[Guide] Bulk Course Enrollment with Teams
Teams can help you sell your courses to groups of people, where they can manage their own enrollment and see...
Teams
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How to Set Up Teams Inside AccessAlly
The first step in setting up a team is to pre-create a team with a designated number of licenses and... -
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 Set Up a Team Management Page
With AccessAlly’s teams feature, a single user purchases the team license and is automatically designated as that team’s Leader. The... -
How to Set up a Bulk License Order Form
When you’ve set up a team inside AccessAlly, it’s time to create a special order form that automatically creates a... -
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 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 (team leader and members), 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, please take time to test teams setup on AccessAlly to ensure that all the steps... -
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... -
How To Upload Multiple Team Members With a CSV File
In most team license cases, the team leader will manually add users to the team, one at a time. However,... -
Creating a Team through your CRM Automation
You can create a team on AccessAlly through CRM integration. When using AccessAlly’s order forms to sell your team licenses,... -
Allow Leaders to Upgrade or Downgrade Team Access
You can allow team leaders to upgrade team access on AccessAlly automatically. You can automate this replacement (which can be... -
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 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... -
How to Add Members to a Team
The AccessAlly teams feature gives access to multi-member teams. Team leaders can add members to a team in AccessAlly. Each... -
How to Allow Team Leaders To Reply to Private Notes
Using AccessAlly Teams, you can allow team leaders to reply to private notes from their team members. When to use... -
Set Up Interactions Between Team Members
Interactions are an open-ended opportunity for you to enhance the team member experience on your site. With Interactions, a team... -
Team Interaction: Allowing Team Members to Contact Leaders
When you set up your Teams in AccessAlly, you can also pre-build interactions for team members to take advantage of,...