Lead Generation Accounts
Elizabeth avatar
Written by Elizabeth
Updated over a week ago

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

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 or Team 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 or Team 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.

Did this answer your question?