Validate Trial access using an allowlist

Tip

Use Trial allowlist validation to ensure only authorized users can activate and use the Trial plan.

When the Trial plan is configured to validate access using a predefined allowlist, Prodgy checks the user’s email during onboarding. If the email is allowed, Trial access is granted and the email entry is marked as used.

Step by step Tip

1) Enable Trial allowlist validation

1. Open your organization subscription / plan settings
2. Enable Trial access validation by list
   This option should be enabled only when the Trial plan is configured with an allowlist.

How the allowlist works

When allowlist validation is enabled, Prodgy checks whether the user email exists in the allowed contacts list with status available.

2) User onboarding behavior (what happens during signup/onboarding)

1. User enters an email and starts onboarding

2. Prodgy validates the email against the allowlist

   • If the email exists with status available, access is granted.
   • If the email is not found, access is denied with a clear message.

3. If allowed: Trial is activated

   • Prodgy shows a success message (e.g., “Trial activated!”).
   • The user proceeds to use the workspace.

4. If not allowed: access is restricted

   • Prodgy displays an “access restricted” message informing the user they are not authorized for the Trial plan.

Expected result

• Allowed users can activate Trial and proceed normally.
• Users not in the allowlist are blocked with a clear UX message.

For questions or issues, consult Prodgy support or the official documentation.