Getting Started
In WooCommerce, User roles in WooCommerce define the level of permissions granted to various users in your store. Common user roles include administrators, shop managers, editors, authors, and customers.
Every role has its capabilities, deciding what actions users can perform on the website.
In this detailed guide, we will show you the configuration and usage of this plugin in a step-by-step guide
Installation and Configuration
Getting started with the WooCommerce User Role Editor Plugin is a breeze. Simply follow these steps:
Installation
- Download the WooCommerce User Roles plugin.zip file from your WooCommerce account.
- Go to WordPress Admin > Plugins > Add New and Upload Plugin > Choose File (for the file that was downloaded).
- Install Now and Activate the plugin.
Configuration
- Within the WordPress admin panel, go to WooCommerce > Settings and click on the Roles Changer Button tab.
- Here, you'll find two tabs: Rules and Email. These tabs allow you to configure various settings related to user roles and email notifications.
Adding and Managing User Roles
WooCommerce Role Manager allows you to effortlessly edit, add, or delete user roles. To do this, navigate to WooCommerce > FME User Roles in the admin panel.
You can customize default and custom roles, excluding the administrator role. Click "Add Role" to create a new user role and adjust permissions and capabilities.
Additionally, use "Manage Roles" to modify specific capabilities, such as those related to posts, pages, plugins, themes, core functions, users, files, network, and sites.
Creating Rules for User Role Switching
One of the best features of the User Role Editor WooCommerce is that it can automatically switch user roles based on predefined conditions. Here's how you can create rules for role switching:
Rules Settings
- Enter a rule name and specify conditions such as enabling or disabling the rule, specifying actions (switching or gaining roles), and selecting applicable conditions.
- Define conditions based on user actions, such as product purchases, order totals, product categories, and more.
- Customize rule duration, role switching options, and user role exclusions as needed.
Email Notification Settings
Customize email notifications sent to users when their roles change using the plugin's email settings. Configure options such as sending emails to administrators and customers, defining email subjects and content, and setting email header styles.
Monitoring User Role History
With the User Role Editor WooCommerce, administrators can effortlessly track user role changes and history.
In the admin panel, Click on Users > All Users in to view and manage user role history.
Frequently Asked Questions (FAQs)
Does the WooCommerce roles permission plugin change the user role automatically?
Yes, WooCommerce user roles plugin automatically switches user roles based on predefined rules and conditions.
Can I create more than one rule for multiple users?
Absolutely! The WooCommerce User Role Editor Plugin allows you to create multiple rules to manage role switching and gains for different user groups.
How to automate the whole role-switching process?
You can automate user role switching by setting criteria based on specific product purchases, purchases from specific categories, order amounts, and total customer purchases.