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Courses and Digital Learning

  • Courses Overview
  • Create a Course
  • Add Modules and Lessons
  • Set Course Access Rules
  • Student Course Experience
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  • Create and Publish an Event
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Products and SellingNext: Team and Collaboration
Documentation/Courses and Digital Learning

Set Course Access Rules

Control enrollment with free access, purchase-required Digital Products Portal Access SKUs, or invite-only Portal Manager grants—set windows and caps before publish so buyers and invited students hit the right gate at checkout or /verify.

Access rules decide who can open lessons—public buyers, invited students, or free enrollees. Set these before you publish so the right people get in and everyone else sees purchase or request-access messaging.

Paid storefront enrollment uses a Digital Products SKU with the Course template and Portal Access delivery—not a zip-only direct download. See Digital product templates and delivery. Invite-only courses use Portal Manager invitations without checkout.

Prerequisites

Course settings → Access / Enrollment

Paid path: Dashboard → Products → Digital Products → Course template → Portal Access

Invite path: Dashboard → Portal Manager → Invitations

What you're looking at

Access settings: access type (free, purchase required, invite only), enrollment window, seat cap if your plan supports cohorts.

Product link: a Digital Products row using Portal Access, courses widget, and your course bound in product settings.

Invitation flow: Invite Client with course Access Type for named students (parallel to paid path).

Implementation steps

  1. Open course settings and select the Access or Enrollment section.
  2. Choose an access type: free enrollment, paid product, or invite only.
  3. If paid, create or select a Course template SKU with Portal Access (see Digital product templates and delivery) and link it to this course.
  4. If invite only, plan invitations from Portal Manager → Invite Client with the correct Access Type.
  5. Set enrollment start/end dates or a seat limit when your plan offers cohort controls.
  6. Keep the course in draft until curriculum is ready, then save access rules.
  7. Enroll a non-admin test account (purchase, invite, or free path) and confirm lesson access.

What you'll see

Only intended students can open lessons. Unauthorized visitors see purchase prompts, sign-in requirements, or request-access messaging—not blank lesson content.

Verifying your setup

  • Access type is configured and saved.
  • Product or invitation path is tested end to end.
  • A test account without permission cannot open protected lessons.