WooCommerce Setup

This document provides setup instructions and description for the extension Ultimate Member - WooCommerce. This extension integrates the popular e-commerce plugin WooCommerce with the Ultimate Member plugin.

Contents

Extension's settings #

When the extension is activated, it adds the tab "Woocommerce" to the page wp-admin > Ultimate Member > Settings > Extension. In this tab you should see the following settings:

  • Ignore the roles update, if the user has these roles on complete/processing or refund payment - Only applicable if you assigned a role when order is completed/processing or refund.
  • Assign this role to users when an order is completed/processing - Automatically assign* the user this role when an order's payment is completed.
    • Upgrade user role when payment is on-hold before complete or processing status - Optional. Assign a role after checkout before an order's payment is completed.
  • Assign this role to users when an order is refunded - Automatically assign* the user this role when an order is refunded.
  • Remove previous roles when change role on complete/processing or refund payment - Remove** previously assigned roles if "Yes", This tool removes only roles added by the extension. It doesn't remove roles added by the core or WordPress itself.
  • Hide billing tab from members in account page - Enable this option If you do not want to show the billing tab from members in account page. Can be overridden by user role setting.
  • Hide shipping tab from members in account page - Enable this option If you do not want to show the shipping tab from members in account page. Can be overridden by user role setting.
  • Show order actions - Show Actions column in the Orders table.
  • Hide "Add to cart" button - Enable this option If you do not want to show the "Add to cart" button for specific user roles or not logged in users.
    • Hide "Add to cart" button for - Optional. Selects users for whom the "Add to cart" button is hidden.
    • Hide "Add to cart" button for selected user roles - Optional. Selects user roles for whom the "Add to cart" button is hidden.
  • Disable subscriptions roles switcherOptional. Disable the "WooCommerce Subscriptions" role switcher to avoid conflicts.

* Note: Read the article Roles Assignment Logic for details.

** Warning: Do not remove previous roles if there are no new roles assigned when an order is completed/processing or refunded.

Image - Settings on wp-admin > Ultimate Member > Settings > Extensions > Woocommerce

Product settings #

The extension allows you to assign a role to a user upon purchase of a specific WooCommerce product. To do this you should go to the WooCommerce "Edit product" page and find the box "Ultimate Member" (see below). 

Simple product settings #

Select the role in the dropdown "When this product is bought move user to this role" and then update the product page. The selected role will be assigned to members who will buy this product on checkout.

Image - Settings on wp-admin > Products > Edit product

Subscription product settings #

You'll see more settings for a product-subscription if the plugin WooCommerce Subscriptions is installed. These settings allow you to select a role for each state of the subscription.

The extension removes roles that have been added by the extension. It does not remove roles that have been added manually or by third-party plugins. It does not influence old subscriptions created before the extension has been installed.

Image - Settings on wp-admin > Products > Edit product

The extension saves a product-subscription settings to the subscription meta on purchase and uses saved settings to change a role when subscription status is changed. Changing a product-subscription setting influences future subscriptions but doesn't influence existing subscriptions.

Profile Menu settings #

The extension adds the tab "Activity" into the profile page menu. Administrators can hide/show this tab and manage who can see this tab.

  • Purchases Tab – Allows to enable/disable "Purchases" item in the Profile menu.
  • Who can see Purchases Tab? – Manage access to the "Purchases" tab in the Profile menu.
  • Product Reviews Tab – Allows to enable/disable "Product Reviews" item in the Profile menu.
  • Who can see Product Reviews Tab? – Manage access to the "Product Reviews" tab in the Profile menu.

Image - Settings on wp-admin >Ultimate Member > Settings > Appearance > Profile Menu

User Role settings #

Each user role has settings that manage what a member can see on the account page. To modify these settings, go to wp-admin > Ultimate Member > User Roles and choose which user role to modify. You will be navigated to the page "Edit User Role". Scroll down to the box "WooCommerce", you'll see settings:

  • Display purchases tab in profile?
  • Display reviews tab in profile?
  • Display billing address under account?
  • Display shipping address under account?
  • Display orders under account?
  • Display subscriptions under account?
  • Display downloads under account?
  • Display payment methods under account?

Image - Settings on wp-admin > Ultimate Member > User Roles > Edit Role

Account tabs #

The extension adds tabs to the Account page. Administrators can enable or disable each tab for each user role using settings in the box "WooCommerce" on the page "Edit Role".

Billing Address, Shipping Address

My Orders

Subscriptions (optional, require the WooCommerce Subscriptions plugin)

Downloads

Payment methods (optional, displayed if there are saved payment methods)

Wishlist (optional, require the YITH WooCommerce Wishlist plugin)

Profile tabs #

The extension adds tabs to members profiles. Administrators can hide/show this tab and manage who can see this tab using settings on wp-admin > Ultimate Member > Settings > Appearance > Profile Menu

Purchases

Note: The "Purchases" profile tab displays products, not orders. Look at the "My Orders" account tab to see orders.

Product Reviews