Creating editors with limited field editing capability

  • Hi –

    We would like to have a class of PDb editors who have the ability to edit the contents of only certain database fields, but not others.

    Along these lines, one of those fields would be a log that staff can update to take notes documenting their interactions between club members and our staff (e.g. text and phone inquiries, emails, etc.). We would want staff to have limited editing privileges so that they are able to update specific fields such as those, but without being able to alter the other fields or delete members.

    If it is possible to do this, guidance would be appreciated. Thanks very much.

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  • Plugin Author xnau webdesign

    (@xnau)

    In any case, you’ll need a custom role for these editors, because if they have the WP Editor role, they will have access to the backend, can edit any field (except admin fields) and can add/delete records. Custom roles can be set up using another plugin for that purpose, Participants Database doesn’t do that.

    The easiest way to set up something like you ask about is to use your custom role on the frontend only. Set up two restricted access pages (you set this up in WordPress, the plugin doesn’t do this). On one of those restricted access pages, you have a [pdb_list] shortcode that shows list of records with an “edit link” that allows your custom role to edit records. On the second page, which is the page your edit link goes to, you place the [pdb_record] shortcode, using the “groups” or “fields” attributes to determine which fields are presented for editing.

    This article explains how to set up the “edit link” list:

    Adding an Edit Record Link to the Frontend List

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