How To Manage Page Permission Tags and Conditional Redirects

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AccessAlly’s content protection feature relies on your CRM’s tags. It’s an extremely versatile system that allows you to give (or revoke) access to any piece of content on your site… and automate the entire system from inside your CRM.

For an introduction on how tags can be used with AccessAlly, please see this tutorial.

How Page Permissions Work

On every page (and post) inside your AccessAlly site, you will notice a section called AccessAlly Member Permission.

This allows you to manually edit the access permissions for that page, and is helpful in a variety of reasons, including:

  1. When the page is meant to be public and without password-protection (i.e. a sales page)
  2. When you only want logged-in users to access the page
  3. If you want to limit access the page based on whether someone is logged in AND has a certain tag associated with their user
  4. If you want to create additional conditional redirects for this page, based on login, tags, etc.

All of these scenarios are covered in the video tutorial below.

Tutorial: How to manually edit your page permissions

This video walks you through the different permission settings available inside the AccessAlly Member Permission page.

Testing & Troubleshooting

After editing the permissions area on any post or page, it’s important to test to make sure you’ve set it up properly. To do so:

  1. Test tag requirements: Create a test user and assign any permission tags you require for a user to access the page. Once this is done, try accessing the page. If the user cannot access the page, (1) check that the tags are properly added to the account. If they are, (2) re-check your permission setup on the page itself. Conditional logic can be easily mixed up.
  2. To test conditional redirects, alter the tags on your test user so that the user should NOT have permission to access the page. Then, with the test user login, try to access the page to make sure you are being redirected to the right place. (Repeat the process as needed, changing tags on the test user to fit whatever scenario you’ve set up conditional redirects for.)
  3. To test simple password-protection (no tags needed), open up the newly-created page in an incognito window. You should be redirected to the login page.
Updated on July 12, 2018

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