Granting access to secure website content

Organizations can grant or restrict access to content available in iMIS based on a group membership, for example, downloadable and online products. Staff users can do the following:

• Define content, then restrict access to that content to a particular group.
• Define a product, and assign purchasers of that product to the group which controls access to certain content.

Do the following to create products that offer group-based access to post-purchase information and content:

1. Add a new product, or edit an existing product (see Adding products for more information):
   1. In the Staff site, go to Commerce > Add product.
   2. Fill out the required information, and any additional applicable information, for your product.
   3. Click Assign purchaser to group. New group definition options are displayed.
   4. Specify a new Group to which you can assign purchasers, or select an existing Group from the drop-down. Click the Save icon. The group will be created, regardless of whether you complete the process of creating the product.

   Note: You can create more than one group through this interface, but you can assign only one group to this product. Each group will have a role of Member and a type of Purchased Products.
   You can also associate multiple products to the same group once the group is created.

   5. Enter the Term span in months. This is the term for which the purchaser can remain a member of the group.
   6. Fill out the Post-purchase information. This is information available to the purchaser. Whatever is entered in this field (for example, instructions, a link, or a simple message) is available as soon as the product is purchased.

   Note: If you want to provide a link to content, you must have the content created before you finalize the Post-purchase information. You can create the content before you create the product, or vice-versa.

2. Create the content you want to provide to purchasers.
3. Configure group access to the content. Go to the Access settings tab:
   1. Select Make this available to.
   2. Deselect Everyone under Specific Roles.
   3. Click Add group under Specific Groups. If you created a new group when you created the product, search for that group.
   4. Click OK.
   5. Select Read permission only for this group.
4. Click Save & Publish. Now, everyone who purchases any product associated with this group will become members of the group and have access to content restricted to members of this group. For example, members might be able to see certain restricted Members-only pages on your site.

Another use of this feature is to provide downloadable content for purchase. To define a downloadable product, do the following:

1. Add a new product, or edit an existing product.
2. Create a downloadable product:
   1. (optional) Add a Content HTML content item. You can describe the product, provide information about the product, and so forth.

   Note: Shipping and handling charges will occur for downloadable products unless shipping minimum values are set to 0, or the shipping method calculation is set to ship by weight.

   2. Add a Content File content item (Content Gallery > Content > Content File).
      1. Enter a Name. This is displayed as the name of the content that can be downloaded.
      2. Click upload to select the file you want to upload and offer as downloadable content. Browse to find the file you want to offer, then click Upload. You can upload a new file to replace a previous file, or you can delete the file you have uploaded.
      3. Click OK.
3. Configure group access to the content. Go to the Access settings tab:
   1. Select Make this available to.
   2. Deselect Everyone under Specific Roles.
   3. Click Add group under Specific Groups. If you created a new group when you created the product, search for that group.

   Note: The group Type must be Purchased Products.

   4. Click OK.
   5. Select Read permission only for this group.
4. Click Save & Publish.
5. Open the content record once it is published, and click Generate Full URL. Make a note of this URL; you will use this to help define your product and post-purchase information.
6. Edit your Post-purchase Information.

Note: You must enter the generated full URL. You can add HTML tagging to make this a live link for a purchaser, for example:
Congratulations! You have purchased the Sample Guide to Examples! You can download your copy by clicking <a href="http://yourwebsite.com/contentpath/contentname.aspx"> here </a> at any time.
where yourwebsite.com is the actual name of your website, and contentpath/contentname is the path and name of the content item containing the purchased content.
You can also use the [website] variable in place of your actual website name if your customers can purchase content from multiple websites, for example, Member, Member Mobile, or Donor. This link takes the customer back to the website from which they made their purchase. For example:
Congratulations! You have purchased the Sample Guide to Examples! You can download your copy by clicking <a href=[website]contentpath/contentname.aspx"> here </a> at any time.

7. Finish defining your product and click Save.

The information you added in the Post-purchase Information field, including a link to the purchased content, is delivered to the purchaser:

• In an on-screen order confirmation upon successful order submission.
• In an order confirmation email.