Skip to main content

Grant Access to a collection via CRM

How to grant contacts access to a paid or restricted collection directly from the CRM.

Written by David Aslanyan

You can grant access to a paid collection or one with the Only people I choose privacy option directly from the CRM.

  1. Go to the CRM section from the left sidebar.

  2. Select the contacts you want to share with, then click Access Granting.

    💡 Check the first box to select all contacts.

    Note: Selected contacts have a blue background.

  3. From the dropdown, select the publication you want to share.

  4. To grant access to additional contacts, enter their emails or select a contact list from the dropdown.

  5. Click Grant Access and confirm with Yes.

    Note: Readers receive an email notification by default. Uncheck the notification box if you don't want emails sent.

Did this answer your question?