How to Grant Community Group Access from a Contact

What this does

You can assign Community Groups, Course Offers, and reset passwords for a contact directly from the Contacts page in the Client Portal. No more bouncing between sections to onboard or recover an account.

What you get

Assign offers without leaving Contacts

Pick courses or community groups from the contact record and assign them in one move — useful for promotions, course enrollments, and direct onboarding.

Group management in one spot

Add the contact to relevant Community Groups from the same panel. Cleaner segmentation for targeted campaigns or group-specific notifications.

Password management for users

Admins can either:

• Set a new password for the contact directly.
• Send a password reset link by email.

Step by step

1. Open Contacts in the Client Portal and pick the contact you want to manage.
2. Find the right section:
   • If Courses is enabled for the location, the Courses section shows up.
   • If Client Portal is enabled, the Client Portal section shows up, including Community Groups.
3. Assign offers — Pick the courses or community groups to assign and confirm.
4. Manage groups — Add the contact to one or more Community Groups for campaigns or notifications.
5. Manage passwords — Set a new password directly, or send a reset link.

Notes

• If Courses is enabled at the location, the Courses section replaces the Client Portal section on Contacts.
• If Client Portal is enabled, the Contacts page shows the Client Portal section with Community Groups.
• Group access granted via Contacts bypasses any join questions or group payment requirements. Members get direct access.