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  • Use the search bar on the left to search or scroll through to find and add users to your price level.

  • Add users by selecting them from the dropdown.

  • Select the X icon next to the user name on the right-hand side to remove users from the price level.

Creating access passes

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Access passes restrict access to content around the site. They can either be granted by admins, or a product can be attached to them, allowing users to purchase the access pass.

  1. To create a new access pass, select New Access Pass.

  2. Give your access pass a Name and save it.

  3. Once created, select the newly created access pass from the list to manage it.

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  1. Choose the method of access pass activation via the radio buttons listed (default: None):

    • External URL: Use this if the pass is granted after completing a requirement outside your platform. Follow up to ensure the requirement is met before assigning the pass.

    • Product: Use this if the pass is granted after purchasing a product through Stripe on your platform.

Configuring an upgrade path

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  1. Select the radio button for Product to begin.

  2. Choose or create a product:

    • Existing Product:
      If your product is already available, select it from the dropdown to link it with the Access Pass.

    • New Product:
      To create a new product, select Create New Product.

  3. Create product window:
    When creating a new product, a window will appear.

  4. Enter product details:
    Provide a name and description for the new product.

  5. Save or cancel:

    • Cancel:
      Clears the field and closes the window.

    • Save:
      Adds the new product to the product list dropdown.

  6. Attach to access pass:
    After saving the new product, select it from the dropdown to link it with your Access Pass.

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Adding price levels to products

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  1. Edit the product:
    Once you've linked a product to your Access Pass, you must update its pricing levels. To do this, select the pencil icon to edit the product.

  2. Access the product window:
    The product editing window will appear.

  3. Add price levels:
    In the Pricing Details section, select the + icon to add a new price level. You can add as many price levels as necessary for your product.

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  1. Configure price level:

    • Use the Pricing Level dropdown in the New Pricing Item window to choose the level you want to add.

    • Enter the desired price for this level in the Price section and choose the type of Currency (USD or CAD).

  2. Save changes:
    Select Save to add the new price level to your product.

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Granting users

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the access pass

Understanding Access Pass Privileges

Adding users directly to the Access Pass provides full access to the linked product or URL, bypassing the need to purchase or navigate separately.

You can also update a user’s Access Pass privileges after they have followed your specified steps, such as navigating to a third-party URL and completing the required actions. Once verified, return to this page and update the user’s access accordingly.

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  1. Grant Access Pass:
    Use the Grant Access Passto Users dropdown to find and select the users you wish to include.

  2. Remove Users:
    To remove users from the Access Pass, use the X icon next to their email address.

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