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How To Setup Directory Filters in AccessAlly

Filters allow you to customize the directory. With filters you can:

  • Apply tags to control what members appear in the directory
  • Create a directory that moves featured members to the top
  • Create a dropdown filter to show members based on speciality or location
  • And, much more!

How to Set Up Filters

In your WordPress website, go to: AccessAlly > Directories > Filters

Then, click on the “+ New Filter” button.

Set Up Filter Criteria (Tag-based Rules)

Here you’ll add tags to select who appears on the directory. Participants added here will be displayed based on your selected options.

In the example below all users tagged with a course tag will be included in the directory.

Add rule directory for tag based access


All members “with” any or all tags listed here will be featured in the directory.


All members “without” any or all tags listed here will be excluded from the directory.


In advanced use cases, you can create a rule based on a filter.

You can add multiple rules to a directory filter to fine-tune the users shown to your liking.

Configure Sorting Criteria

Optionally, you can set a sorting criteria to ensure that some profiles in your directory always appear first (think of it as a “Featured Listing” opportunity).


Add as many sorting criteria as you like by clicking the “Add New Sorting Criteria” button, designating whether you’d like it to consider a tag or custom field, then assign a number. Your members will now be sorted and displayed based on tag (or custom field) and score.

In the example below gold members, then silver, then bronze members are displayed on the directory.

Filter members sorting by tag and score

Segmentation Based on Custom Field (Advanced)

With this option you can create a dropdown on the right side to filter based on items in a custom field.

Segmentation in directory filter by custom field

Example of segmentation based on custom field which appears on the right side in your directory.

Configure search criteria for your directory

Save Changes

Once you have created your filter options, click on “Save Changes”, and then move on to the third (and final!) step in setting up your member directory with this tutorial:

Add Member Directory to a Page

Updated on April 26, 2024
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