools, they just won't be able to see the information that was added to the customer portal by the other team. 

 

I also wanted to invite a couple of other team members to this conversation to see if they have any recommendations: 

Hi @Wahiba@ProfessorSwartz@SaunakShah, do you have any tips for @DNebojsa? Thanks!

 

Cheers
Mia, Community Team    




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ProfessorSwartz
投稿者

Managing students access

This is how I do it! I also found this FAQ section on the EPP HubSpot page super helpful!! Get Started (hubspotedu.com)

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DNebojsa
参加者

Managing students access

Thanks!

DNebojsa
参加者

Managing students access

Thanks Mia, this seems to be a good solution, because I will have another group from September