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.
Pre-Requisites:
For courses: Ensure you've created a course offer.
For communities: Ensure you've created your community group.
Also ensure you've setup your automated login emails to that as soon as access is granted, your new members get sent a notification with their login details.
Option 1: Grant One Person Access To Your Course or Community
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.
Option 2: Grant Course or Community Access To a Group of Contacts
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] > [Create New].
Do not set any trigger, as we will manually import the contacts.
Set the first action step to [Grant Group Access] and ensure to select your specific community group as the filter.
Toggle the workflow to [Publish] and press [Save].
Go to your contact list, select [Filter] 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 checkboxes next to their names, and [Select All] up the top.
In the top toolbar of the contacts area, select the [Add To Automation] button and enrol them in the new workflow you just created.
The contacts will all get pushed through the workflow and granted access to the course or community.
Need Help?
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
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