Module Access Codes

Module access codes allow app administrators to control user access to certain modules through a unique code. Access codes can be configured to include as many modules as needed and may be used a certain number of times or by a certain date.

Setting Modules to Private

Before creating a Module Access Code, make sure the module for which you are creating the access code is set to PRIVATE:

1. Select SETTINGS from the menu on the left.
   
2. Select MOBILE APP CONFIGURATION > SIDE MENU SETTINGS.
   
3. Select the module you want to create an access code for, and click the button to change the PRIVATE setting to ON.
   
4. Click CONFIRM in the pop-up window.
   
   The selected module should then be set to PRIVATE ON.
   

Now, you can create your access code:

1. Select MODULE ACCESS CODES from the menu on the left.
   
2. Click on the PLUS ( + ) sign on the top right of the column to create a new access code.
   
3. Enter the title, description, max users and expiration date in the appropriate boxes.
   
4. Click the LOCK icon next to the module name so that it closes.
   
5. Click SAVE 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 in the third column with app users who require access to the private module(s).

Downloading an Access Code

Select the EXPORT icon in the top-right corner of the first column to download the access code details as an Excel file.

Revoking, Reinstating, Deleting, Activating or Deactivating an Access Code

1. Select the EDIT icon in the top-right corner of the first column.
   
2. Click the box next to the access code’s name, and then select the ELLIPSIS (…) in the top-right corner of the first column.
   
3. Select the action you want to perform from the drop-down list: REVOKE, REINSTATE, DELETE, ACTIVATE or DEACTIVATE.
   

To REVOKE or REINSTATE an access code:

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

Select REVOKE from the drop-down list and click CONFIRM in the pop-up window.

To REINSTATE an access code:

Note: REINSTATING an access code will generate a new access code. Admins will need to redistribute this new access code to users.

Select REINSTATE from the drop-down list and click CONFIRM in the pop-up window.

To DELETE an access code:

Select DELETE from the drop-down list and click CONFIRM in the pop-up window.

To ACTIVATE an access code:

Note: ACTIVATING an access code will unlock it, making it accessible by app users.

Select ACTIVATE from the drop-down list and click CONFIRM in the pop-up window.

To DEACTIVATE an access code:

Note: DEACTIVATING an access code will lock it for future consumption.

Select DEACTIVATE in the drop-down list and click CONFIRM in the pop-up window.

Tip: Access codes can also be REVOKED or DEACTIVATED in the third column. Simply click on the appropriate button and confirm your selection in the pop-up window.

Duplicating, Editing or Deleting Access Code Information

To DUPLICATE access code information:

Note: DUPLICATING an access code will create a brand new access code with the same title, description, download limit and expiration date as the original.

1. Select DUPLICATE in the top-right corner of the second column.
   
2. Indicate the number of copies you’d like to make in the appropriate box, and click DUPLICATE.
   
3. The duplicated access code will appear in the first column. Edit the name and any other information by clicking the EDIT icon and following STEPS 1-3 in the section above.
   

To EDIT access code information:

1. Select the EDIT icon in the top-right corner of the second column.
   
2. Make the necessary changes by following STEPS 3-6 in the section above.

To DELETE access code information:

1. Select DELETE in the top-right corner of the third column.
   
2. Click CONFIRM in the pop-up window.
   
   Note: Quickly edit the consumption limit or expiration date of your access code by selecting the appropriate EDIT icons in the third column.