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 The Teams Feature Works
The teams feature is a great option when you want to market and sell your content to multi-member groups. For example:
- Corporate training, where a single representative from a company purchases access to a program, then creates unique logins for X number of their team members/employees.
- Classroom education resources, where the teacher purchases access to a program or course, then adds each student to give them access.
Every team is set up by you, as the site admin, with a specified number of spots (you can always change this number at any time). When a team license is purchased, there is a designated leader (also called a “parent user” or “team admin”). This leader has the ability to decide who is added to their team.
For more resources on how this feature can improve your membership site, feel free to review these two articles:
How To Set Up Teams Inside AccessAlly
There are three distinct steps you must take to set up your Teams inside AccessAlly:
STEP 1: Configure The Team
First, you must configure the type of teams you wish to sell licenses for. In this step, you’ll configure the team permission tags and decide how many users each team will start out with (you can always add more at a later date, even after the team is in use).
STEP 2: Create a Management Page For the Team Parent
Next, you’ll want to create a new page inside your membership site. This page will include all of the “management” elements for the team parent users, allowing them to perform actions like adding or removing child user accounts.
Tutorial: How to Create your Teams Manager Page
STEP 3: Create An Order Form To Sell Team Licenses
Now, you’re ready to 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
NOTE: Pay special attention to the “advanced” team replacement option in this tutorial, for situations where you wish to upgrade (or downgrade) team permissions.
(Advanced) STEP 4: Customize Team Dashboard Page
If you’d like, 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
IMPORTANT: TEST 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
Ongoing Management For Active Teams
There are a few different features to help you manage your team licenses successfully.
Use The Management Area To Manually Alter Active Teams
The first option you have is to manually alter active teams as an admin, using the “Team Management” area. Here, you can increase or decrease team sizes manually, without requiring the parent user to take any further action themselves (so they don’t need to place an order to purchase additional slots).
Increase or Decrease The Size of Active Teams
If you want to give your clients the option to purchase additional”child accounts” for their team, you can automate the process with an order form purchase.
Cancel Or Revoke Access To An Active Team
Finally, if you need to delete a team inside AccessAlly, please understand the correct process involved.
- 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