Why Packages Are Essential
An end-user must have a package assigned to their profile to access and use the system. Packages are critical because they define precisely which features, content, and capabilities the user is entitled to access (e.g., Meal Plans, News Feed, specific content libraries).
If no package is assigned, the system cannot determine the user's access level, resulting in their account being locked. They will typically receive a notification indicating this. If a user reports being unable to access the system or seeing a "locked account" message, checking their package assignment should always be your first troubleshooting step.
How to Assign or Update a User's Package:
Follow these steps to assign a package to a new user or update the package for an existing user:
Navigate to User Profile: Go to your main
User List. Find the specific user you need to manage and click on their profile icon or name to open their profile details.Access Package Information: In the user's profile menu (usually on the left), select
Package Assignment(or similarly named section like "Package Information").Check Current Status:
An active user with a package will typically show the details of their current plan, potentially including payment and invoice information.
A user without a package (or whose package has expired) will likely show "No active plan" (or similar) and present an option like
Update Assigned Package.
Initiate Assignment/Update: Click the
Update Assigned Packagebutton. (Note: This button might be used both for assigning the first package and for changing an existing one).Select the Package: From the dropdown list, choose the specific package you want to assign to this user. This list contains the packages currently active within your system setup.
Save Changes: Click the
Save Changesbutton to apply the selected package to the user's profile.
Activation and Payment Considerations:
The way the package activates for the user depends on its payment type:
Externally Paid / Free Packages: If the assigned package does not require payment through the app (e.g., it's free or paid via an external method), it will typically become active automatically shortly after you save the changes. The user should gain access on their next login or refresh.
Packages Requiring In-App Payment: If the assigned package requires the user to pay within the app:
The package is linked to their account upon saving.
However, the user must complete the payment process before the package becomes fully active.
Typically, when they next log in (often specifically to the web app), they will be guided through a payment flow to enter their card details and pay.
Their account access will remain restricted or locked until this payment is successfully processed.
Troubleshooting Locked Accounts:
Remember, if a user reports a locked account:
Go to their profile.
Check the
Package Assignmentsection.Verify that a package is assigned.
Confirm if the assigned package requires an in-app payment that may still be pending completion by the user.