Switching between products

With this feature, Access/Access Pro users can switch between Access and Access Pro product mode.

Changing roles to control access to the feature

Customers, who have a User Management role (top right corner user logo - Products > Account), can assign and un-assign roles to a specific user. To enable the feature to switch between products, both roles Access and Access Pro should be added to the user.

Implications on Projects, Drafts and Templates

Access PRO mode

The following applies to Access Pro mode for users with both Access and Access Pro roles.

• Projects

  • Created either in Access or Access Pro will be listed in project list when a user is in Access Pro mode

  • An Access project can be opened and project details can be edited, but new Target groups can not be added

  • Creating a new project will always create an Access Pro project

• Drafts

  • Created either in Access or Access Pro will be listed and can be used to create a new project

  • Creating a project from an Access draft will create an Access Pro project

  • Saving an Access draft requires a new name. The draft will be saved as an Access Pro draft

  • Updating the existing Access draft and keeping the Access-mode for the draft is not supported

• Target group templates

  • Created either in Access or Access Pro will be listed and can be used to create a new project or be added to a project

  • Saving a Target Group as a template will save an Access Pro template

  • Editing an Access TG template is not supported

Access mode

• Projects

  • Only projects created in Access will be listed and found when searching

  • Creating a new project will always create an Access project

• Drafts

  • Only drafts created in Access will be listed

  • Saving a draft will save it as an Access draft

• Target group templates

  • Only TG templates created in Access will be listed

  • Saving a Target Group as a template will save an Access template