[Guide] The AccessAlly Teams Feature
The AccessAlly Teams feature allows you to sell multiple access licenses at once in a single purchase. Each Team has...
Teams
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How to Set Up Teams Inside AccessAlly
The behind-the-scenes setup for AccessAlly’s teams feature begins inside your membership site. The tutorial on this page will show you... -
How to Increase and Decrease the Size of Your Teams
Teams are set up with a set number of child accounts allotted to them. There are two ways to increase... -
How To Set Up Your Team Management Page
With AccessAlly’s teams feature, there will be a single “parent” user who purchases the team license. The Team Parent can... -
How to Set up the Order Form and Automation for the Teams Feature
Like most of the features in AccessAlly, you may need to create an automation in your CRM that’s set to... -
How to Read The Team Log
AccessAlly’s Teams feature includes a “team log”, so that the membership site admin can see what actions are being taken.... -
How to Use The Team Management Feature To Make Manual Edits As An Admin
In the majority of use cases, your AccessAlly Teams feature can be fully automated from start to finish. However, there... -
How to Delete a Team Inside AccessAlly
To cancel a team and revoke access to all accounts (parent and child users), you can either manually delete the... -
Team Dashboard Page Customization
If you’re using the AccessAlly Teams functionality, and you have AccessAlly Pro then you might be looking to customize the... -
How To Test Your Teams Setup
Once your team is configured inside AccessAlly, please take time to run a test user through the process to ensure... -
How To Add Multiple Leaders To A Team
When a new client purchases a team license, they automatically become the team leader, with the ability to add (or... -
How To Upload Multiple Team Members With a CSV File
In most team license cases, the parent user will manually add users to the team, one at a time. However,... -
Creating a Team through your CRM Automation
When using AccessAlly’s order forms to sell your team licenses, we recommend simply designating the “create a team” function in... -
How to Automate Team Replacement Options
Would you like to give your team admins (also called “Parent Users”) the option to upgrade / downgrade their team’s... -
How To Create an Team License Order Form For Upgraded Access
If you offer various team access levels (“Basic”, “Gold”, etc.), you might want to allow team admins to upgrade their... -
How To Create an Order Form To Increase Team Size
If you offer various team access levels (“Basic”, “Gold”, etc.), you might want to allow team admins to upgrade their...