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How to Set Up Teams Inside AccessAlly

This is the first article in this series and it covers Creating a Team Center Offering.

Article 1: You are here!
Article 2: Leader Content
Article 3: Member Content
Article 4: Customize Team
Article 5: Add Team Members


Setup Options

This article covers two ways you can build a team.

  1. Recommended! Create a Team Center Offering (when using AccessAlly order forms)
  2. Advanced! Create Your Own Team (when using 3rd party order forms)

Option 1: Create a Team Center Offering

This option is recommended when using AccessAlly order forms to process payments.

Video Walkthrough

Watch the video to see the steps in this article.

Written Steps

Step 1: Create a Team Center Offering
Create Team Center Offering

Scroll through the steps below to create a Team Center Offering.

Step 2: Leader Content (draft mode pages)
Create Leader Content (draft pages)

Scroll through the steps to add your Leader Content pages. Right now, you’ll create an outline draft of these pages.

You’ll design them (add videos, progress and more) in a later step.

Step 3: Member Content (draft mode pages)
Create Member Content (draft pages)

Scroll through the steps to add your Member Content pages. Right now, you’ll create an outline draft of these pages.

You’ll design them (add videos, progress and more) in a later step.

Step 4: Forms
Forms

Scroll through the steps below to add Forms to your Team Center Offering.

Step 5: Settings
Settings

Scroll through the steps below.

Step 6: Permissions
Permissions

In the Permissions tab you will see the tags that go with each part of your Team Center Offering. Tags are helpful when delivering email automations via a CRM system that is integrated with AccessAlly.

The order form you created in Step 4 of this article will automatically release the Team Leader and Team Member content, and apply the appropriate tags – they are shown here for reference.

Permissions Tab in AccessAlly Team Offering | KB AccessAlly

Step 7: Style Leader Content Pages

Now that you’ve created a Team Center Offering your next step is to design the look and feel of your Leader Content pages, add your course content, and progress tracking.

Add Leader Content

Option 2: Create Your Own Team

If you’re using a 3rd party tool to take payments on your site, you can create your own team from scratch.

This option is not available when using AccessAlly Managed Contacts.

Step 1: Create a New Team Program

Go to: AccessAlly → Teams  → Programs. Click on the +New Team Program button in the top corner.

Click the pencil icon to rename your team.

Step 2: Configure Basic Setup Tab

Team leader tag: Select a tag from your CRM.

Team member tag: Select a tag from your CRM.

Note: This tag is ONLY added to the team members when they are added to the team. This tag can be used to trigger automation / send notification emails for ONLY the team members and not the team leader.

Initial team size: select the number of team members that a team leader can add. This number does not include the team leader.

Basic Setup Tab Building a Team in AccessAlly

Step 3: Configure Welcome Tab

In the welcome tab you can add custom operations to deliver content to your Team Leaders/Team Members, revoke content forTeam Leaders/Team Members, or add tags to run automations in your CRM system.

Welcome Tab Options in AccessAlly

Step 4: Configure additional settings

Additional settings are available under the New Member, Display, Interaction, Advanced, and Webhook URL tabs.

Is there a team offering setup video available?

Creating a team is covered in our AccessAlly 101 video on Advanced Offerings. Click here to watch.

Can a team leader have free access to a team portal?

Yes, they can! If you’d like to give the team leader free access so they can add in their team members (or send self-registration links) you can add a free access form by going to AccessAlly > Offerings > Forms tab. In the top corner click “+ ADD” to create a free opt-in form for the team leader.

Free Team Opt-in

Updated on February 13, 2024
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