How to Update AccessAlly User Permission Tags

You can update AccessAlly user permission tags from directly inside the WordPress website admin interface.

ARTICLE CONTENT:

Option 1: Add tag(s) to a single user

There are some occasions where you may want to add an AccessAlly tag to a contact from inside your WordPress site and have it sync back to your CRM.

For example, you have a single contact that is missing a tag due to an error in a CRM campaign.

Step 1: From inside your AccessAlly site go to WordPress > Users > All Users and search for the user you would like to edit.

Find WordPress User

Step 2: Click on the AccessAlly tab.

Then under Permissions, look for Tags and add any tags you’d like one at a time in the Add New Tag spot.

Step 5: Click the Update User button.

This option uses the AccessAlly Members tab and is helpful if you have several WordPress users on your site that are missing tags.

Optional: Visit your CRM platform and confirm the tag has been added to this contact inside your CRM.

Reminder! Any CRM campaigns or automations that start with a tag that you’ve added to a user inside WordPress will be sent to this contact.

Updated on November 16, 2023

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