The AccessAlly Setup Wizard

Before running the AccessAlly Setup Wizard, please make sure you have reviewed the AccessAlly Onboarding steps which cover important information about:

1. Setting up WordPress hosting
2. Creating a subdomain
3. Securing your website with an SSL certificate
4. Choosing your WordPress theme and page builder
5. Selecting a Video Hosting provider
6. Taking payments via Stripe and/or PayPal
7. Review your CRM options

If you didn’t receive a welcome email or can not access the steps above? Just contact us and we’ll get you sorted right away!

Your license keys can be found here. If you can not access this page contact us.

1. Add your registered email. This is the email address you used when you purchased AccessAlly.
2. Your AccessAlly license key goes here.
3. Optional: If you’re an AccessAlly Pro user you’ll add the license key for ProgressAlly here.

Choose the CRM system you would like to integrate with from the dropdown. The steps will vary based on the CRM system you are using. Follow the prompts for your CRM and click the NEXT button to continue.

Now it’s time to choose your Payment Processor.

1. Select YES if you would like to process payments using Stripe and/or PayPal with AccessAlly order forms (highly recommended).
2. Select NO if you would like to use a 3rd party tool to process payments (note some features may not work as advertised!)

Additional Options: If you selected YES in the previous step you will be taken to Stripe, PayPal, or Both? to select which options you would like to use to process payments.

• You can use test keys for Stripe if you’d like to test the payment process before launching your site. Remember to switch testing keys to LIVE keys (via Settings > Payments) before launching your site.

Now it’s time to select your default Payment Currency. You can process payments in more than one currency, but this option sets your preferred site currency.

To preview your key pages visit AccessAlly > Get Started click the Edit button by each page to view the default settings.

1. Login to your account – this page is where your users log in. All AccessAlly sites have ONE login page.
2. Please login first before accessing the site – this page is shown when an existing user is detected at the time of purchase or opt-in. This page is shown for security reasons and displays a message letting the user know to log in with their existing password (for verification purposes.)
3. Dashboard – shows offerings on your site
4. My Account/Profile – allows a user to change their password (optional) and email address this also changes the information in your CRM
5. My Orders – shows a user’s orders and subscription payments
6. Insufficient Permissions – shown when a sales page redirect has not been set and a user is visiting a page they are not tagged with access to see.

The Login Page

The login page should be set to the Login to your account page.

The Existing Member Login Page

Page after logging in

This page should be set to the Dashboard page

Insufficient Permissions Page

Logout Page

It is highly recommended to install AccessAlly on a subdomain see why here.

When installing AccessAlly the dashboard page is created and set to be the home page of your site. If you installed AccessAlly on a site that is open to the public “your main site” go to Settings > Reading > select your original home page (most often named “Home”) and save your changes.

This will remove the AccessAlly dashboard page from being used as the home page of your site.