Upgrade to Pro — share decks privately, control downloads, hide ads and more …

What's My Role: Membership Sites in WordPress

What's My Role: Membership Sites in WordPress

Roles & Capabilities are one of the more complicated (and powerful) features of WordPress. We'll be talking a logical organizational framework for setting up a Membership/Protected Content website:

• Members Plugin, for understanding the Roles & Capabilities and a non-code way to protect WordPress Content

• Defining additional roles without modifying existing ones for access

• Other plugins that help in simplifying the Admin Area and that work with Roles & Capabilities

• Resource List of Reviewed or Recommended Premium Membership/Protected Content Plugins.

You should have plenty of experience with adding users in WordPress and working with Plugins to benefit the most from this talk. This will be a technical discussion and we'll be discussing why you'd want to protect some content or protect the ability of certain users to post content.

Jim True

May 04, 2017
Tweet

More Decks by Jim True

Other Decks in Technology

Transcript

  1. What’s My Role?
    Membership Sites in WordPress
    and Using Roles & Capabilities to Manage Workflow

    View Slide

  2. Jim True
    Support Lead & Community Manager

    Pods Framework
    http://pods.io | @podsframework
    http://jimtrue.com | @jimtrue

    View Slide

  3. – William Shakespeare

    “As You Like It, Act II, Scene VII
    “All the World’s a Stage, and all the
    Men and Women merely players.”

    View Slide

  4. It’s No Different with
    WordPress…
    WordPress comes with 5 built-in “Actors”
    SUBSCRIBER
    CONTRIBUTOR
    AUTHOR
    EDITOR
    ADMIN
    SUPER

    ADMIN
    In Multisite:
    GUEST
    Not Logged

    Into WP:

    View Slide

  5. WordPress is at it’s heart a
    Publishing Platform
    So its roles come from Publishing & Editing
    Workflows & are designed to provide that type of
    control over what users can do
    SUBSCRI
    CONTRIB
    AUTHOR
    EDITOR
    ADMIN

    View Slide

  6. Managed in WordPress with

    Roles & Capabilities
    • Users are given ROLES
    • Roles are given CAPABILITIES that define
    what they can do, see, edit or interact with.
    • Plugins can use these capabilities or add their
    own
    • Wordpress Codex Page: Roles and Capabilities

    View Slide

  7. Post & Page Handling
    SUBSCRI
    CONTRIB
    AUTHOR
    EDITOR
    ADMIN
    EDIT PUBLISH READ DELETE
    all posts &
    pages
    all posts &
    pages
    all posts &
    pages
    all posts &
    pages
    all posts &
    pages
    all posts &
    pages
    all posts &
    pages
    all posts &
    pages
    only their

    own
    only their

    own
    all, except
    private
    only their

    own
    only their

    own
    all, except
    private
    only their

    own
    all, except
    private

    View Slide

  8. Example of Capabilities
    ADMIN
    edit_posts
    edit_others_posts
    publish_posts
    read_private_posts
    read
    delete_posts
    delete_private_posts
    delete_published_posts
    delete_others_posts
    edit_private_posts
    edit_published_posts
    edit_pages
    edit_other_pages
    publish_pages
    read_private_pages
    read
    delete_pages
    delete_private_pages
    delete_published_pages
    delete_others_pages
    edit_private_pages
    edit_published_pages
    Post Capabilities Page Capabilities

    View Slide

  9. Wouldn’t it be great if there
    was a tool to manage this?
    This is all REALLY
    Confusing, isn’t it?

    View Slide

  10. Members Plugin
    https://wordpress.org/plugins/members/

    http://themehybrid.com/plugins/members

    View Slide

  11. Members Plugin
    • Provides Role & Capability Manager
    • Enables Content Permissions
    • Allows users to be assigned multiple roles
    • Enables Login Widget
    • Make a Private ONLY Site
    • All of the above, managed under

    Settings, Members

    View Slide

  12. ADMIN
    Members: Role Manager
    Edit Roles and all of their capabilities from a simple
    to use interface. Reads capabilities from ALL plugins!

    View Slide

  13. Members: Content Permissions Editor
    Allow easy selection of who’s
    allowed to see the content on
    the Page or the Post.
    Also works with Custom Post
    Types!
    Can also access with shortcodes
    in the content:

    [members_access
    role=“editor”]

    [/members_access]
    role or capability

    View Slide

  14. Members DEMO

    View Slide

  15. • eCommerce Member Site
    • Drip Content
    • Member access to Content
    • ALL Front-end
    Restricting Content

    by User Role
    vs
    • Works with Roles &
    Capabilities
    • Use Back-end Admin to
    Manage Workflow &
    Access
    • ALL Back-End
    Managing Users
    & Workflow
    How is this useful?

    View Slide

  16. Membership eCommerce Sites
    • Video Rental & Virtual Training Websites
    • Club Membership Sites or Private Communities
    • Online Courses or Coaching Sites (lynda.com)
    • Pay to Read /Use Websites, Law or Medical
    Libraries
    • Premium Support Sites

    View Slide

  17. Membership Site: Requirements
    • eCommerce Gateway/Process
    • User Profile Editor and Account Management
    • “Drip Content Delivery”
    • Email Marketing tie-in for Drip Sales, Expiring Notices,
    Invoices, etc.
    • Easy to Manage Content Permissions
    • Good Hosting & SSL Certificate (for secure eCommerce)

    View Slide

  18. MemberPress
    https://www.memberpress.com/
    $119/year or $239/year Developer
    Easy to use and manage, automatically sets up pricing, login, signup
    and thank you pages. Built-in Content Access control and Content
    ‘Dripping’ as well as eMail Marketing & payment gateways.

    View Slide

  19. Restrict Content Pro
    https://restrictcontentpro.com/
    $99 - $249/year or $499/one-time Developer
    By the makers of Easy Digital Downloads, good integration with that
    system and solid set of add-ons, that provide much of the functionality
    from MemberPress. Excellent Support.

    View Slide

  20. LearnDash
    https://www.learndash.com/
    $129/year single site - $299/year unlimited
    LMS (Learning Management Suite), designed specifically for
    course management and delivery of online learning materials.

    View Slide

  21. How do you choose?
    • Only providing content restriction? MemberPress
    • Also selling Digital Goods for download? Restrict Content
    Pro
    • Setting up an entire Online Course curriculum including
    enrollment, scheduled courses, certificates of completion,
    etc? LearnDash
    • More Pros & Cons and reviews listed at:

    WPBeginner 5 Best WordPress Membership Plugins
    Compared (2017)

    View Slide

  22. Using WordPress to Manage
    Workflow
    • Use the Back-end Admin to build an application
    around what the Client needs to streamline or
    simplify their business processes.
    • Use Roles/Capabilities, Dashboard Views, Admin
    Menus and Custom Post Types to build a
    PROCESS.

    View Slide

  23. Workflow Management Sites
    • Project Management or Job Queue Process
    • Support Ticket System or Help Desk
    • Lead Generation or CRM
    • Appointment Management
    • Property Management
    • Limitless possibilities (honestly)

    View Slide

  24. Planning a Solution
    Dispatch
    Design
    Manager
    Job comes in
    from Client
    Assigns Priority,
    Enters into System
    Attaches
    Design to Job
    Routes to
    Design
    Updates Date
    Completed
    and Notes
    Routes for

    Approval
    Approves or

    Rejects Design
    Adds Notes

    & Comments
    Back to
    Dispatch

    View Slide

  25. Tools Used to Manage Workflow
    • Members Plugin for Job Roles
    • Pods for Clients & Job Queues
    • Admin Columns Pro with Pods Add-on for Inline Editing and
    Management through the Table List
    • OPTIONAL: ClientDash for Dashboard and Menu Customization
    • WP Help for in site Documentation
    • Tabify Edit Screen for Metabox Management
    • Widget Builder for Custom Dashboard Widgets (not compatible
    with ClientDash)

    View Slide

  26. Workflow Demos
    As many as we have time for…

    View Slide

  27. Questions?

    View Slide

  28. Jim True
    Support Lead & Community Manager

    Pods Framework
    http://pods.io | @podsframework
    http://jimtrue.com | @jimtrue

    View Slide

  29. Tampa Bay WordPress
    Meetups Monthly in St Pete @ Iron Yard

    1st Thursdays every Month
    http://tampabaywp.org | @tampabaywp
    Slack Chat | Facebook Group | Meetup

    View Slide