Each Team has a single “Parent” user and a designated number of “Child” users.
Parent users have admin control, so they can add or remove additional Child users on their team. Parent users are also responsible for purchasing and cancelling the Team account.
The list of tutorials on this page show you how to set up and manage the Teams Feature on your AccessAlly membership site.
How To Set Up Teams Inside AccessAlly
There are three distinct steps you must take to set up your Teams inside AccessAlly:
STEP 1: you must configure the type of teams you wish to sell licenses for.
You can configure those settings by following this tutorial: How To Set Up Teams Inside AccessAlly
STEP 2: you must create a “Team Manager” page so that the Team Parent can add (or remove) child user accounts. Learn how in this tutorial: How to Create your Teams Manager Page
STEP 3: you must set up the order form that creates the team and designated the purchaser as the Team Parent user. Learn how in this tutorial: How to Set up the Order Form and Automation for the Teams Feature
If you’re using a different shopping cart or order form system, you can still initialize a team through your CRM’s automation, follow this guide: Creating a Team through your CRM Automation
(Advanced) STEP 4: you can customize the look and feel of the Team Dashboard to include progress tracking from AccessAlly Pro. Learn how in this tutorial: Team Dashboard Page Customization
TESTING YOUR TEAM SETUP
Before you make your team feature “live” to clients, please take the time to test your setup by following this tutorial: How To Test Your Teams Setup
How to Manage Your Teams
There are a few different features to help you manage your team licenses successfully.
The first is the “Team Management” area that you have access to as a site admin. Learn how to use this area with the following tutorial: How to Use the Team Management Feature to Make Manual Edits As An Admin
The second is learning how to increase or decrease the size of your teams… helpful if a Team Parent wishes to purchase additional “child account” slots for their team, for example. Learn how to perform these actions with this tutorial: How To Increase And Decrease The Size Of Your Teams
The third management tool you may need will allow you to delete a team inside AccessAlly, in the event that it is necessary to do so. Learn how with this tutorial: How to Delete a Team Inside AccessAlly
If Something Goes Wrong…
In the event that you, as site admin, run into an issue when managing your teams, the Team Log will be extremely helpful to identify when – and where – the trouble happened. Learn how to use this feature here: How to Read the Team Log