I run a health-related support/educational site. I would like to have new members be forced through a brief introductory process, such as a course, but once completed, a broad range of other resources would be available to them.

Is there a way to do that without custom coding, etc?

Thanks in advance. -

It can be done without any custom coding.

All you need to do is use Group Promotions.

Rename your "Members" group to "Onboarding". When members sign up, they are put into the onboarding group with very little permission.

You can use a Pages page as the default page for the Onboarding group which states they need to do a course to complete their onboarding.

Then, create a new group called "Members with all the permissions relevant for them.

Use Group promotions to move members from Onboarding to Members once they complete the course.

That's it! It'll then move members when the course is completed while restricting access to the full content of your community.

2 Questions:

1. One problem I am having is my default home page for the existing site, but I would like to have new subscribers (Onboarding Group) to land on a page designed for them exclusively. Is ther a way to have the Onboarding group be sent to a page by the subscription app? At present, the subscription app sends them only to the default, which is a forum.

2. Once they finish the onboarding course, can they automatically be moved from the Pnboarding Group to a new group with a new level of access automatically, or does this need to be done manually?

Thank you again.

On 5/26/2026 at 1:54 AM, Matt said:

It can be done without any custom coding.

All you need to do is use Group Promotions.

Rename your "Members" group to "Onboarding". When members sign up, they are put into the onboarding group with very little permission.

You can use a Pages page as the default page for the Onboarding group which states they need to do a course to complete their onboarding.

Then, create a new group called "Members with all the permissions relevant for them.

Use Group promotions to move members from Onboarding to Members once they complete the course.

That's it! It'll then move members when the course is completed while restricting access to the full content of your community.

2 Questions:

1. One problem I am having is my default home page for the existing site, but I would like to have new subscribers (Onboarding Group) to land on a page designed for them exclusively. Is ther a way to have the Onboarding group be sent to a page by the subscription app? At present, the subscription app sends them only to the default, which is a forum.

2. Once they finish the onboarding course, can they automatically be moved from the Pnboarding Group to a new group with a new level of access automatically, or does this need to be done manually?

Thank you again.