Learn how to manage your promo codes, from creating to editing and giving out specific permissions with the help of Kotobee Author.
Managing library promo codes
Promo codes are an alternative to user accounts in your library. If you would like to avoid the hassle of user emails, notifications, and password reset links, promo codes are definitely your choice. Instead of having users sign in with an email and password, they can sign in with a single code. Just like with users, promo codes only apply to private libraries. Public libraries by definition allow for anyone to access its books.
To get started:
- Go to the Manage tab.
- Click on the Libraries item in the left column.
- Select your library from the drop-down list. For library management, you will spend most of your time in this part of Kotobee Author.
- Select Promo codes from the left column under Libraries. You will see a listing of all the promo codes in your system.
Depending on the library permission settings, you can choose to show or hide unauthorized books from the promo code. The permission settings will affect what the user with the promo code will see. It is worth first going through the Adjusting your library's settings article before continuing with this one.
Scopes of permission
With Kotobee Library, there are three scopes of permission that you can give a code:
- The first scope can give global access to the library. With this scope, the promo code has access over all books in the library, and future books uploaded to the library.
- The next scope is category permissions. The promo code here is assigned permissions to access all books that are under a certain category/genre. You can wisely use this by creating a category named "free", another named "basic", and then a third one named "premium". Each category can hold a number of books. Depending on your user's payment, you can give them access to one of those categories. It is worth mentioning that you may hide the category name from the Customize subsection.
- The final scope is book permissions, where the promo code is given access to a particular book.
Creating promo codes
When creating a new promo code, it is important to be aware of what scope of permission they are given. There are two ways to control a permission scope.
The first way is by being inside the scope of a certain entity before adding the code. Elaborating further:
- To give global access: Simply click on the Promo codes subsection.
- To give category access, click on the Categories subsection, and click Promo codes next to the appropriate category.
- To give book access, click on the Books subsection and under the appropriate book, click on Promo codes.
All three actions will take you to the Promo codes subsection but in different scopes.
The second way to control the promo code's permission scope happens after creating the promo code, by clicking on its Permissions button (explained later).
To create a new promo code for this permission scope, click the Create code button (in the case of global access, the button will be + Create global code). You will see a new random code added to the list. The code user cannot access the library unless the code is activated. Besides the code itself, you will find a number of additional options to choose from:
- Activate/Deactivate: Immediately activates the code.
- Devices: Displays the list of devices authorized to access the ebook (read below).
- Permissions: Edits the code's permissions to books, categories, or the entire library.
- Mark as used/unused: Marks the code as being used or unused. This has no other effect but highlights the code's row in green. It's useful to avoid losing track of what is being used and whatnot.
- Create similar: Replicate the code to another random code, but using all the same permissions. You will be given the choice to enter the number of replicates you want to create.
- Delete: Deletes the code. This button only appears under the All Codes list.
- Remove access: Removes access to the current scope. This button only appears under the Global Codes or Codes with Access lists.
Editing code's permissions
Click on the code's Permissions button to view the list of current permissions allowed. Permission scopes will be highlighted in different colors. You may delete any of the current permissions from the list. To add global access to the library, click on the Add global access over library button. To add access to a certain book or category, simply type in the first few letters in the relevant fields, and select the book or category from the list that will appear.
Adding code permissions
Another way to add code permissions is by going to the appropriate scope's code listing (i.e. click on Promo codes for a certain book or category), then click on the drop-down arrow next to the Create code button. Select Add code permissions. Type in the promo code you would like to add the scope permissions to in the dialog box that appears. The text field will autocomplete by typing just the first few letters of the code. Click OK.
In the case of private libraries, you can limit the number of devices that can access the library, using Kotobe's Device DRM, which can be set from the library's Settings subsection. When clicking on Devices for any user, you will see the different devices used to connect to the library. If the user complains that they've replaced their device, you can simply click on Clear all devices to reset the list for them.
By clicking on the Dashboard button you will be able to open all of the information on that promo code from one screen.