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Module Access Codes

Table of Contents
  • Assigning Modules to Access Codes
  • Creating a Module Access Code
  • Downloading an Access Code
  • Previewing, Editing or Deleting an Access Code
    • To PREVIEW an access code:
    • To EDIT an access code:
    • To DELETE an access code:
  • Duplicating an Access Code
  • Revoking/Reinstating an Access Code
    • To REVOKE an access code:
    • To REINSTATE an access code:
  • Deactivating/Activating an Access Code
    • To DEACTIVATE an access code:
    • To ACTIVATE an access code:
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Module access codes allow app administrators to control user access to certain modules in the side menu through a unique code. Access codes can be configured to include as many modules as needed and to be used a certain number of times or by a certain date.

Assigning Modules to Access Codes

Before creating a Module Access Code, make sure the module for which you are creating the access code has been assigned to ACCESS CODE.

1. Select SETTINGS from the bottom of the side menu.

2. Select APP MODULES & LINKS from the the menu on the lefthand side.

 

 

3. Select MODULES & LINKS MANAGER from the App Modules & Links page.

4. Click EDIT in the top-right corner.

5. From the list of modules, select the one you’d like to assigned to Access Code. Click on the dropdown on the Assign To column and select ACCESS CODE from the list.

The module will automatically be assigned to Access Code.

6. Click SAVE in the top-right corner of the page to confirm your changes.

Now, you can create your access code.

Creating a Module Access Code

1. From the App Modules & Links page, select ACCESS CODES.

2. Click the CREATE button in the top-right corner.

3. On the Details page, complete the following actions:

      1. Add a title
      2. Add a description (optional)
      3. Select modules (only the modules that have been previously set to Hidden will appear in this list)
      4. Set a redeem limit (optional)
      5. Set an expiration date (optional)

Note: The access code won’t be valid past the selected expiration date, but all downloaded content will remain on users’ devices.

4. Click PUBLISH in the top-right corner.

And you’re done!
Your module access code will appear in the portal like so:

Share the alphanumeric access code (see arrow in the image above) with app users who require access to the hidden module(s).

Downloading an Access Code

In the main Access Codes menu, check the box next to the access code’s name. Then, click the EXPORT button in the top-right corner to download the access code details as an Excel file.

Previewing, Editing or Deleting an Access Code

In the main Access Codes menu, check the box next to the access code’s name. Then, click the THREE DOTS on the far right of the row.

To PREVIEW an access code:

Select PREVIEW from the drop-down list (or simply double-click the access code title).

To EDIT an access code:

  1. Select EDIT from the drop-down list.
  2. Follow STEPS 2-4 in the Creating a Module Access Code section above.

To DELETE an access code:

  1. Select DELETE from the drop-down list.
  2. Click DELETE in the pop-up window to confirm your selection.

    Note: Once an access code is deleted, it cannot be restored.

Duplicating an Access Code

  1. In the main Access Codes menu, check the box next to the access code’s name. Then, click the THREE DOTS on the far right of the row.
  2. Select DUPLICATE from the drop-down list.
  3. Select the number of copies you’d like to make, and click DUPLICATE to confirm your selection.

    The duplicated access code will appear in the main Access Codes menu.

Revoking/Reinstating an Access Code

In the main Access Codes menu, check the box next to the access code’s name. Then, click the THREE DOTS on the far right of the row.

To REVOKE an access code:

Note: Revoking an access code will disallow access to the module(s) by all users who have used that code.

  1. Select REVOKE from the drop-down list.
  2. Click REVOKE in the pop-up window to confirm your selection.

    It will appear in the main Access Codes menu like so:

To REINSTATE an access code:

  1. Select REINSTATE from the drop-down list.
  2. Click REINSTATE in the pop-up window to confirm your selection.

    It will appear in the main Access Codes menu like so:

Deactivating/Activating an Access Code

In the main Access Codes menu, check the box next to the access code’s name. Then, click the THREE DOTS on the far right of the row.

To DEACTIVATE an access code:

Note: Deactivating a code stops consumption of the access code. Access to the module is still maintained.

  1. Select DEACTIVATE from the drop-down list.
  2. Click DEACTIVATE in the pop-up window to confirm your selection.

    It will appear in the main Access Codes menu like so:

To ACTIVATE an access code:

  1. Select ACTIVATE from the drop-down list.
  2. Click ACTIVATE in the pop-up window to confirm your selection.

    It will appear in the main Access Codes menu like so:
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Table of Contents
  • Assigning Modules to Access Codes
  • Creating a Module Access Code
  • Downloading an Access Code
  • Previewing, Editing or Deleting an Access Code
    • To PREVIEW an access code:
    • To EDIT an access code:
    • To DELETE an access code:
  • Duplicating an Access Code
  • Revoking/Reinstating an Access Code
    • To REVOKE an access code:
    • To REINSTATE an access code:
  • Deactivating/Activating an Access Code
    • To DEACTIVATE an access code:
    • To ACTIVATE an access code:

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