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The AccessAlly Setup Wizard

screenshot of AccessAlly setup
AccessAlly’s Setup Wizard provides an easy-to-follow, 3-step process that activates your plugin license, integrates with your CRM, and integrates with your payment processor (Stripe and/or PayPal). As a bonus, the Setup Wizard will also create your key pages and make sure they’re properly designated so that your basic site redirects will work properly.

Why Use the Setup Wizard

Running the Setup Wizard from start to finish ensures that the fundamental setup & integrations of your site work properly. This can alleviate a large portion of common setup errors that could otherwise occur if you are not fully trained in the software and try to do the setup manually.

Note that the Setup Wizard can be accessed at any time. Furthermore, each of the individual settings can be found in various tabs inside AccessAlly’s General Settings.

How to Use the Setup Wizard

Click here to see the steps for getting your CRM’s API information.

Before running the wizard, please make sure the following steps have been taken:

  1. You should have your own hosting account, with WordPress.ORG (not .com) installed on a subdomain
  2. An SSL certificate should be properly installed on your subdomain (read more…)
  3. AccessAlly (& ProgressAlly, if you have the Pro license) must be installed on your WordPress site (tutorial)
Didn’t receive a welcome email or a login to access your license key? Just contact us and we’ll get you sorted right away!
Updated on March 23, 2021

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