Pelcro's authorization features make it easy for you to manage complex authorization rules for your business. In this guide, we will dive deeper into the different features and how to leverage them.
Authorization features allow you to determine whether your customer is authorized to receive a certain service or product from your business. We make it simple for you to determine this in many different ways, so that you can simply focus on your strategy without any added complexity.
When you're creating your products and plans, you can use the "entitlements" field of the plan to set a specific entitlement that you want to use in order to determine if the user is entitled to this product or service.
For example, let's say you want to create an entitlement called "premium_videos" and you want to only display premium videos to users who are subscribed to a plan with this entitlement.
Set the entitlements in a plan
Let's configure a plan to first include this entitlement.
1- Navigate to the plan to which you want to add "premium_videos" to or create a new one. This may be a more expensive plan for example.
2- Find the field called "entitlements" and add to it "premium_videos" by typing it into the field
3- Save or create the plan.
Check for entitlements on your website
Now let us check if the user is entitled to "premium_videos" before giving them access to it. There are two options here:
1- You can implement the out of the box solution demonstrated here: https://docs-react-elements.pelcro.com/Entitlements
2- You can implement a more custom flow that is demonstrated in the recipe below:
Create lists and fulfillment based on entitlements
Another great example of using entitlements is let's say you want to send an email to your customers who are entitled to "premium_videos". You can easily segment these customers by following these steps:
1- Navigate to the list builder
2- Enter in the entitlements field "premium_videos" along with any other criteria
3- Create the list
The purpose of using our flexible authorization and entitlement features is that it needs to scale with your business. Although you might be able to achieve authorization by for example checking for specific products or plans. But as a business scale, you want to segment your features across different products and plans in order to ensure you can upsell and cross-sell in the future.
Updated over 1 year ago