Add report buyers to member group for access
Add report buyers to member group for access
Your completed report orders can skip membership enrollment, leaving buyers without access and creating manual onboarding work. Buyers gain group access and onboarding materials same day.
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Overview
When completed report purchases aren't enrolled, onboarding stalls and coordinators do manual work to grant access. This flow auto-enrolls qualifying buyers into the member group and verifies email, so coordinators can deliver onboarding materials same day.