Access Codes

How to Create an Access Code in CoachIQ

Introduction

Access codes in CoachIQ provide a flexible way to manage access to various parts of your athlete portal, especially when collecting payments through alternative methods. This guide outlines the process of creating an access code that can be given to clients, athletes, or parents, allowing them entry to selected features or content within your portal.

Step-by-Step Guide to Creating an Access Code

1. Navigate to Payments Section:

   • Log into your CoachIQ dashboard and go to the Payments section. This area handles all monetary transactions and access permissions.

2. Initiate Access Code Creation:

   • Click on the Create button to start the process of setting up a new access code.

3. Select Access Code Option:

   • Choose the Access Code option from the list of available features to create a code specifically for access purposes.

Setting Up the Access Code

1. Title the Access Code:

   • Assign a clear and relevant title to the access code, such as "Testing Access Code", to easily identify its purpose.

2. Add a Description:

   • Provide a detailed description of what the access code allows, helping to clarify its use case for the user.

3. Include Features:

   • Specify any particular features or areas within the athlete portal that this code will grant access to. This could be exclusive content, special programs, or premium sections.

4. Set the Access Code:

   • Create the actual code, like "access", that users will enter to unlock the corresponding features. Ensure the code is straightforward yet secure.

5. Configure Confirmation Page Settings:

   • Adjust settings related to the confirmation page that users see after entering the access code. This might include success messages or additional instructions.

6. Finalize and Create:

   • Once all settings are specified, click the Create button to officially generate the access code.

Best Practices for Using Access Codes

• Clear Instructions: Provide clear instructions on how to use the access code, including where to enter it and what it unlocks.

• Monitor Usage: Keep track of how often and by whom the access codes are used to ensure they are not abused.

• Regular Updates: Periodically review and update the access settings and codes to maintain security and relevance.

Conclusion

Creating an access code in CoachIQ is a straightforward process that enhances the flexibility and security of accessing your athlete portal. By following these steps, you can ensure that only the intended recipients gain access to your specialized content or services, optimizing both user experience and administrative control.