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Member access lets a customer sign in and see the parts of your business that are meant for them. Access may come from a signup, a purchase, a membership tier, an invite, a course enrollment, a webinar registration, or a manual customer update.
What this guide helps you do
- Give the right person the right access without exposing private content.
- Understand the difference between visitor access, member access, paid-member access, and tier-specific access.
- Use Faster AI to draft or review an access plan before changing customer-facing settings.
Before you start
- Confirm the customer email address and whether the person already has a customer record.
- Know what access the customer should receive and why.
- Check whether access should be free, paid, invite-only, time-limited, or tied to a tier.
- Prepare the sign-in or signup link you want to send after access is ready.
Do it manually
- Open the customer, membership, course, webinar, or access area connected to the offer.
- Find or create the customer record using the correct email address.
- Assign the relevant tier, enrollment, registration, purchase, invite, or access setting.
- Send the customer the correct sign-in, signup, course, webinar, or member-area link.
- Test the experience with a non-admin member account whenever the access is important.
- Add a task or note if a teammate needs to follow up after access is granted.
Ask Faster AI
- Set up member access for [customer or group]. Tell me what access they will receive, what link to send, and what I should test before sending it.
- Review this customer record and summarize their current member access, paid status, courses, webinars, and follow-up tasks.
- Draft a short access email for a new member that explains how to sign in and what they can use first.
Review before members use it
- Confirm the access is attached to the correct customer email, not a duplicate record.
- Check whether payment or approval is required before granting access.
- Avoid sending admin preview URLs to customers; send the public member-facing path.
- Review AI-drafted messages before sending anything that mentions price, cancellation, or private account details.
Common issues and fixes
- If the member cannot sign in, confirm the email address, signup access setting, and whether they need an invite.
- If the member signs in but cannot see content, check content visibility, tier assignment, payment status, and registration or enrollment status.
- If two customer records exist, review them before merging so access and billing history are not lost.
Online course launch playbook
For how member access, enrollment, paid access, and learner communication fit together in a first course launch, read the online course launch playbook. Publishing Your First Online Course: Outline to Certificate.
Members-only content strategy
For how free signups, purchases, tiers, courses, webinars, and invites can become a staircase of access instead of one blunt lock, read the members-only area article. Building a Members-Only Area: Gating Content the Right Way.
Connected workflows
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- Screenshot placeholder: add an annotated screenshot of create member access with member names, emails, payment details, private notes, and gated content blurred.
- Video placeholder: add a short walkthrough that shows the manual setup path, then shows how to ask Faster AI for the same review or draft.