Tiered membership automation and resource access
Gated membership system with a phase-based access - allowing members to receive content access based on their role and course completion status.
Overview
Finding My Voice is an online program for school leaders designed to support pupils on their personal growth. The project required a gated membership system that could manage access in phases, ensuring that participants only progressed to new materials once they completed specific stages or courses.`
I designed a structured, automated access flow that delivers content dynamically, based on each member’s role (e.g. school leader, school staff, individual teacher) and course completion status. providing a personalised and guided learning experience.
I designed a structured, automated access flow that delivers content dynamically, based on each member’s role (e.g. school leader, school staff, individual teacher) and course completion status. providing a personalised and guided learning experience.
Challenge
The client needed a tiered access structure where content unlocks progressively as members advance through phases of the program. Access levels had to differ by member role. Manual tracking of progress and content access was time-consuming and prone to errors. The system needed to remain easy to manage for administrators while delivering a seamless experience for users.
Solution
Phase-Based Access System: Implemented a gated membership structure in which new content is released automatically as members complete previous stages.
Role-Sensitive Permissions: Configured access rules based on user roles (participant, facilitator, admin), ensuring each group sees the right content at the right time.
Automated Progress Tracking: Integrated progress-tracking tools that update a member’s access status upon course completion.
Onboarding & Communication Flow: Designed email sequences to welcome new members, notify them when new phases unlock, and encourage continued participation.
Scalable Membership Framework: Built the system on a flexible platform, allowing future courses and roles to be added without re-engineering the setup.
Role-Sensitive Permissions: Configured access rules based on user roles (participant, facilitator, admin), ensuring each group sees the right content at the right time.
Automated Progress Tracking: Integrated progress-tracking tools that update a member’s access status upon course completion.
Onboarding & Communication Flow: Designed email sequences to welcome new members, notify them when new phases unlock, and encourage continued participation.
Scalable Membership Framework: Built the system on a flexible platform, allowing future courses and roles to be added without re-engineering the setup.
Outcome
Members receive a personalised learning journey, accessing content relevant to their role and progress. The client can automatically manage user progression, reducing administrative overhead. The platform offers a structured, phased experience that keeps members engaged and motivated to complete each stage. The system is fully scalable, ready to accommodate new cohorts, courses, or role types as the program expands.
Services used
WordPress
As the core content management and hosting platform.
MemberPress
To manage memberships, gated content, and school-level access permissions.
Zapier / API Webhooks
To connect course completion triggers to membership updates.
Google Workspace
For internal documentation and collaboration.
Email automation workflow
For onboarding and progression notifications.
Services rendered
Automation design & integration
Planned and implemented a gated, phase-based access system.
Roles & permissions configuration
Defined and configured user roles with unique visibility and permissions.
Automation and workflow setup
Linked course completion data to dynamic access unlocking.
UX design
Created guided entry points and communication flows for new members.
Progress tracking integration
Implemented tracking logic to monitor member advancement.
Documentation & training
Conducted user testing and delivered admin documentation for content and role management.
