Granting Customer Access

You can manually grant access to a subscription, program, or bundle for a customer.

Granting access to a fixed price bundle or program will provide access for free. Granting access to a subscription plan will provide free access until the next due date. 

To view and edit customer details:

-Navigate to the Customers tab

-Search for the customer by name or email.  Click on their name or the three dots on the right and click Show to see the detailed customer view.

Customer_Details.png

-Click on the Access tab

Access_Tab.png

There are three options on the Access tab: Subscriptions, Programs, and Bundles.

 

Subscriptions

-Find the subscription you want to grant access to and click Choose plan

Subscription_Choose_Plan.png

 

-After clicking Choose plan, a pop-up window will appear - Click OK

Subscription_Choose_Plan_Confirmation.png 

 

-The subscription entry will be updated and marked as Active

Active_Subscription.png


 

Programs

-Select the programs that you want the user to gain access to, from the drop-down list

Assign_Program.png

 

-Selected programs will appear below the dropdown list indicating access has been granted

Program_Listed.png


 

Bundles

-Select the bundles that you want the user to have access to, from the drop-down list.

Assign_Bundle.png

 

-Selected bundles will appear below the dropdown list indicating access has been granted

Assigned_Bundles.png

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