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How to Update AccessAlly User Permission Tags

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

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.

Screenshot for where to find 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.

Screenshot of Add new tag area

Step 5: Click the Update User button.

Screenshot of update button in profile settings

Option 2: Add tags to multiple users

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

See how to add multiple tags to multiple members at one time!

Review CRM (Optional)

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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