Public
Articles, videos, book pages, campaigns, link hub, shop gateway, and creative gateway can be visible without account state.
Member Access
A guided account area for resources and coaching clients.
Member access is designed to organize workbook resources, teaching libraries, private coaching prep, files, invoices, and follow-up in the right place. Visitors can start with public resources now and use account access when it applies.
Account context
Account access should support the coaching relationship, not distract from it.
The account page keeps member access tied to the client experience before showing resources, access lanes, and support expectations.
Account journey
Move from public resources into protected client work only when it helps.
The account page follows a simple access model: public discovery first, member resources second, private coaching records last.
Access rules
Each privacy lane has its own use case.
These lanes prevent public content, free starter resources, member materials, coaching records, and team work from sharing one vague account bucket.
Free
Workbook delivery, selected teachings, and starter resources can be tied to consent and email without paid membership.
Member
Paid or gated resources should require authenticated member profile and subscription checks before access.
Coaching
Client prep, deliverables, comments, files, invoices, and project history require coaching-specific memberships.
Private
Internal notes, team controls, unpublished content, proof reviews, and support triage should stay team-only.
Admin
Publishing, user management, support review, and safety checks require role-gated admin access.
Sign-in support
Access issues should be helpful and private.
Member access should handle password help, duplicate signup, expired links, private files, and team-only areas without exposing account status.
Wrong password
After repeated failures, show a neutral message, slow down attempts, and avoid confirming whether the email exists.
Password help
Password help should feel useful without revealing whether an account or private membership exists.
Duplicate signup
An existing email should not reveal private membership, subscription, or coaching-client status.
Expired link
Verification and recovery links should fail gracefully after expiry or repeated use.
Unauthorized file
A member who is not assigned to a coaching project should not download its files or see private file paths.
Team-only page
Publishing, user management, internal notes, and support review should stay closed to regular members.
Member dashboard
A dashboard shape for members, coaching clients, and team support.
The tabs below show how an account can organize resources without mixing public materials, member content, and private coaching details.
Overview
Account summary
A member account should organize resources, next steps, and private coaching materials without asking every visitor to sign in.
Access stateInvitation-based
Default tierFree Starter
Primary next stepUse the workbook, then choose the right path
Resources
Saved resources
Workbook access, selected teachings, topic playlists, transcript pages, and saved progress stay separate from private coaching records.
LibraryWorkbook, member videos, replays, prompts
VisibilityPublic, free, member, coaching, private
ActivityConsent source, resource access, member events
Coaching
Private coaching room
Client projects should organize preparation, session resources, deliverables, comments, files, invoices, and activity in one private coaching room.
Statusesdiscovery, in progress, review, revision, confirmed, delivered, archived
Access modelAssigned client relationship and private member access
File accessPrivate downloads for the right client only
Billing
Invoices and terms
Billing records can reference external invoice or payment links while keeping private client context protected.
Invoice statesSent, paid, void, overdue
Payment pathHandled through the confirmed payment provider
Support pathCoaching support stays separate from shop support
Admin
Team and publishing controls
Team views should keep content, users, resources, coaching records, support, and policy-sensitive areas role-gated.
RolesAdministrator, publisher, editor, support reviewer
Review pathEditorial review, client review, safety review, published
Access checkNo member access until privacy, support, and safety language match the live experience
Workbook Access
Workbook delivery, consent-aware follow-up, and saved progress when member access applies.
Coaching Prep
Private prep prompts, readiness notes, and upcoming-session next steps.
Member Videos
Curated teaching playlists, replays, transcript pages, and topic progress.
Deliverables
Session worksheets, reflection plans, PDF downloads, and client-ready files.
Invoices and Terms
External invoice links, signed terms, and payment status references.
Support
Restricted support paths for coaching and member questions without mixing crisis disclosures into general inboxes.
Access controls
Open member access in layers, not all at once.
This keeps the site useful while avoiding premature collection of private credentials, files, notes, invoices, or support records.
Sign-in
Account access should use clear invitations, trusted redirects, neutral errors, and helpful recovery language.
Files
Private coaching files should stay behind member access before upload or download fields are shown.
Payments
Invoices and subscriptions can reference external providers without exposing private coaching context.
Activity
Member events should record consent, access decisions, and support status without storing unnecessary sensitive text.
Form controls
Forms should protect the person behind the request.
Every account form should validate the right fields before it creates member, coaching, support, file, or billing records.
- Workbook signup
- Validate email, consent source, policy version, duplicate handling, and delivery status server-side.
- Account profile
- Validate account identity, allowed fields, role changes, subscription state, and profile visibility before updating records.
- Coaching update
- Validate project membership, published/internal state, comment visibility, and sensitive-content guidance.
- File upload
- Validate file type, size, path, bucket, project assignment, and signed-access rules before storing.
- Support request
- Validate request type, crisis or sensitive flags, spam protection, and response lifecycle without leaking private details.
- Invoice reference
- Validate provider, status, amount display rules, and access before showing billing rows.
Access gate
Protect the member area before inviting users in.
No signup, uploads, invoices, or private coaching notes should open until the member experience is ready to support them.
- Account invitations are shared only when member access applies
- Private resource access has been reviewed
- Support destinations and responsibilities are clear
- Privacy language matches the live account experience
- Crisis-support language is visible before coaching intake details are shared
Access review
Require proof, not a good-looking dashboard.
The dashboard can demonstrate structure. Member access still needs clear privacy fit, access rules, protected files, trusted links, and support responsibilities.
Account structure
The account surface is shaped for private resources and client support.
Member resources, coaching project records, deliverables, private files, invoices, comments, and activity should stay organized by access level.
ProfilesTiersSubscriptionsResourcesResource AccessEventsClientsPortal MembershipsProjectsDeliverablesFilesUpdatesInvoicesCommentsActivity Log
Use public resources while member access stays guided.
Visitors should start with the workbook, videos, book, or Clarity Call. Member accounts are for resources and coaching support that require protected access.