Give Contacts Access to Courses and Community Groups

Manage courses and groups directly from a contact's record.

Where to find it

Open a contact, look for the Courses or Client Portal section.

What you can do from here

Assign courses without a separate purchase, manage group membership, reset their password.

An important shortcut

Granting group access this way bypasses join questions or payment requirements — useful for VIP access, but double-check before using since there's no confirmation prompt.

When this is useful

Manually onboarding someone who paid outside your normal checkout flow.

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