Bulk Course Enrollment with AccessAlly Teams The AccessAlly Teams feature can help you sell your courses to groups of people. There's a central team "leader" that...
How to Set Up Teams Inside AccessAlly There are two ways to set up teams inside AccessAlly: Through the Offerings wizard (recommended) or directly through Teams (advanced)....
How to Increase and Decrease the Size of a Team Teams are set up with a set number of team member accounts. There are two ways to increase team size,...
How To Customize Your Teams Setup With AccessAlly’s teams feature, a single user purchases the team license and is automatically designated as that team’s Leader. The...
Build a CRM Automation For Your Teams When you create your team through the AccessAlly Offerings wizard, tags for the team leader and team members are automatically...
How to Read The Team Log Learn how to read the team log in AccessAlly so that you can review actions taken in the bulk license...
How to Manually Edit an Existing Team License In most cases, your AccessAlly Teams feature can be fully automated from start to finish. However, there may be some...
How to Delete a Team Inside AccessAlly To cancel a team and revoke access to all accounts (team leader and members), you can either manually delete the...
How To Add Multiple Leaders To A Team Learn how to add multiple leaders to a team on AccessAlly. When a new client purchases a team license, they...
Creating a Team through your CRM Automation Use this method if you use a different shopping cart (other than AccessAlly) for the team order forms. Using this...
Team Replacement Options and Viewing Pages With Team Leader Permissions When it comes to team offerings, member access is controlled by what’s set up in the initial team leader purchase....
How to Sell Upgraded Access for a Team License If you offer various team access levels (“Basic”, “Gold”, etc.), you might want to sell upgraded access for a team...
How to Add Members to a Team The AccessAlly teams feature gives access to multi-member teams. Team leaders can add team members to a team in AccessAlly....
Team Leaders and Private Notes Using AccessAlly Teams, you can allow team leaders to reply and/or approve private notes from their team members. When to...
Creating Team Leader Interactions In this article we’ll explore team leader interactions. Team leader interactions allow a site admin to create rich experiences for...
Can team members get in touch with team leaders? Team member communication The simplest way to allow for team member to team leader communication is by using the private...
Creating a Team with Levels Skill Level: Advanced There are many different ways that you can create a team with levels inside an AccessAlly site....
Team Interaction: Allow Team Leaders to Reward Team Members with Points Skill Level: Advanced Scenario: You would like team leaders to reward their team members with points. These points would be...
Create a Team Member Dashboard The Team Center offering template creates a dashboard for team leaders to manage team members, but what if you would...
Team Leader Downloading Team Member Certificates The Team Leader can quickly and easily see and download Team Member certificates using the ProgressAlly Interaction – certificate, reset...