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  1. Choose the radio button labeled Upgrade URL.

  2. Access the URL field:
    After selecting, the Upgrade URL field will be available for input.

  3. Input URL:
    Enter the URL that will redirect users to an external page for further instructions or a third-party payment processor like PayPal.

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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.

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.

Note

Assign Appropriate Price Levels:
Depending on who should access the content, ensure the correct price levels are assigned here.

  • If someone attempts to access the content and isn't listed on any configured price levels, they will receive an error indicating the content is not fully set up and available.

  • To avoid access issues, ensure that all users are listed on an appropriate price level and that each price level is applied to the product.

  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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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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