Access Groups

Segment your audience to streamline content delivery and access control

Overview

The Access Groups tab lets you see which content is assigned to each group, view the members in those groups, and adjust their engagement permissions.

Why it matters

  • Limit content access: you can put limits on what users get access to for specific content.

  • Control engagement by group: you can limit how much users engage based on their access group.

  • Create exclusive groups: you can create insider groups and a group just for you and your collaborators.


The Access Groups Explained

πŸ‘€ Just Me
  • The access group for you and your collaborators.

  • This group automatically has unlimited access.

  • To add someone to the 'Just Me' access group they will also have collaborator access to your Delphi.

πŸ”’ Insiders
  • The access group for your invite-only members.

  • To get started with this group, click the 'create Insiders Access Group.'

  • After a user is invited to your Delphi you can then assign them to the Insiders Access Group.

  • You can also invite groups of users to your Delphi via CSV and then assign them to the Insiders Access Group.

  • Note: any content available in the Public (including Anonymous) group is automatically available in the Insiders Access Group.

🌐 Public
  • The access group for members with accounts i.e. they are logged in with an e-mail address.

  • This is the group users will move into when they reach the limits of the Anonymous access group.

  • This group can be used to lead capture by collecting a user's e-mails addresss.

🌐 Anonymous
  • The access group for members without accounts i.e. they are not logged in and are interacting with the Delphi anonymously.

  • You can edit usage allowance to disable this group to disable messages and voice minutes if you want to prohibit anonymous usage.

  • When a user has reached their limit of usage in the Anonymous group they can log in with their email address and access the Public group.

❓ FAQs / Troubleshooting

How to allocate content uploaded in the mind to Access Groups?

You can allocate specific content uploaded in the mind by navigating to the Mind tab, select the file or multiple files you would like to allocate to a specific Access Group, click 'edit' at the bottom of the screen, select 'edit Access Group' and pick the applicable choice and 'Save Changes' to complete.

How to allocate a limited number of messages/calls to each Access Group?

Click the ellipsis (...) beside each Access Group and select 'Edit Usage Allowance.' it is not possible to limit the Just Me Access Group, it is always unlimited.

Can I create more Access Groups?

No - it is not possible to create more Access Groups, the only Access Groups are the four outlined; Anonymous, Public, Insiders and Just Me.

How do I assign a user to the Insider Access Group?

You must invite someone to your Delphi before you assign them to the Insider Access Group. Navigate to the Audience tab and select the user or users you would like to assign to the Insider Access Group, select the Edit Access Group button, at the bottom of the page and confirm by selecting 'save changes.'

Can I put allocate separate content to the Anonymous and Public Access Groups?

No - these two groups will have the same content allocated to them. Anything in the Public Access Group will be accessible in the Anonymous Access Group.

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