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Manage who has access

Updated

See who has access to your content (0:20)

Each protected content has a Customer Access page that lists everyone who can open it. From there you can see how they use it and send them their link again. You can also sign out their devices, and revoke or restore access. Buyers also have their own ways to find their content again.

Go to Protected Content, open the menu next to Edit on the content and click Customer Access. On the content’s edit page, it is the Customer Access tab at the top.

The menu next to Edit on a content with Customer Access highlighted

The page shows Access Overview (Total Access, Active, Total Views and Active Devices) and a row for each buyer.

The Customer Access page with the access overview and two buyers

Each row shows:

Column Shows
Customer Name and email
Phone Their phone number
Order No. The order that gave access
Access Start, Access End Their access period. Lifetime shows when it has no end.
Status Active or Expired
Views, Downloads How often they opened the content and downloaded files
Active Devices Devices used in the last 24 hours

Use Search to find a buyer by name, email, phone or order number. The list refreshes every 10 seconds.

Open the menu at the end of the buyer’s row:

The row menu with Access URL, Sessions and Resend Email

Action What it does
Access URL Shows their personal access link to copy and send. The buyer must still confirm a one-time code.
Sessions Lists the devices signed in to this access
Resend Email Sends the access email again. You can change the address in Send to Email first.
Logout All Devices Signs out every device, so they must confirm a new code. It appears when they have active devices.

The Access URL window for a buyer with the link and a Copy button

Actions at the top of the page works on every buyer at once:

The Actions menu with Grant Buyer Access, Sync Access Dates, Restore All Access, Resend Email To All and Revoke All Access

Action What it does
Grant Buyer Access Gives access to everyone who already paid for the linked items or tickets. See Give buyers access.
Sync Access Dates Recalculates everyone’s dates after you change the access settings
Restore All Access Brings back revoked and expired access. Access with an end date in the past stays expired.
Resend Email To All Sends the access email to every buyer with active access
Revoke All Access Removes access for every buyer at once. Revoked buyers disappear from the list until you restore them.

Buyers do not need to keep the email. They can reach their content in four ways:

  • The receipt page. It keeps a button for each content with Show on Receipt turned on.

    A receipt on a phone with the Your Content is Ready! window

  • The access email, Your Protected Content is Now Available, with a button for each content.

  • The Access Link page. Click Access Link in Access Overview to get one link for the content. You can share it anywhere, for example in your WhatsApp channel.

    The Access Overview with the Access Link button highlighted

    The Access Finder URL window with the link to share and a Copy button

    On that page, the buyer types the email or phone number that they paid with and taps Search. The page lists their access, with Access Content to open it.

    The Find Your Access page on a phone showing one active access found for an email address

  • The Customer Portal. Under Content, buyers see all the content that they got from you and tap Open. The portal opens the content with a short-lived link. It does not ask for another code, because the buyer already signed in to the portal with one. The portal shows only live payments. See Your Customer Portal.

On the first visit from a new browser, BCL asks the buyer for a one-time code. This applies to each way in, except the Customer Portal.

These tips solve most access questions:

  • Share the Access Link, not buyers’ own links. One Access Link works for everyone. It shows each person only their own access.
  • Give and revoke access on a schedule. An automation can give access to content days after payment, or revoke it when a trial ends. See Unlock and revoke content with an automation.
  • Check Views before you resend. A buyer with views already opened the content. Sometimes they need help with the one-time code, not a new email.

Common issues

My customer lost the email with their access link. How do they get back in?

Open the content's Customer Access page and open the menu on their row. Click Resend Email, or click Access URL and send them the link. They can also find it on the Access Link page with their email or phone. Or they can open it from the Customer Portal.

My customer says the device limit is full, but they only use one phone.

A different browser counts as another device. On Customer Access, open the menu on their row and click Logout All Devices, then ask them to open the link again.

How do I remove someone's access, for example after a refund?

BCL has Revoke All Access under Actions on the Customer Access page. It removes access for every buyer of that content. You can undo it with Restore All Access.

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