FluentCommunity allows you to automatically Join/Enroll the Members/Students and give them access to manage the Spaces/Courses based on FluentCRM Tags.
This article covers detailed information about Access Management of Spaces/Courses for FluentCommunity using FluentCRM Tags.
Remember, before starting the process, make sure you install and activate the FluentCommunity Pro Plugin and FluentCRM plugin on your WordPress Site to use this feature.
Enabling Access Management #
First, go to Settings of FluentCommunity from the below-left corner and open the Access Management tab from the left-side menu.
Now, check the Enable Access Management with FluentCRM box to enable this feature.
Configuring Tags with Spaces/Courses #
Once you enable the Access Management option, you will get three more checkboxes. These are:
- Create Contact in Fluent CRM: Check this box if you want to create a new contact in FluentCRM when a member who does not exist in CRM Contacts joins the configured Spaces/Courses.
- Create User in WordPress: Check this box if you want to create a new WordPress when configured tag will be applied to a CRM contact to add to the Spaces/Courses.
- Send default welcome email: Check this box if you want to send the default WordPress welcome and password set email to the users created through tagging.
Finally, map the FluentCRM Tag/s to their corresponding Space/s or Course/s by clicking the Arrow Icon.
Also, don’t forget to check the “Sync this tag with Space/Course access” box to ensure the CRM Contacts add to the Spaces/Courses based on selected Tag/s.
“For example, I set “New” as the CRM tag for the “Announcement” space. Now, any CRM Contact with the “New” tag will automatically become a member of the Announcement space.”
Once you are done, click the Save Settings button to save all the changes.
Preview of Added Contacts #
Here, you can see the “New” tag is applied to a CRM Contact named “Tulip Daisy”.
And, you can see the “Tulip Daisy” contact is directly added to the “Announcement” space.
Removing Tags from Contacts #
Also, if you removed the configured tag from the CRM Contacts like below.
You can see, the contact will be automatically removed from the configured space.
Viewing Added Contacts through Specific User Profile #
You can also, see the added contacts from the Members section in the top navbar.
Once you go to a specific user profile, you can see the added Tag/s and CRM Profile activities in the right-hand box.
From this user profile, you can also view all the configured space/s or course/s joined as a member through FluentCRM Tag/s.
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.
