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Change User Roles Automatically in AccessAlly

WordPress comes with predefined “user roles” that define what a user can do in the WordPress back-end. AccessAlly doesn’t rely on roles to protect content, rather it uses tags and sign-up information to determine permissions.

But many other WordPress plugins may require a member to have a certain role assigned in order to gain access to certain areas of a site.

The most common uses for changing User Roles include protecting certain forums and running private podcast feeds.

Screenshot of default WordPress roles

In this tutorial you will learn how to automatically change roles through AccessAlly’s Custom Operations.

(Optional) Create New WordPress Roles

If you’re using a plugin that automatically generates the new User Roles you will be using, then you can skip this step.

However, if you want to create different roles that match some of your offerings or mirror some of your tags, this is how you can do it manually. This only needs to be done once, and then AccessAlly will handle assigning the roles automatically.

You will want to install the “User Role Editor” plugin from the WordPress Directory (it’s free):

User Role Editor

Screenshot of User Role Editor

You’ll then navigate to Users -> User Role Editor, where you can add new roles and decide what capabilities this type of user will have.

Create a Custom Operation to Assign the User Role

Go to AccessAlly Settings -> Custom Operations and click “New Operation”.

Then select the “Change User Role” option from the dropdown, which will reveal the different ways you can change a member’s WordPress user role.

Screenshot of the custom operation for changing user roles

You can choose to:

  1. Add a new role to a member
  2. Assign a role to a member and remove all other roles
  3. Remove a role from a member

Next, you will choose which WordPress Role you want to add or remove.

Save your changes.

Now you can use this Custom Operation anytime someone needs to have these roles updated.

Run the custom operation on your members

Here are some suggested ways to run your custom operation.

After sign up or purchase in AccessAlly

In your Offerings -> Forms area, you can edit your form:

Screenshot from AccessAlly showing how to edit a new order form for subscription replacement

And then under “Automation” you will see the option to run a Custom Operation after a successful purchase.

Screenshot of offer area automation

Similarly, for your free opt-in forms, you can run a Custom Operation under “Settings”, once you open it up to edit.

Screenshot of free opt-in custom operation

Now when someone purchases or opts in, their role will be updated.

Through a Webhook in your CRM

You can change roles through a CRM campaign, by running the associated custom operation webhook.

Screenshot of custom operation webhook link

Copy the webhook, and then follow the instructions in the Webhook Guide for how to add it to a campaign in your particular CRM.

Triggered Through another Action

You can also use ProgressAlly Events to trigger custom operations, for any number of actions that a member might take.

Screenshot of ProgressAlly Events

Create new events by going to ProgressAlly -> Events, and then selecting the action and associated custom operation.

Updated on November 16, 2023

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