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How to Manually Add a User to Your AccessAlly Site

In this article, we’ll cover how to manually add a user to AccessAlly. This should only be used for one-off situations as needed. This is not a replacement for a CRM integration. If you’d like to find out more about integration and testing you can review this article: AccessAlly Troubleshooting Guide

Step 1: Find the unique contact ID in your CRM

  1. Find the contact in your CRM
  2. Note the unique contact ID. Find details about “>how to find the contact ID here.

Step 2: Add the user to WordPress

  1. From your WordPress dashboard > Users.
  2. Add the new user: use the email address for both the username and email address fields. Uncheck the send user notification box. Make sure the user level is set to subscriber.
    Screenshot showing to how manually add users

    Step 3: Sync the user with the CRM

    From your WordPress dashboard, go to: Users > Select the user you want to update manually > Click Edit for that specific user > Select the AccessAlly tab.

    1. Add the contact ID in the Contact Details section.
    2. Once you enter the contact ID, you’ll see a Resync button. This will sync the contact with your CRM.
    3. Click the update button to update the user.

    Screenshot from AccessAlly showing how to manually update a user

    Step 4: Test the user

    Use the User Switching plugin to verify the users access.

    Step 5: Notufy 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.

Updated on April 20, 2021

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