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Your Guide to Setting Up AccessAlly

Part I: Website Prep

AccessAlly is a WordPress plugin. This means that it requires a self-hosted WordPress website to work. Before you install AccessAlly on your website, it’s important to do the prep work:

  1. Set up your WordPress site
  2. Install an SSL Certificate
  3. Install your WordPress theme (AccessAlly gives you the membership site functionality, but the design is totally dependent on your theme and/or your CSS coding capabilities!)

After all this is done, it’s time to install AccessAlly.

Part II: Install AccessAlly On Your WordPress Site

Finally, it’s time to install AccessAlly on your WordPress site – and set up the essentials… which might sound daunting, but it’s not.

AccessAlly includes a unique Onboarding Wizard that walks you through every step of the setup process, so you don’t have to worry about missing anything important. You can see each of the steps included in this tutorial:

The Onboarding Wizard walks you through the essential steps – so we recommend following its guide.

Migrating From A Different Site or Plugin?

If you already have users that you would like to add in bulk to your new AccessAlly membership site, please use the Migration Wizard to port them over. Tutorial here: How to migrate to AccessAlly from another plugin or CRM with the AccessAlly Migration Wizard

Part 4: Additional Setup Steps

Inside the AccessAlly > General Settings > Developer Tools, you should “enable” the box in the highlighted section as illustrated below:

This is a good precautionary measure to take, in the event that you decide to create a “staging” membership site in the future.

It is recommended that you enable this box on any site that AccessAlly is installed on, whether a staging site or a live site.

The Production Site URL should be the URL to your live membership site built with AccessAlly.

Please note that it is advised to type in the URL without the http: or https:, so a site with a URL of https://membership.yoursite.com would be typed in as: //membership.yoursite.com.

You can learn more why this feature is important in this article: How To Use AccessAlly’s Developer Tools For Staging or Development Sites (Advanced)

Updated on March 1, 2018

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