Verified Users Setup

Overview

This document provides a detailed walkthrough for configuring and implementing the Verified Users extension, introducing a robust user verification system on your site. This system empowers users to request verification, subject to manual verification by the site administrator.

Contents

Settings #

Extension settings #

You will see the Verified Users tab on the page wp-admin > Ultimate Member > Settings > Extensions if both the "Verified Users" and "JobBoardWP" extensions are activated. On this page, you can find the setting:

  • Only verified users can apply for jobs - (optional) This option needs the JobBoardWP extension.

Image - Settings on wp-admin > Ultimate Member > Settings > Extensions > Verified Users

Email settings #

The extension adds these email templates:

  • Account is verified E-mail - a template for the email notification to the user when his account is verified.  Sends email notifications to users upon successful account verification.
  • Verification Request E-mail - a template for the email notification to the admin when a user requests to have their account verified. Sends email alerts to administrators when a user initiates an account verification request.

Administrators can effortlessly customize email templates by navigating to wp-admin > Ultimate Member > Settings > Email. Once there, locate the specific template requiring modifications and click on the "Manage" button for editing. 

Image - Settings on  wp-admin > Ultimate Member > Settings > Email.

Within the template settings, administrators have the flexibility to enable or disable the template, as well as change the subject or body according to their preferences. After making the desired adjustments, simply save the changes for immediate application. This streamlined process ensures quick and efficient customization of email communication to suit specific needs.

Content Restriction Settings #

  • Individual Post and Term Content Restriction Settings - Enable content restriction exclusively for verified users by installing the Verified Users extension. This feature allows you to limit content visibility solely to those who have undergone the verification process. For more info go to this link.
  • Restrict Block Content to Verified User - to limit access to designated content by enabling "Lock to verified accounts only." This ensures exclusive information is shared only with verified users, maintaining confidentiality from others without the necessary credentials. For more info go to this link.
  • Ultimate Member Menu Settings - When determining the visibility of a menu item, you can choose from three options: Everyone, Logged out, and Logged in users. Additionally, with the Verified Users extension activated, you gain the ability to display the menu exclusively to verified users. For more info go to this link.

Member Directory Settings #

Predefined Filters

The Verified Users extension includes a predefined filter to control the visibility of users in the Member Directory. To configure this setting:

  • Navigate to wp-admin > Ultimate Member > Member Directories.
  • Edit an existing Member Directory or create a new one by clicking the "Add New" button.
  • In the General Options section section, go to the Only show members who have verified their profile option and check on the checkbox to enable this filter.
  • Update the settings to save changes.

This filter ensures that only users with verified profiles are displayed in the Member Directory, offering a more curated view for visitors.

Sorting Options

The Verified Users extension also provides sorting options to organize the display of users in the Member Directory. To configure these settings:

  • Navigate to wp-admin > Ultimate Member > Member Directories.
  • Edit an existing Member Directory or create a new one by clicking the "Add New" button.
  • Scroll to the "Sorting" section.
  • Select from the following options in the Default Sort Users By dropdown:
    • Not verified accounts first: Lists unverified users at the top of the Member Directory.
    • Verified accounts first: Lists verified users at the top of the Member Directory.

If you enable custom sorting, you can choose the field(s) to include in the sorting options, such as Not Verified Accounts First or Verified Accounts First. These sorting options allow administrators to prioritize the visibility of verified or unverified users, depending on the site's needs.

User Request Verification #

Upon activation, users gain access to the "Request Verification" link within their profiles and accounts. This feature includes a user-initiated cancellation option. 

Image - The Request Verification link in Profile.

Image - The Request Verification link in Account.

Image - The cancel request link after the user makes a verification request.

Administrators can view users who sent a verification request on the  wp-admin > Users page. Click on the Status dropdown and select Request Verification, then click on the filter button. Administrators can either Approve or Reject the verification request when they hover over the user.

Image - The wp-admin > Users page

Once the user is verified, a blue circle with a checkmark badge will appear after the user's name at the front end.

Image - A blue circle with a checkmark badge after the name in the Profile.

Image - A blue circle with a checkmark badge after the name on the profile card in the Member Directory.

Manual Account Verification #

Administrators can manually verify any user from the admin page with or without a user request for verification.

Single user verification #

Administrators can manually verify users by clicking the " Approve verification request" or "Verify" link below the user's name on the wp-admin > Users page under the status column.

Alternatively, you can click the  Edit link to edit and verify a user. When you click the Edit link, scroll down to Account Verification and choose Verified Account on the drop-down menu. Click the Update User button at the bottom of the page to save changes.

After successfully verifying a user, a notification will display, stating "User updated." Furthermore, when hovering over the verified user, an "Unverify" link becomes visible. In the status column, it explicitly indicates that the user has been verified.

Bulk verification #

To verify multiple users simultaneously, go to wp-admin > Users, check the boxes next to the usernames you want to verify, select "Mark Account as Verified" from the Bulk Actions dropdown menu, and click Apply to confirm the changes.

Image - How to apply bulk verification.

Automatic verification by User Role #

The plugin can automatically verify users with a specific role once they register on your site. To configure this, go to  wp-admin > Ultimate Member > User Roles and click the role title or edit link to see the role settings. On the right side of the page, you will see the "Verified Accounts" panel. Select Yes in the setting Users with this role will automatically have a verified account.

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