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Protecting Files and Granting Access for Customers or Students

Do you want to prevent your resources and PDF files from being downloaded through shared downloadable links by people who have not purchased your course? This can be done using the Protected Files feature in Thrive Apprentice.

This article will show you how to protect files, but also how to add them to pages/posts/course content or as lesson resources.

What are Protected Files?

The Protected Files feature in Thrive Apprentice lets you protect the files you upload on your website. This way, any file (PDF, XLS, DOC, etc.) that you include as resources for your courses will be secure and protected from being shared by students or course participants.

A student that has access to your course will easily be able to download the resources associated with that course. However, if they decide to share the downloadable link, this will be protected and will not allow someone who doesn’t have access to that resource to download it.

Protecting Files in Thrive Apprentice

To protect your files in Thrive Apprentice, you begin by opening your WordPress admin area, navigating to Thrive Dashboard >> Thrive Apprentice, and clicking on Protected Files.

Open the protected files section in Thrive Apprentice

You’ll also find the Protected files block on the Thrive Apprentice dashboard.

Open the protected files section in Thrive Apprentice

Clicking on Protected files will take you to a page where you can add files to be protected. This page gives you two ways to add a file you want to mark as protected.

To add a file, click the Add new button or drag and drop the file in the center block on the page.

Add a new file under protected files in Thrive Apprentice

Note: To be able to protect your files, you need to ensure your server configuration is set right to support the protected files feature in Thrive plugins.

If the configuration is not set right, you’ll see a message that says, “Your files may not be protected – We have detected that the current server configuration does not allow Thrive plugins to protect your files. Please read the documentation linked below to configure or to request updates from your hosting company”. Here’s the document you can refer to fix this up.

When you click Add New, you’ll see a popup where you start by entering the File title. The File title is the same that will be used as a filename when a user downloads the file.

Add a file title for the protected file.

After the file title, in the next field you have to select the product under which you want to protect the file.

The file protection will be based on the access restriction rules applied for the selected product.

For example, if the product is accessible to subscribers on your website, the file under it will be available for download only when the user has logged in and is detected as a subscriber.

So, to protect the file, click on the dropdown and select the product you want to add the file to.

Select product to add the protected file to.

You can select multiple products in the above field.

Also, the popup gives you a Manage Products link, which leads you to the Thrive Apprentice products page to manage the products on your website.

Manage products to add protected file to

After you’ve managed and selected the products in the popup, drag and drop your file or click Select File to upload the file you want to protect under the selected products.

Select file to be added as protected file

Once the file is uploaded, click the Save button.

Save protected file settings

Clicking save will upload the file and list it on the Protected Files page in Thrive Apprentice.

New protected file added.

Understanding the Protected File Options

When a file is uploaded to be a protected file, you’ll see it on the Thrive Apprentice Protected Files page.

Hovering in the file name will give you the following options.

  • Share the file: Clicking here will show you how to add the file to different pages, posts or lessons on your website.
  • Download the file: Clicking this will download the file on your computer.
  • Edit the file: Clicking this will open a popup where you can change the file title and the products you want to add it to.
  • Delete the file: Clicking this will take you one step closer to deleting the file.

See the options you see for an added protected file

Adding Protected Files to Posts, Pages or Course Content

Protected files can be inserted as links throughout your Thrive Apprentice pages and posts. Moreover, when editing a lesson in the Thrive Apprentice editor, you can also insert links or buttons so that users can directly download a secure and protected file.

Adding a Protected File to a Page or Post

There are two ways you can add protected files to pages and posts.

  • Adding Protected File as a Link
  • Adding Protected File in a Button

Adding Protected File as a Link

To add a protected file as a link on the page, open the page in the Thrive Architect editor.

Open page in Thrive Architect editor

While the page is open in the editor, add a text element to the page and insert a call to action to encourage users to download the file.

Add text element to page.

When you add the text, click to add the cursor where you want to insert the download link, and click the drum icon (dynamic link) in the floating panel.

Add dynamic link to text.

Clicking the icon will open a dropbox. In the dropbox, select the source as Protected File.

Select dynamic text source

After you select the Protected File as the source, select the file you want to add here.

Select the file name to be added in dynamic text

Once you select the file, click the Insert button to add the protected file as a link on the page.

Insert Protected file in link

After you click Insert, you’ll see a link to the protected file added to the page.

Protected file added as dynamic text in element

Adding Protected File in a Button

To add a protected file as a link on the page, open the page in the Thrive Architect editor.

Open page in Thrive Architect editor

While the page is open in the editor, add a button to the page and click on it to open the button options in the left column.

Button options in the left column

In the left column, open Main options, go to Button link, and click on the drum icon (dynamic link).

Edit button link to add protected file

Clicking the icon will open the Button dynamic link options.

Button dynamic link options

To add a dynamic link to a button, click the first dropdown to select the source as Protected File.

Select protected file as dynamic source for button link

When you select the dynamic link source as Protected file, select the file you want to offer through the button.

Select the file you want to add

After selecting the protected file, you can choose to open it in a new tab or decide whether you want to make this a No Follow link. Once you finish setting things up here, click Insert.

Insert the protected file dynamic link

Adding a Protected File to a Course Content

To add a protected file in a Thrive Apprentice course content, open your WordPress admin area, navigate to Thrive Dashboard >> Thrive Apprentice, and click on the course you want to enter.

Open the Thrive Apprentice course

On the course page, click on the Content tab to open it.

Open the content tab under Thrive Apprentice course

Under the Content tab, hover on the content you want to add the file to, hover on Edit, and click on Add resource.

Add a lesson resource in Thrive Apprentice course

When you click to add resources, you’ll see a popup on which you click the Add resource button.

Add resource popup as seen in Thrive Apprentice course

After clicking the button, you’ll be asked to select the type of resource and enter the URL. Here, click the dropdown to select the type of resource.

Select the resource type in Thrive Apprentice

In the dropdown, select Protected file.

Select protected files as resource type in Thrive Apprentice

After selecting the resource type as protected file, search and select the protected file you want to add to the lesson.

Select the protected file as a resource in Thrive Apprentice

After selecting the file, you can add a description if you want. Once done, click Save.

Save the Thrive Apprentice course resource

Managing Access Restriction Rules for Protected Files

If the file has been protected by a product and a user that does not have access to the product is trying to download the file, the behavior will be inherited from the “Login & access restriction” section of the Thrive Apprentice general settings.

If you want the behavior to be different for each protected file, you can make the modifications in the “Access Restriction Rules” section of the product that protects that file.

We’ve just seen what are protected files, how you can add protected files and use them in pages, posts or course content.

Next, if you want to understand the priority of access rules when multiple rules are used together, here is a document that will help.

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