Who This Is For / When to Use
Use this when you need to:
Grant Membership access without charging a contact
Migrate members from another platform
Give complimentary or admin-approved access
Ensure login credentials are sent correctly using workflows
Important Behavior to Understand (Read First)
Manually granting an Offer does not always send login credentials
If a contact already has Membership access, Kyrios treats them as an existing member
Login credentials are only guaranteed when using the Membership New Signup trigger
Best practice is to use Workflows, not manual Offer assignment alone
Recommended Method: Grant Access Using Workflows
This method ensures:
Access is granted reliably
Login credentials are sent correctly
New and existing members are handled properly
Step 1: Prepare a Membership Product
Create or duplicate a Membership Product.
To duplicate:
Go to Memberships > Courses
Open the product menu
Select Clone
Step 2: Create or Update an Offer
Create or Edit an Offer
Go to Memberships > Courses > Offers
Click + Create Offer or the Edit (pencil) icon
Attach the Membership Product
In the Offer editor:
Use Add Products
Select the Membership Product
(Optional) Get the Checkout Link
If needed for testing or tracking:
Open the Offer
Click Get Link
Step 3: Disable Default Membership Emails (Recommended)
To avoid missing or blank credentials:
Go to Memberships > Courses > Settings
Open Email Settings
Turn Send Welcome Email OFF
This ensures workflows control all credential emails.
Step 4: Create a Tag for Manual Access
Create a tag to identify contacts who should receive free or manual access.
Example tag:
Offer – Free Membership Access
Step 5: Workflow 1 Grant Membership Access
This workflow grants the Offer.
Trigger
Contact Tag
Filter: Tag Added = your access tag
Action
Course Grant Offer
Select the correct Offer
Save and Publish
Enable Publish and save the workflow.
Step 6: Workflow 2 Send Login Credentials (New Members)
This workflow handles credentials.
Trigger
Membership New Signup
Filter by the same Offer
Action
Send Email
Use a template or workflow email builder
Insert Membership custom values:
Email
Login URL (Magic Link)
Publish the Workflow
This workflow must be Published to send credentials.
Step 7: Grant Access to Contacts
To grant access:
Add the access tag to one or more contacts
You can do this:
From the contact record
During list import
Via bulk actions
Optional: Manual Password Assistance
If a contact already had Membership access and did not receive credentials:
Open the contact
Use Send Reset Link or Change Password
Key Concepts Explained
Membership New Signup vs Offer Access Granted
Membership New Signup
Triggered the first time access is granted → credentials availableOffer Access Granted
Triggered when access is added later → no credentials
Use Membership New Signup when credentials are required.
Common Issues and Fixes
Member Did Not Receive Login Details
Cause: Contact already had Membership access
Fix: Send Magic Link or use password reset
Blank Credentials in Email
Cause: Workflow trigger was not New Signup
Fix: Use Membership New Signup trigger
Duplicate Emails Sent
Cause: Default Membership email still enabled
Fix: Disable Send Welcome Email
FAQs
Can I grant access to multiple members at once?
Yes. Add the access tag to multiple contacts or during import.
Can I manually add an Offer from the contact record?
Yes, but it is not recommended if you rely on workflows for credentials.
What is the safest setup?
Two workflows:
Contact Tag → Grant Offer
Membership New Signup → Send Credentials