Deploying Plugin Help

  • Resolved sjparker

    (@sjparker)


    6 years, 1 month ago

    Hi,

    Thanks for the work on the plugin. I’ve read the instructions but I’m just looking to confirm if the plugin is the right thing for what we are looking to achieve.

    When someone registers for membership within our CiviCRM, we are looking for that to update with correct access for the users to access restricted content using the ‘members’ plugin in WordPress.

    I’ve created our membership tiers within Civi, and added all Association Rules for each tier within the plugin. Once a Member registers and pays within CiviCRM, I can see the user get created within WordPress and the Additional Capabilities comes up within the user profile.

    I’m stuck when it comes to access. They are automatically added to the ‘Subscriber’ WordPress role when they get synced. I’ve created two new roles in WordPress ‘Members’ plugin with applicable permissions; Roles are called Members and Expired Members respectively.

    Members have access to all restricted articles, pages and content
    My plan is that Expired Members can still log in, but can’t access restricted articles, pages and content. They will only be able to access their CiviProfile and ability to repurchase their membership.

    Questions:
    Have I got something confused in this set up? I’m trying to get new, current or grace period members to automatically get provisioned to ‘Members’ Role and Expired, Pending, Cancelled, Deceased to be synced to ‘Expired Members’ Role

    Also, is there a standard way have a member create a username in the civiform and that gets synced to WordPress rather than the auto created one?

    Do you have any suggestions for password creation in WordPress during this flow? I.E once sync’d a user gets an email with their WordPress login username and password?

    New to this, so really appreciate any support around implementing the plugin!

    Thanks!

Viewing 1 replies (of 1 total)
  • Plugin Author Christian Wach

    (@needle)

    I’m trying to get new, current or grace period members to automatically get provisioned to ‘Members’ Role and Expired, Pending, Cancelled, Deceased to be synced to ‘Expired Members’ Role

    That’s exactly what should happen in the setup you described. How the Expired Member role operates is defined by the permissions you grant it which is outside the scope of this plugin.

    Also, is there a standard way have a member create a username in the civiform and that gets synced to WordPress rather than the auto created one?

    There are filters in this plugin that allow you to program different username schemas. Please see other threads in this forum for details.

    once sync’d a user gets an email with their WordPress login username and password?

    Again, filters are your friend if you want to make this happen.

    Bear in mind that this plugin is not necessarily going to do everything for you the way you want it done. You may need to customise things for your particular requirements.

    Cheers, Christian

Viewing 1 replies (of 1 total)
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