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Setting Up Access Levels

Setting Up Access Levels Why: Control what content your members can see by creating and managing access levels. This allows you to offer tailored e...

Written by Ken Truesdale

Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.

Why: Control what content your members can see by creating and managing access levels. This allows you to offer tailored experiences, ensuring that only the right members have access to specific content.

Navigate: App Station > Monetization > Access Levels

Quick Start

  1. Click on Access Levels in the App Station.

  2. Click the Add Access Level button.

  3. Enter a name and description for the access level.

  4. Set the permissions for content visibility and creation.

  5. Click Save to create the access level.


Understanding Access Levels

Access levels are essential for managing what content your members can access. They allow you to define different tiers of content visibility and control member permissions effectively.

Key Characteristics of Access Levels

  • Content Visibility: Access levels determine which content members can view. Content can be set to require any of multiple access levels, meaning that if a member has at least one of the required access levels, they can view the content.

  • Public vs. Members-Only Content: Content without any access level restrictions is public and can be viewed by anyone. Conversely, content that requires an access level is only visible to members who meet the criteria.

  • Custom Levels: You can create custom access levels (e.g., "Silver", "Gold", "VIP") to cater to different member needs. You can also create parallel package levels (e.g., "Vegetarian", "Keto") for specialized content.

Permissions

Access levels can control various permissions, including:

  • Content Creation: Allow members to create their own meal plans or recipes.

  • Exporting: Enable members to export recipes and meal plans as PDFs.

  • Wellness Tracking: Grant access to wellness features, if applicable.

Managing Access Levels

To manage access levels, navigate to the Access Levels section in the App Station. Here, you can:

  • Create new access levels.

  • Edit existing levels to adjust permissions.

  • Delete levels that are no longer needed (except for the default level).

Auto-Grant Access on Signup

You can configure your app to automatically grant a default access level to new members upon registration. This feature is disabled by default but can be enabled if you want all members to have immediate access to certain content without payment.

Offers and Access Levels

Offers are the products that members purchase to gain access to specific content. Each offer can grant one or more access levels, allowing you to control how members access your content based on their purchases.

Types of Offers

  • Subscription Offers: These allow members to subscribe for ongoing access to content.

  • One-Time Offers: These provide lifetime access to specific content for a single payment.

  • Time-Limited Offers: These grant access for a limited time (e.g., 30 days).

Creating Offers

When creating an offer, you will select the access levels that the offer grants. This ensures that members who purchase the offer can access the corresponding content.

  1. Navigate to the Offers section in the App Station.

  2. Choose whether to create a subscription or one-time offer.

  3. Select the access levels that will be granted with the offer.

  4. Set pricing and payment options.

  5. Save the offer to make it available for purchase.

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