Frequently Asked Questions
getting set up with accessally
WordPress is a free, open source platform that your website gets built on.
You do need a few paid pieces on top to make it run:
1) a theme -- Beaver Builder is recommended. (Technically, there are free themes available, but having a paid one helps to you to get a quality theme that's well supported)
2) hosting -- somewhere to run the site, where all your files live
3) certain plugins, e.g. for backups
When you purchase AccessAlly and ProgressAlly (if required) you will get an id and password to log in to https://access.accessally.com where you can click on this icon:
And then this tab. The keys will show up where the grey boxes are on the right of this image:
To run AccessAlly you will need WordPress.org. This is free and included in your hosting package. You do not need to set anything up as this will be done by Julie (unless you already have a site up and running).
Please add your username, password and url (e.g. www.yourwebsite.com) to the notebook in Teamwork.
You will need a hosting provider who will host your wordpress.org website. AccessAlly has some more information and recommendations which you can find here.
Note: you don't need to do all the steps in this article - just choose and purchase a hosting package, and then provide your login info in the Teamwork notebook. Julie will install WordPress for you.
Please add your username, password and cpanel url (provided by your hosting provider) to the notebook in Teamwork.
accessally and your CRM
In order for AccessAlly to work, it must integrate with a CRM (customer relationship management).
AccessAlly works with Drip, ActiveCampaign, ConvertKit, Keap, Infusionsoft and ONTRAPORT, the latter 2 being the most expensive.
You will need to provide your login id and password. You also need to make sure that the IP address restriction is disabled:
Payment Gateways with accessally
If you are already using an existing payment gateway then you can continue to use that.
If not, we recommend using AccessAlly order forms which offer both PayPal and Stripe. You can connect either or both whichever is best for you.
We will need your API keys adding to the notebook in Teamwork. You need a pair of keys for test and a pair of keys for live e.g. pk_live_xxx, sk_live_xxx, pk_test_xx, and sk_test_xxx.
The screenshot below shows you how to get these -
We will need your API username, API password and signature adding to the Teamwork notebook.
The screenshots below show you how to get these -
working with jd waterhouse
You can find information here about setting up automatic payments for your invoices through Freshbooks.
We will be happy to screenshare with you and walk you through the basics of using Teamwork.
However Teamwork does have a comprehensive help section where you can find out how to do just about anything. You can access it through the drop down menu under your photo in Teamwork (in the right hand corner) or by going here.