WooCommerce Setup

This doc provides setup instructions for the extension " Ultimate Member - WooCommerce".

Contents

  • Settings
    • Common settings
    • User Role settings
    • Product settings
  • WooCommerce Info on the Account page
  • Integration with the WooCommerce Subscriptions

Settings

Common settings

When the extension is activated, it adds a WooCommerce tab to the page [Ultimate Member > Settings > Extension]. In the WooCommerce tab you should see the following settings:

  • Remove previous roles when change role on complete or refund payment - If yes then remove all users roles and add current, else add current role to other roles, which user already has;
  • Assign this role to users when payment is completed - Automatically set the user this role when a payment is completed;
  • Do not update these roles when payment is completed - Only applicable if you assigned a role when payment is completed;
  • Assign this role to users when payment is refunded - Automatically set the user this role when a payment is refunded;
  • 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 overriden 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 overriden by user role setting;
  • Show order actions - Show Actions column in the Orders table.

[Ultimate Member > Settings > Extensions > WooCommerce]

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 the page [wp-admin > Ultimate Member > User Roles] and choose which user  role to modify. You will be navigated to the Edit User Role page. 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?

[Ultimate Member > User Roles > Edit Role]

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). All you need to do is select the role from the dropdown and then update the product page.

[Products > Edit product]

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

[Products > Edit product]

WooCommerce Info on the Account page

The extension adds new 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

Integration with the WooCommerce Subscriptions

The extension disables 'WooCommerce Subscriptions' role switcher to avoid conflicts. Use settings on the page [wp-admin > Ultimate Member > Settings > Extensions > Woocommerce] and in the box "WooCommerce" on the WooCommerce "Edit product" page.