Lead Generation Accounts
Updated over a week ago

When a user signs in, the system checks to see if they belong to your team. If they do not have an account, one will be created for them and kept in a limited-access state until an administrator grants full activation. Members can only see their account information, sign up for classes, or register with their team when signed in with limited access.

When a new user is created under this limited access state, they are assigned the status of Lead Generation, which is used to track who is visiting your site and who needs their account activated.

To view Lead Generation Accounts:

  1. From the left navigation menu, click Org Tools > Accounts.

  2. Click Customize Filters.

  3. Scroll down to Account Status and select Lead Generation > Apply.

To give a Limited Access account full access:

  1. From the left navigation menu, click Org Tools > Accounts.

  2. Click Customize Filters.

  3. Scroll down to Account Status and select Lead Generation > Apply.

  4. Find and click the account you wish to grant access to.

  5. Click the Account Status field and select Active.

  6. Click Save.

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