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How To Manually Grant Access The Membership Courses To The Users

This guide explains how to manually enroll users in membership courses when automation fails or when access must be given manually (e.g., special cases, manual payments). It involves locating the user in the CRM, opening their profile, adding the course under memberships, and saving the changes. Optional: notify the user after granting access.

Ferdinand CalluengAugust 14, 2026

Once you have created the membership course offer, follow these steps:

 

Step 1 :  Grant Access to a Specific User

  • Go to Contacts

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  • Find the contact, click on their name 

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  • Once you are inside the contact details, scroll down until you find the 'Course Offers' section.

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  • Then choose the course you want to grant the user access to.

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Step 2 : Verify Access

 

  • The user will now have access to the course through their membership login.

 

  • They will receive an email notification with login details (if it's their first membership) or a confirmation of the course being added to their account.

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