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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 then decides who can join their team.

Tech speak: What happens when a user gets added to a team?
When a user is added to the team, AccessAlly applies a tag (which says that they are a member of a team) and a team ID (denoting the specific team they are a part of. It can also trigger a welcome email sent through your CRM (a good idea to help new users know where to log in, and what to expect when they do).

The tags added to child accounts are all designated when you initially set up each team.

There are 5 ways a child user (or users) can be added to a team.

Method 1: Add users individually by email

Team leaders can manually add users to the team by name and email.

Click here for setup tutorial

When you create your team management page (tutorial here), you’ll use a single shortcode to add it to a page.

Once added to a page, the team leader will see the option to add users via name and email.

Method 2: Team Leader uploads a CSV with user info

Team leaders can also opt to add users via a CSV file.

Click here for setup tutorial

When you create your team management page (tutorial here), you’ll use a single shortcode to add it to a page.

Once added to a page, a team leader will see the option to upload users to via CSV file.

At minimum, the CSV format must read: first name – last name – email, followed by any other information or inputs.

Method 3: Child Users Self-Register

With this method, the team leader can send out an email with a special “team key” to individual users, inviting them to register an account.

Click here for setup tutorial

When you are setting up a team management page, you have the option to enable self-registration:

On the front end, this appears as a simple link that a team leader can share with their group:

Allow Users to Self Register

Method 4: Site Admin manually adds individual child account

As site admin, you can add users individually to child accounts.

Click here for setup tutorial

To add a user to a team, go to: AccessAlly > Teams > Manage.

Here, you’ll need to search for the team leader using their contact ID or email. Once the correct account is pulled up, you’ll see the settings for adding a child account to the team:

Team management settings - admin adds child user

Method 5: Site Admin adds multiple child accounts via CSV upload

As site admin, you can bulk add users to a team via CSV upload.

Click here for setup tutorial

To add a user to a team, go to: AccessAlly > Teams > Manage.

Here, you’ll need to search for the team leader using their contact ID or email. Once the correct account is pulled up, you’ll see the settings for uploading a CSV to the team:

Updated on February 19, 2020

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