This article shows you how to give someone access to a course or a community group straight from the Ivorey™ CRM.
Pre-Requisites:
For courses: Ensure you've created a course offer.
For communities: Ensure you've created your community group.
Click here for the written steps
Click here for the written steps
From the Ivorey™ main menu, go to [Contacts] and search for the contact you'd like to manually grant course or community access to.
Scroll down, until you see the [Client Portal] section.
Under 'Course Offers', select the course offer you wish to grant access to.
Under 'Community Offers', select the community group you wish to grant access to.
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Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
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