Give a member free access

A comp membership. Nobody is charged, no card is involved, and it does not renew or expire unless you give it an end date.

You'll need

The member's email address. If they are not in FMS yet, add them first.

1. Open the member's page and scroll to Grant a subscription.

   

   

   Click anywhere, or press Esc, to close.

2. Open Plan and choose what they should get.

   

   

   Click anywhere, or press Esc, to close.

3. Open How they pay and choose Free — internal / comp. This is what makes it free.

   

   

   Click anywhere, or press Esc, to close.

4. Optionally set Starts on (1) to backdate the record and Access ends on (2) to time-box it. Write a Note (3) saying why. Press Grant access (4).

   

   

   Click anywhere, or press Esc, to close.

Check it worked

• A new row appears under Subscriptions with the source comp
• Your note appears in the notes log at the bottom of the page
• The member can open a members-only article on the website

The two date fields

Starts on only changes the "member since" date on the record. Access begins immediately either way. Use it when you are entering something that really happened last month.

Access ends on is the useful one for partner lists and trials. When the date passes the membership drops to free Community automatically. Nobody has to remember to switch it off.

If it did not work

The member can sign in but still cannot read. Their website session may be holding an old answer for a few minutes. Ask them to sign out and back in. If it persists, check Health.