How to Manually Grant a Contact Access to Your Course

How to Manually Grant Course Access to a Contact


Step 1: Access Contacts

  • Click on Contacts on the left side of the screen.
  • Locate the contact you want to grant access to.

Step 2: Find the Contact

  • If the contact is not visible on the first page:
    • Use the search field on the right to type in their name or email address.
  • Click on the contact's name to open their contact record.

Step 3: Open Contact Record

  • Once the contact record is open, scroll down the left side.
  • Click on Hide Empty Fields to reduce scrolling.

Step 4: Navigate to Client Portal

  • Collapse the contact section to make navigation easier.
  • Scroll down to find the Client Portal section.

Step 5: Add Course Offer

  • Click on Courses Offers.
  • Select Add Offers.
  • Choose the course offer from the dropdown menu or type the course name in the search field.

Step 6: Confirm Course Access

  • Click on the name of the desired course to grant access.

Step 7: Trigger Automation

  • After granting access, any existing automation that you have already created to be triggered by the course access being granted, will be trigger.

Step 8: Verify Login Details Email

  • Check that the contact has received the login details email.
  • They can click the login button in the email to access the course area.

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