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Can I set access to tools per a membership?

Added: 04/26/2015   |   Updated: 5 Years Ago

Question   Can I set access to tools per a membership?



Answer    You can control which memberships or specific members are able to see pages. Doing this you can turn off access to tools for a membership. Also, you can give a specific member (or membership) access to files that are normally only for the admin.

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File and Tool Access Management


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RELATED QUESTIONS


Q. How do I remove icons on the members area home page for specific memberships?

A. To remove it for some memberships and not for others you will need to do it through the file manager.

Download index.html.  What you will do is you will download the file index.html from the /uploads/adminpages folder.  This file, index.html is the default members area used by memberships that do not have a file setup for their specific membership (which we will describe below).  This same process works for all files including files in the /uploads/adminpages/misc folder.

Make index#.html. You will rename index.html to be index#.html where the number is the id of the membership that this file is for.  With all files you can put the id of the membership this way to make a specific version for a membership.  You can get the id of the membership by going to the page to edit the membership (/admin/memberships) and by getting the id from the URL of that page. In the URL in the top of the browser the id is the only number in the URL that is at the end of the URL.  So if the URL is ..../admin/member/3 then the id of that membership is 3.

Remove ~~ Code. No go through and remove the items that you don't want to appear for that membership.  Most of the member icons are represented by ~~ code. For example ~trackingicon~ is the code to remove if you want to remove the Tracking icon.  In the editor if you click the blue "Page Specific ~~ Codes" button it will show you all of the codes that exist for the page and many codes have descriptions telling you what the ~~ code is for.

Optional Additional Steps

What we did above merely removes the links to the pages from the members area home page.  It does not prevent a member from accessing the link directly and using the feature.  There is another feature where you can control which memberships have access to each page.  In addition from fully preventing the membership from accessing the page, access also is used when we calculate the monthly membership fees to determine if a member has add/edit access for a tool.

Setting Access for a Page

File Manager.  In the file manager there is a yellow "edit access" button on the left side of the page that you can click to edit access to that specific page.
Site Page. From the site page under the "Web Pages & Members Area" section there is a "Manage Files (Access/Translate)" icon that takes you to a page where you can see all files and manage their access.  In addition on the right side is an option for adding/removing access to all files belonging to a tool at once (view, edit, add, delete, etc).

Ask For Clarification

Q. When a member purchases a new membership will everything be in the same members area or will it be separate like they have two member areas?

A. If an existing Member purchased into a separate membership if they use the same email, then they would cancel their old subscription and would belong to the new membership.  If they use a new email and have 2 separate accounts, then they would have 2 separate logins and see separate things in each members area.

Ask For Clarification

Q. If I have several membership types and they are free, how I can have it so a member is put into that membership when they join?

A. When editing the membership, in the URL at top you can see the id for the membership.  Then, use that id for the membership and add it to the url as shown below replacing the id number with ID:
/join/USERNAME?membership=ID

So, for example if it is for username john and membership id 3 it would look like:
/join/john?membership=3

Or if putting it inside the WYSIWYG of a capture page you would put the following code for membership id 3
/join/~username~?membership=3

Ask For Clarification

Q. When creating account (membership not free) is it suspended immediately after creating or after 24h?

A. A member is suspended when their payment is canceled.  Our software is notified by an IPN when a subscription is canceled and the member is suspended immediately.  There is a setting that can be turned on to have them suspended when their next payment would have been due, but by default this is turned off, and this should be used carefully because it will suspend anyone that doesn't have a payment record.

Ask For Clarification

Q. What does it mean when editing a membership if visible is set to yes or no?

A. With direct payment turned on, if there are multiple memberships setup, then a drop down appears for the person to select which membership to join.  This controls if the membership appears in that drop down.

Ask For Clarification

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