Role To Tags Mapping

Overview

WordPress by default has six roles: Super Admin, Administrator, Editor, Author, Contributor and Subscriber. The Super Admin role only applies to WordPress Multisite installations.

When iMember360 creates a WordPress user it will automatically assign the role set in WordPress, Settings, General, New User Default Role.

WordPress only allows one of the standard WordPress default roles to be assigned to any particular WordPress user.

However WordPress does technically support the idea of more than one role per user. Users and developers of plugins can create their own roles. Examples of this are roles created by bbPress, BuddyPress, LearnDash and WooCommerce.

There may be situations where you wish to control the addition and removal of any third party WordPress user roles based upon Infusionsoft contact tags.

That is the purpose of the iMember360 Role To Tags Mapping module.

It allows roles to be added to or removed from a WordPress user based upon the tags belonging to the associated Infusionsoft contact.

Activate Role To Tags Mapping Module

1. In WordPress administrator main navigation click iMember360, Modules.
2. In iMember360 Modules tabs click Role/Tags Mapping.
3. Set Enable Role/Tags Mapping to Yes.
4. Click Save Changes.

Adding Role To Tags Mappings

1. To add a new role to tags mapping click Modules in the WordPress administrator main navigation.
2. Select the Role/Tags Mapping tab.
3. If this is the first ever Role/Tags Mapping you have defined for the site continue to step 4 or otherwise click on Add New Mapping.
4. From the Role to map drop down select the role to be controlled by the selected Infusionsoft contact tags.
   
   It is only possible to select a single role to map. If you wish to map multiple roles using the same tags please define additional Role/Tags Mappings.
   
   The name of the role selected automatically determines the name given to the mapping.
5. From the Tags (any) to add role drop down select the tags that should add the previously selected Role to map for the logged in user.
   
   Click the drop down then scroll or start typing any consecutive characters of the contact tag name to refine the list and aid selection.
   
   Then click on the required tag.
   
   Multiple tags can be selected as required.
   
   Individual tags can be removed from the selection by clicking on the x shown next to the individual tag name.
   
   All tags can be removed from the selection by clicking on the x shown in the far right of the drop down.
   
   

   If the Infusionsoft contact associated to the WordPress user has ANY of the selected tags the Role to Map will be added to the user.
   
   If the Infusionsoft contact associated to the WordPress user has NONE of the selected tags the Role to Map will be removed from the user.
   
   The Role to map will be added/removed upon login or for an already logged in user immediately iMember360 is notified or determines the change of contact tags.
   
   As many Role/Tags Mappings can be defined as required.

6. Once the settings have been completed ensure Save Settings is clicked to save the defined Role/Tags Mappings.

Removing Role To Tags Mappings

You can remove role/tags mappings by moving your cursor into the role/tags mapping title area. A Remove link will then be shown that when clicked will remove the role/tags mapping.

The Remove link is only shown if more than one role/tags mapping is defined.

Reordering Role To Tags Mappings

Where multiple role/tags mapping have been added/created you can reorder the mappings by moving your cursor into the role/tags mapping title area. The cursor will show as a cross-hair and on holding down the left mouse button you can drag the mapping and release to change the order.

Reordering is available to solely aid the management of the role/tags mappings defined.