Part Thirteen - Member Groups

13.0 Member Groups

To be able to create different levels of access to your site you can use member groups.

Member groups will allow you to create specific subscription plans that will give the access to certain articles and the members’ forum.

13.1 Define your member groups

The first thing you need to do is click on 'members' in the top gray navigation bar and click on the 'Manage Member Groups' button:

Enter the names of your different member groups in a list, one under the other:

Click save and you will be returned to the member manager.

NOTE: Once you have saved the member groups they will be reordered to be displayed in alphabetical order.

Now you have defined your member groups you will need to:

  • Assign a subscription plan to each group
  • Set which articles can be accessed by each member group.

13.2 Member group subscription plans

Once you have set up your member groups in your member manager you need to create a subscription plan for the groups.

To do this click on the 'Control Panel' and then click on 'Subscription Plans' within this page.

Click on the 'create new subscription plan' button.

The ‘Create a subscription plan’ window will now open.

13.2.1 Subscription Plan Title

Give your payment plan a title, the title you enter here will be displayed to your visitors when they go through the sign up process.

13.2.2 Payment Frequency

The payment frequency fields allow you to set the duration of subscription.

You can choose from monthly, quarterly and annually. You can also choose to multiply these if you wish.

13.2.3 Recurring Payment?

If you set your subscription plan to be recurring this means payment will be taken at regular intervals as set in the payment frequency field above.

If you set a subscription plan to not recur this means at the end of the payment frequency the subscriber will be sent the expiry warning emails as set in the 'auto email' section.

13.2.4 Promotional Code

By assigning a promotional code to a subscription plan this means that the plan will only be visible to the subscribers who enter the code at the beginning of the sign up process.

Promotional codes are generally used in conjunction with a discounted offer. They can also be useful for tracking where your subscribers are being referred from.

13.2.5 Available to . . .

Typically you would set the availability of a subscription plan to be available to 'Everyone'.

This allows all new subscribers to sign up using this subscription plan.

Other options are new members and existing members.

If you set the availability to 'New Members' this means existing members will not be able to renew on this plan.

And if you set the plan to existing members only renewing members will be able to access the payment plan.

13.2.6 Days free

If you wish to offer a certain number of days free, enter the number of days here.

Please note that subscribers will still be asked to enter their card details in the subscription process but the funds will not be taken until the end of the number of free days stated here.

13.2.7 Amount

Enter in these fields here the amount you wish to charge your subscribers. If you are able to select multiple currencies you will need to calculate the exchange rate yourself and enter each amount in the relevant field.

Currencies are set in the 'payment processor' section within your site settings.

13.2.8 Member group plans

If you have set up different member groups as shown in the member management sections you will see the different member groups listed at the bottom of all subscription plans:

To enable subscribers to join a specific member group, check the relevant box.

This means if a subscriber joins a subscription plan assigned to a certain member group they will only have access to the articles assigned to the same member group.

13.2.9 Saving your subscription plan.

Once you are happy with all your changes, click save. You will be notified that your changes have been saved and the subscription plan will now be listed.

13.3 Assign Articles to Member Groups

Once you have set up your member groups and their subscription plans, you need to create the content for them to access.

When you create or edit an article there will now be an additional setting in the 'Editing Article' page:

NOTE: This appears under the 'Allow User Comments' section but is not related to this in anyway.

Check the box next to the member group you wish to access this article.

If you want the article to be accessible to everyone simply leave all boxes unchecked.

Now when a visitor joins your site on one of the subscription plans with a member group assigned they will be able to view the member group articles.


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