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All docs
User Sync & Tag Management

Getting Started

What Is Syncly for GoHighLevel? System Requirements Installation Guide Quick Start: Setup Wizard Plugin Dashboard Overview Free vs Pro: Feature Comparison White-Label Domain Setup WordPress Multisite Setup

Connection & Authentication

Connecting via OAuth2 API Scope Detection Multi-Location and Agency Setup Disconnecting and Reconnecting Security Best Practices Connection Troubleshooting

Field Mapping

How Field Mapping Works Setting Up Field Mapping Sync Direction: To GHL, From GHL, Both Ways Computed and Virtual Fields Extended Field Mapping (Pro) AI-Assisted Field Suggestions (Pro)

User Sync & Tag Management

Tag Impact: Preview What a Tag Will Do Before You Apply It Tag Rules: See Every Tag Automation in One Place How User Sync Works Configuring User Sync Settings Bulk User Sync Login Tracking Ping-Pong Prevention Role-Based Tagging System Global Tags (Pro) Sync Preview and Dry Run (Pro) User Profile GHL Section

Content Restrictions

How Tag-Based Restrictions Work Page and Post Metabox Setup [syncly_restrict] Shortcode Gutenberg Restricted Content Block Elementor Widget Conditions (Pro) Archive and REST API Protection (Pro) Admin Bypass and Override Rules (Pro)

Forms & Shortcodes

Gravity Forms — Conditional Sync & Automation Embedding Syncly Forms: Overview [syncly_form] Shortcode [syncly_user_meta] Shortcode Syncly Form Gutenberg Block Syncly Form Elementor Widget Per-Form Submission Limits (Pro) Form Autofill and Logged-In-Only Mode Contact Form 7 Integration

Webhooks & Bulk Import

Setting Up Inbound Webhooks Webhook Event Types Bulk Import from GoHighLevel Webhook Troubleshooting Ping-Pong Prevention and Guards

Gohighlevel WooCommerce Integration

WooCommerce Auto-Book Calendar Appointments (Pro) WooCommerce Purchase Workflow Enrollment (Pro) WooCommerce Memberships: Grant Plans Automatically from a GHL Tag (Pro) WooCommerce Subscriptions: Grant Access Automatically from a GHL Tag (Pro) WooCommerce Integration Overview Per-Product GHL Tags (Pro) Abandoned Cart Tracking (Pro) Lead-to-Customer Conversion (Pro) WooCommerce Extended Field Mapping (Pro)

LearnDash Integration

LearnDash Integration Overview (Pro) Course Enrollment and Completion Tags (Pro) Tag-Based Auto-Enrollment (Pro) Quiz Score-Based Threshold Tagging (Pro) Lesson and Topic Completion Tags (Pro) Syncing Course Progress to GHL (Pro) LearnDash Group Sync (Pro) LearnDash Extended Field Mapping (Pro)

BuddyBoss Integration

BuddyBoss Group Sync to GHL Custom Objects BuddyBoss Group Admin Metabox Bulk Group Sync BuddyBoss XProfile Field Mapping (Pro) Family BuddyBoss Groups (Pro)

Pro Features

Gravity Forms — Conditional Sync & Automation Custom Objects: Overview (Pro) Mapping Post Types to GHL Custom Objects (Pro) Custom Object Contact Associations (Pro) Family Relationships: Overview (Pro) Managing Family Members and Invitations (Pro) Family Tag Inheritance (Pro) Conditional Navigation Menus (Pro) [syncly_family_manager] Shortcode (Pro) Analytics Dashboard (Pro) Public REST API Endpoints (Pro)

Sync Engine & Troubleshooting

How the Sync Queue Works Sync Logs and Reading Them Enhanced Sync Logs (Pro) Rate Limits and API Quotas Auto-Login Links Email Notifications Setup Advanced Settings (Cache, Batch Size, Retention) Common Issues and Solutions Frequently Asked Questions Uninstalling the Plugin

User Sync & Tag Management

Role-Based Tagging System

< 1 min read Updated Aug 23, 2026

Overview

Role-based tagging automatically applies GHL tags to users based on their WordPress user role. As roles change, tags are applied or removed accordingly.

How to configure it

  1. Go to Syncly > Settings > Role Tags.
  2. For each WordPress role, select the GHL tags to apply.
  3. Configure options per role: Auto-apply (apply immediately on role assignment) and Remove on role change (remove when the user’s role changes away).
  4. Save.

Bulk tag operations

From the Role Tags page, apply or remove a role’s tags for all existing users in that role at once via an AJAX button. Useful for backfilling tags when you first configure role tags.

Registration tags

Default tags applied to every new contact at registration (regardless of role) are configured under Settings > Sync Options > Default tags on registration.

PHP helper functions

  • ghl_crm_get_user_tag_ids( $user_id )
  • ghl_crm_get_user_tag_names( $user_id )
  • ghl_crm_user_has_tag( $user_id, $tag_name )
  • ghl_crm_get_user_contact_id( $user_id )
  • ghl_crm_add_tags_to_user( $user_id, $tags )
  • ghl_crm_remove_tags_from_user( $user_id, $tags )

[SCREENSHOT NEEDED: role tags settings panel showing role list with tag selectors]

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