Managing user access shouldn’t feel like a chore. Whether you are onboarding a brand-new cohort, adjusting mid-year subscriptions, or cleaning up your active user list, your administrative tools should move at the speed of your organization. That is why I am incredibly excited to share a sneak peek of our upcoming consolidated User Access workflow!
Does it ever feel like managing subscription and token workflows were designed by different people? (HINT: they were!) This upcoming update was created with one core philosophy in mind: giving you absolute flexibility without sacrificing speed. I know that individual account updates can take up too much of your day, so we have completely revamped how you will purchase, assign, and modify platform access within the training management system.
While the team puts the finishing touches on this feature, we’ve put together a walkthrough video to show you exactly how it works. Check it out below:
[▶ WATCH: Sneak Peek – Consolidated Access Workflow Walkthrough]
The walkthrough video offers a step-by-step preview of the practical, day-to-day mechanics you’ll get to experience once the layout goes live. Here is a quick look at the core features you’ll watch in action:
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Frictionless Purchasing: The Purchase Access page will be your one-stop shop where you can now purchase both subscriptions and access tokens. The system dynamically updates subtotals and overall total amounts in real time as quantities are entered.
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Bulk Assignments: The Manage Access workspace allows you to search, filter by group, find users with access, either tokens or subscriptions, or find users with no access, allowing you to target the exact individuals you need.
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Mixed Access Types: You’ll discover how to apply entirely different access windows to different people within the exact same bulk action. You’ll observe a real-world scenario where some users receive a yearly subscription while others are assigned an access token simultaneously.
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Seamless Upgrades and Removals: You’ll see how this exact same workflow can be used to adjust existing users. You’ll witness how easy it will be to move users between different access types or remove their access entirely.
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Clearer Verification Screens: Finally, you’ll look at the new summary and verification layouts. You’ll watch how the system cleanly separates and itemizes exactly who is getting a new subscription, who is getting a token, and whose access is being cancelled so you can verify changes with absolute confidence before anything is officially saved.
I can’t wait to roll this update out to you very soon. Grab a coffee, hit play on the video above, and get a front-row seat to how these changes will simplify your daily administration.