Syncing Civi Members to a newly created role

  • Resolved sjparker

    (@sjparker)


    5 years, 6 months ago

    Hi,

    Been getting grips with the plugin and doing a lot of testing of different scenarios. As always, very impressed with the plugin so thank you for your hard work.

    After installing the Members plugin, I’ve created a new role, called ‘Member’ (funny that:-). I’ve given it similar permissions to the default WordPress role ‘Subscriber’.

    We have a use case that these need to be separate:
    Member = Active members (New/Current status) within CiviCRM and can log in and access all restricted content
    Subscriber = Users don’t have a membership or could be expired CiviCRM members that are still able to login, and access CiviCRM Self-Service pages, but can’t access restricted content.

    To do this, I’m assuming we need to change CWMS to Sync with Role rather Capability but I can’t see how you sync it to a specific role. It seems to default to the Subscriber role, when we’d like it to default to the newly created ‘Member’ role from the Members plugin.

    Hope this makes sense, any help would be much appreciated.

Viewing 7 replies - 1 through 7 (of 7 total)
  • Thread Starter sjparker

    (@sjparker)

    Think I’ve resolved this, after clicking save on Roles, I can see the Association tab has now changed to have greater detail.

    Thanks!

    Plugin Author Christian Wach

    (@needle)

    @sjparker FWIW, I’d recommend using capabilities rather than roles.

    Thread Starter sjparker

    (@sjparker)

    Hi @needle

    Thanks for the response.

    Can I ask why? As I understand it, by using capabilities, we lose the functionality of dropping a member to lower level access once their membership expires or is cancelled.

    Scenario:
    Active Member (Custom Member role in WordPress) = can log in, and view premium content
    Non-active Member (dropped back to Subscriber role in WP) = can log in, but can’t view premium content and is automatically redirected to the membership renewal page.

    Thanks!

    • This reply was modified 5 years, 5 months ago by sjparker.
    Plugin Author Christian Wach

    (@needle)

    @sjparker I prefer to sync capabilities because WordPress users can therefore have any role that you want to give them and they retain their caps as granted by CiviCRM.

    So, for example, say you want to promote one of your members to Author so they can write content – well, with cap sync you can… with role sync… not so easy.

    Curious, @sjparker , what you ended up going with here. Roles or capabilities?

    WP allows multiple roles for a user. Does the sync not work when a user has multiple roles?

    Thread Starter sjparker

    (@sjparker)

    Hi @andyburnsco,

    We went with Roles here, and have been very happy with the set up so far. Gives us granular control over access.

    In WP, you can assign more than 1 role to a user. Some of our members add content to the site, so we give them Member and Editor roles. But, the Member role is automatically synced from CWMS and we have to assign any extra role manually.

    As far as I can tell, you can only select one active current membership role and 1 expired role in CWMS.

    Hope that answers the question.

    Plugin Author Christian Wach

    (@needle)

    As far as I can tell, you can only select one active current membership role and 1 expired role in CWMS.

    Yes, that’s correct. I’d be open to upgrading the plugin to support multiple roles if there was enough interest in doing so.

    FWIW, version 0.4 (just released) syncs memberships to multiple Groups groups (in both ‘roles’ and ‘capabilities’ modes) if you need more flexibility. Those groups act in many ways just like roles in that they are essentially collections of capabilities. Multiple group memberships confer multiple sets of capabilities and also conform to the new Groups schema for restricting access to content in WordPress.

Viewing 7 replies - 1 through 7 (of 7 total)
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