In this article, we’ll cover how to manually add a user to AccessAlly. This article is helpful post-launch if you’re receiving emails from customers that can not access the content they’ve purchased.
ARTICLE CONTENT:
Important – When to use this article
This article is not a replacement for integration and testing! If you’d like to find out more about integration and testing you can review this article:
AccessAlly Troubleshooting Guide
Step 1: Get the contact ID number for the user from your CRM
You’ll do a quick search in your CRM for the Contact ID number of the user. This ensures that the tags and password are connected to a valid contact in your CRM.
If you’re not sure how to find the Contact ID number view the article below.
How to find the Contact ID from your CRM
Step 2: Add the user to WordPress > Users
Visit your site, click on WordPress > Users and add a new user to the site. For this user, it’s important to enter the email address for both the username and email address. Leave the Send User Notification box unchecked. Finally set the new user to the Subscriber level.
Step 3: Sync the user with the CRM
Open the new user inside Users > WordPress and scroll down to AccessAlly Membership Information. You’ll add this user’s contact ID number to the Contact ID spot (ActiveCampaign shown for demo purposes in the screenshot below)
After you add the Contact ID number scroll to the bottom of the page and click the Update User button.
Now it’s time to refresh this user’s tags and password to sync the tags for this user with what they have in the CRM.
Scroll down until you see Manually Refresh Membership Data and checkmark the box by Refresh CRM information (tags and password).
Now hit the Profile Update button and scroll down to the section marked Contact tags and you’ll see all of the tags for this user have been synced between the CRM and AccessAlly.
Step 4: Email User
Now it’s time to email the user to let them know that they can access the site. Inside your email, you direct the user to your AccessAlly Login page and ask them to click the Lost Your Password link.
Once they reset the password they’ll be able to access their courses and content on your site.
