User Roles Settings

Overview

Ultimate Member allows you to create multiple member roles and customize the capabilities and permissions that role has, which provides great flexibility when it comes to creating your site.

Creating a new role and editing an existing role #

Click the Add New button on the top of the page [Ultimate Member > User Roles] to add a new user role. You'll see a form Add New Role. Configure role settings, then click Create Role.

Click the Edit link under the user role title to edit it. You'll see a form Edit Role. Change role settings you need, then click Update Role.

Image - Add or edit user role on wp-admin > Ultimate Member > User Roles.

General user role settings #

Role title #

This is where you can enter a new role name. The plugin does not change the title of existing user roles to prevent conflicts.

Image - A new role name field.

Role Priority #

Users may have several roles. Set different priorities for roles to avoid conflicts. The Ultimate Member plugin uses settings from the role with the highest priority for users who have multiple roles. Read this article for details.

Image - The Role Priority setting.

Administrative Permissions #

This widget allows you to provide this role with certain administrative permissions. By default, these permissions are all turned off (apart from the default admin role).

Can access wp-admin? – Turning this off will deny* users with this role to access the admin dashboard.
Force hiding admin bar in frontend? – Turn on this option if you want to hide** the wp-admin bar on the site's frontend.
Can edit other member accounts? – Turning this on will allow users with this role to edit the profile fields of other members on the site.
Can edit these user roles only – If you don't want this user role to be able to edit all members on your site you can allow this role to edit certain member roles by selecting the desired roles.
Can delete other member accounts? – Turning this on will allow users with this role to delete the accounts of other members on the site (apart from site admins).
Can delete these user roles only – If you don't want this user role to be able to delete all member accounts on your site you can allow this role to delete certain member roles by selecting the desired roles.

* Note: The option Can access wp-admin? can deny access to the admin dashboard, but can't allow access if it is blocked by the user role capabilities
** Note: The option Force hiding admin bar in frontend? can hide the admin bar, but can't show the admin bar if it is blocked by the user role capabilities. Users need the capability "edit_posts" to see the admin bar.

General Permissions #

These permissions allow you to enable or disable the ability to edit profiles and delete accounts from your site. By default, these permissions are all turned off.

Can edit their profile? – Turning this on will allow users to edit their profiles.
Can delete their account? – Turning this on will allow users to delete their account on the Account page -> Delete account tab. The password will be required before account deletion.

Profile Access #

This section provides the user role with different access options. By default, these permissions are all turned off (apart from the default admin role).

Can view other member profiles? – Turn this option on to allow users to access other members' profiles.
Can view these user roles only – Select roles that this role can view. Select nothing (deselect everything) to grant this role access to any profile.
Can make their profile private? – Turn this option on to allow users with this role to make their profile private. The setting "Profile Privacy" appears on the member's account page.
Can view/access private profiles? – Turn on the setting to grant this role access to any private profile.
Avoid indexing profiles by search engines - This option allows users to hide or prevent their profile pages from appearing in search engines.

Homepage options #

This widget allows you to decide whether this role can view your site's homepage or not. By default, this option is set to yes. If you make it no so that this role cannot view the homepage a new option will appear where you can enter a URL which is where this role will be redirected to if they try to access the homepage.

Registration options #

This widget allows you to control what happens to users with this role when they register on your site.

Registration status – This option allows you to decide the status a user has when they register on your site. You can make them auto-approved, require email activation, or need to be manually approved by the site admin. The option you select here affects what action can be taken after the registration.
- Login user after validating the activation link? – (optional, appears if new users require email activation) This option allows you to enable auto-login after account activation by email.
- URL redirect after e-mail activation – (optional, appears if new users require email activation) This option allows you to redirect users after account activation by email.
Action to be taken after registration – Depending on the registration status you will be able to redirect new users to their profile, to a custom URL, or show a message on the same page.
- Personalize the custom message – (optional, appears if a message is shown after registration) This option allows you to enter a custom message. The default message is shown if this option is empty.
- Set Custom Redirect URL – (optional, appears if new users are redirected to a custom URL) This option allows you to enter an URL to redirect new users.

Image - Registration options for the logic with the auto approval.

Image - Registration options for the logic with the account activation by email.

NOTE: A link entered to the Set Custom Redirect URL setting must be safe. Using relative and internal links is recommended. You have to add a host to the Allowed hosts for safe redirect setting on wp-admin > Ultimate Member > Settings > Secure to use external link for redirect.

This widget allows you to control what happens to this role members when they login to the site.

Action to be taken after login – The action taken after a user logins. Options: Redirect to profile, Redirect to URL, Refresh active page, Redirect to WordPress Admin.
- Set Custom Redirect URL – (optional, appears if the "Redirect to URL" option is chosen) This option allows you to enter an URL to redirect.

Image - Login options for the logic with custom redirect.

Logout options #

This widget allows you to control what happens to this role when they log out of your site. You can set the action taken after a user logs out to either redirect them to your site's homepage or redirect them to a custom URL.

Delete options #

This widget allows you to control what happens to a user with this role when they delete their account You can set the action that is taken after a user deletes their own account to either redirect them to your site's homepage or redirect to a custom URL.

WP Capabilities #

You may change user role capabilities for user roles, which have been created via UM. Read the article Roles and Capabilities to find out more about user role capabilities.

There is no option to change capabilities for non-ultimate user roles. You may use the plugin User Role Editor to change user role capabilities for non-ultimate user roles.

Ultimate Member doesn't manage the admin menu items. The visibility of each admin menu item depends on the user role capabilities. The most important capabilities:

read - required to access the site;
edit_posts - required to see the admin bar on the top of the screen;
edit_posts, edit_published_posts, publish_posts - required to add/edit a post;
edit_pages, edit_published_pages, publish_pages - required to add/edit a page;
list_users - required to view users;
edit_users, create_users, promote_users - required to add/edit a user.