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Limit Exam Access by Completion

Learn how to restrict access to a course's final exam until a user has completed a required number or percentage of lessons using HubSpot lists.

  1. Identify the course for which you want to limit exam access.
  2. Understand that user progress (lessons completed, percentage completed) is tracked on the MyCourse record associated with the user and the course.
  3. Navigate to CRM > Lists in HubSpot.
  4. Create a new active list for contacts.
  5. Name the list clearly, e.g., "Exam Ready - [Course Name]".
  6. Add filters based on Contact Properties.
  7. Search for and select the relevant portal access property, such as "HubLMS Portal Access Beta", and set the criteria (e.g., "is yes").
  8. Ensure the list is an active list.
  9. Click "save and process". This list will dynamically update as contact properties change.
  10. To add contacts to this list in bulk, go to your Contacts view in the CRM, filter for the desired contacts, select them, click "Edit", and update the relevant portal access property to "yes".
  11. Caution: Modifying the criteria of the actual membership access groups that control portal access is a high-impact activity and should be done carefully, as it affects who can access the portal.