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Creating an all-access plan

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The instructions on this page should only be applicable on the Licensing Version

This guide will assist you in setting up and managing MemberSync Organizations, including configuring requisite organization, seat, and license types.

Steps to Configure MemberSync All-access Plan​

Step 1: Prepare System License Types​

  1. Prepare LearnDash Courses and Categories

    • Ensure that LearnDash Courses and Categories are set up, as they will be utilized as system license types.

  2. Enable LearnDash Content Sync

    • Navigate to Settings > MemberSync > Settings in the WP Admin.
    • Enable "Sync LearnDash Content as license types" in the "Licensing settings" section.
    • This setting automatically creates License Types based on your LearnDash Courses and Categories.
    • This should ideally be done after installation as part of the set up step

Step 2: Define Seat Types​

  1. Navigate to MemberSync > Seat Types in the WP Admin.
  2. Click "Add New" to create a new seat type. Define a seat type name.
  3. Associate license types with the seat. For each, define:
    • how access is granted: choose between Automatic or Seat Holder. "Automatic" will automatically redeem the license as soon as a user is assigned to a seat. "Seat Holder" allows the license to be redeemed on the seat holder by a manager.
    • Courses can be grouped into course categories for easier configuration.
    • Set the total quantity available and expiration details for the access.

Step 3: Configure Organization Types​

  1. Navigate to Organization Type

    • Go to MemberSync > Organization Type.
    • Click "Add New" to create a new organization type.

  2. General Tab

    • Select a Seat Type that will be used in association with this organization.

  3. Access Tab

    • Define discount rules based on the number seats an organization purchases. Optionally define plan tiers that include explicit numbers of seats.

  4. Seat Benefits Tab

    • Assign permissions for various user roles within the organization context.
    • Define singular or plural terms for user roles and set limits on how many users can occupy these roles. Set to -1 for no limit.

Step 4: Set Up a Seat Product​

  1. Enter the Product Title and Product Details.
  2. Choose a Product Type. Currently supported types are:
    • Simple Product
    • Simple Subscription
    • Variation (partially supported)
  3. Enable MemberSync Organization
  • Turn this on to allow the product to create organizations when purchased.
  • Ensure prices, taxes, and renewal settings are configured.
  • When enabled, a new tab with MemberSync-specific options will appear.
  1. Configure Organization Product Settings
  • Organization Type: Select the type that defines how the organization behaves.
  • Enable "Allow Users to Create Organizations" to let existing users create new organizations during checkout with the product.
  • By default, guest purchasers can name their organization. Enable "Generate organization name" to instead use the billing company (optional) or the purchaser's first and last name by default
  • Pricing Options
    • Base Seat Price ($): Set the starting price for the product. This price may change with discounts defined on organization type setup.
    • Minimum Order Size: Set the smallest number of seats users can purchase.
    • Seat Increment: Define the minimum number of additional seats purchasable.
Price Calculation
  • The total price is calculated as Minimum Order Size * Seat Increment * Base Seat Price.
  • Discounts may apply based on Organization Type.

Step 5: Create and Manage Organizations​

  • Manual Creation: You can create organizations manually through MemberSync > Organization.
  • Automatic Creation: Organizations can also be created by purchasing a product configured to allow Organization creation.

All organizations can be managed via:

  • Frontend Organization Dashboard
  • Backend through Membersync > Organization > View Organization