If you have followed along on our Course or Community guides, you will be shown how to automate access for everyone who signs up to your course or community. However, in some circumstances you may have existing contacts that you want to grant access, especially if you're migrating platforms.
The guide below shows you two ways you can manually achieve this, either with an individual contact or a group of contacts.
For courses: Ensure you've created a course offer.
For communities: Ensure you've created your community group.
Also ensure you've set up your automated login emails for your course and community, so that as soon as access is granted, your new members get sent a notification with their login details.
From the Ivorey™ main menu, go to [Contacts] and search for the contact you'd like to manually grant course or community access to
Click on the [Actions] tab, and navigate to 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
If you have a large group of contacts you need to grant access to a course or community, you can set up a temporary workflow to do this in bulk.
From the main menu, go to [Workflows] > click the [+ Create Workflow] button at the top right of your screen > and click [+ Start From Scratch]
At the top of the page, name your workflow appropriately (e.g. Grant access to X course)
Do not set any trigger, as we will manually import the contacts
Add an action:
If you want to grant access to a community, set the first action step to [Grant Group Access] > and ensure to select your specific community group under 'Groups'. If you want to grant access to multiple communities, repeat the process to add each one as its own step in the workflow
If you want to grant access to a course, set the first action step to [Course Grant Offer] > and ensure to select your specific course under 'Offer'. If you want to grant access to multiple courses, repeat the process to add each one as its own step in the workflow
If you want to grant access to both a community and a course, you can follow the above instructions to add both as their own steps in the same workflow. Take care to ensure you've selected the correct action steps and relevant community group/course
Toggle the workflow to [Publish] at the top right of your screen > and press the [Save] button
Go to your contact list, click the [More Filters] button at the top right of your screen, or search for those you want to grant the access to. For example, contacts with a certain tag or who meet a certain criteria
Select the checkbox next to 'Name' at the top of the list > and click [Select all records]
In the top toolbar of the contacts area, select the [> Add To Automation] button > name the action (e.g. add to X course) > under 'Workflow' select the new workflow you just created > under 'Mode' select the timing you prefer > and click the [Add To Automation] button
The contacts will all get pushed through the workflow and be granted access to the course and/or community
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
