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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.

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.

How to get to the users panel in WordPress

Step 2: Enter the email address you’d like to search for.

Search for a user in WordPress

Step 3: Edit the user.

Edit a user in WordPress

Step 4: 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

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 May 17, 2021

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