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How to Grant and Manage Community Access

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Giving members access to your community is an essential step in fostering engagement. Whether you’re granting access to the entire community, specific groups, or individual topics, ClickFunnels provides several options to manage permissions efficiently. This article also covers how to manage memberships, including revoking or banning access.

grant access to your community

Requirements

Section titled “Requirements”

Granting Access Through the Members Section

Section titled “Granting Access Through the Members Section”

  1. Navigate to Community and select Members.

  2. Click New Membership at the top right.

  3. Select an existing contact or create a new contact if it isn’t already in your system. The contact must have an email address to be added to the community.Contact search with Create a new Contact

  4. Under Group & Topic Access, choose the Groups or Topics the contact should have access to.

  5. Under Moderation, toggle the Community Moderator option if you want to grant moderator permissions.

  6. Click Create Membership to save.

Granting Access Through Product Purchase

Section titled “Granting Access Through Product Purchase”

You can give members access to your community by linking it to a product purchase. This method allows you to automatically grant community, group, or topic access when someone buys a product.

  1. From the Products section, select All Products in the left menu.

  2. Click the product you want to link with community access.

  3. Click the Access tab.

  4. Click Add access and select Community.

  5. Check the boxes next to the Groups and Topics you want the product to grant access to.

  6. Click Save Access to apply your changes.

To grant community access with only one variant of a product, add it from that variant’s Additional access section instead. Learn more in How to Manage Product Access.

Granting Access via Workflows

Section titled “Granting Access via Workflows”

You can also automatically grant community access to contacts using the Grant community access step in ClickFunnels workflows. This method streamlines access management without manually adjusting permissions for each contact.

  1. From the dashboard, navigate to Automations app and select Workflows.

  2. Open an existing workflow or create a new one.

  3. Click the plus (+) icon in the workflow editor to add a new step.

  4. In the right-hand panel, select Grant community access under the Internal category.

  5. A dialog box will appear. Select the specific Community Groups, or Topics you want to grant access to.
    Granting Access via Workflows

  6. After making your selections, click Create Step to save the workflow action.

Once the workflow is set, it will automatically grant access to the community based on the triggers you define. For detailed guidance on setting up workflows, refer to the Workflows “Grant Community Access” Step article.

Granting Access via the Community Manager Role

Section titled “Granting Access via the Community Manager Role”

The Community Manager role allows a collaborator to manage community-related tasks, including overseeing posts, Topics, and Groups within your ClickFunnels workspace. Here’s how to assign this role to a collaborator:

  1. From the dashboard, scroll down to Workspace Settings in the left menu.

  2. Click Collaborators from the menu.

  3. Select Add New Collaborator at the top right of the Collaborators page.

  4. Provide the collaborator’s details or click Add new to invite someone.

  5. Under Roles, select Community Manager.

  6. Click Create Collaborator to assign the role.
    Community Manager role on the New Collaborator form

Managing Community Members

Section titled “Managing Community Members”

Once a member is added, you can manage their access, moderation rights, or even ban them from the community. To view a list of community members, navigate to the Community app and select Members.

The Members page has two tabs: All lists every member, and Banned lists banned contacts. Use the search and filters on each tab to narrow the list, for example by Email Address, Group Membership, Topic Membership, Moderator, or Joined Date on the All tab, and by Banned By, Banned Date, or Banned Reason on the Banned tab.

Managing Members in Bulk

Section titled “Managing Members in Bulk”

Select one or more members with the checkboxes in the All tab (or Select all), then open the Bulk actions menu and choose an action:

  • Add Group/Topic Membership: Select the Groups and Topics to add the selected members to, then click Add. Members who already have access are skipped.

  • Remove Group/Topic Membership: Select the Groups and Topics to remove the selected members from, then click Remove. Members without access are skipped.

  • Ban Members: Enter an optional Reason and click Ban. Banned members can’t access or interact with any part of the community that is not publicly accessible. You can unban them later from the Banned tab, which restores the access they had before.

  • Export: Choose the fields to include and click Export to create a CSV file of the selected members.

In the Banned tab, the Bulk actions menu offers Unban Members (restores any access the contacts previously had; type UNBAN and click Proceed to confirm) and Export.

Click Export History at the top of the Members page (or the Banned tab) to see exports that are in progress and completed, and to download each CSV file with Download.

Viewing a Contact’s Profile

Section titled “Viewing a Contact’s Profile”
  • Click the profile icon next to a contact’s name in the Members section to access their contact profile. For more details, refer to the Contacts Profile Overview. View Contact Profile icon in the Members list

Editing Memberships

Section titled “Editing Memberships”

  1. From the Community > Members section, click the gear (⚙) icon next to the contact.

  2. Modify their Groups or Topics, or toggle the Community Moderator setting.

  3. Click Update Membership to save changes.

Revoking Access

Section titled “Revoking Access”

  1. Open the contact’s membership.

  2. Click Revoke All Access.

  3. Type REVOKE in the confirmation prompt and click Proceed.

Banning Members

Section titled “Banning Members”

Banning removes all access and prevents a contact from rejoining, even in public communities.

  1. From the contact’s membership, click Ban from Community.

  2. Provide a reason (optional) and click Ban.

  3. Confirm the ban by typing CONFIRM and clicking Proceed.

Viewing and Editing Ban Details

Section titled “Viewing and Editing Ban Details”

  1. Navigate to Community > Members and switch to the Banned tab.

  2. Click the contact’s name to open the Ban details directly, or click the profile icon next to the banned contact. Banned tab with the View Contact Profile icon

  3. In the contact profile, go to the Activity tab and select View Ban Details.

  4. The Ban Details screen will show:

    • The Reason for the ban (if provided).

    • Information about who banned the contact and when.

    • A list of Groups and Topics the contact had access to before the ban.

  5. To update ban details:

    • Click Edit Ban at the top-right corner.

    • Update the Reason or other ban details as needed.

    • Click Update Ban to save changes.

Unbanning Members

Section titled “Unbanning Members”

  1. Go to the Banned tab in the Members section.

  2. Find the banned contact and click the Unban icon. Unban icon on the Banned tab

  3. Confirm the unban by typing UNBAN and clicking Proceed.