[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 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, a single “parent” user purchases the team license. The Team Parent then adds “child” users to... -
How to Set up the Order Form and Automation for the Teams Feature
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
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... -
Allow Leaders to Upgrade or Downgrade Team Access
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... -
How to Add “Child” Users to a Team
The AccessAlly teams feature gives access to multi-member teams. Each team license is purchased by a single leader. This leader... -
How to Allow Team Leaders To Reply to Private Notes
Team leaders can view and reply to private notes submitted by child users of their team. When to use this... -
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 Child Users to Contact Parents
When you set up your Teams in AccessAlly, you can also pre-build interactions for team members to take advantage of,...