Member logon

  • Resolved TxFig

    (@txfig)


    3 years, 3 months ago

    This is my 2nd question (breaking things up), but this one is in a couple of parts:

    Our directory is a list of people who will do “bee removals” in our state (these people are the members of our organization). This list will be viewable to the general public (without login).

    1) Am I correct in assuming that the displayed directory is the same regardless of whether a person is a visitor (no login) or a logged in member?

    I see that the “Login addon” links a person who logs into the WP site with their connections entry if it uses the same email address. That part is perfect.

    2) I am assuming I would need a separate page for our members to use to edit their information? IOW, they wouldn’t just use the WP menus on the left as if they had admin rights – right? Where / How do I configure the page the members use to edit their information?

    3) I would like to allow our users to edit SOME of their own information, but not all of the fields. How do I flag some fields as “user editable” or “not user editable”?
    For example, one of the fields I do not want people to be able to edit is a yes/no flag of “carries business liability insurance”. That is for the membership director to set when the person joins the association.
    Side note: not sure how to create that field and display it. But that’s a question for another post..

    4) Right now, I am both the webmaster as well as the membership director. So for me, it’s pretty simple to just use the WP menu on the left to manage the membership list. But in the future, if the membership director is not “WordPress savy”, is there a way to make managing the membership list (add, delete, edit, etc) easier with a nicer front-end?

    The page I need help with: [log in to see the link]

Viewing 1 replies (of 1 total)
  • Plugin Author Steven

    (@shazahm1hotmailcom)

    RE: Am I correct in assuming that the displayed directory is the same regardless of whether a person is a visitor (no login) or a logged in member?

    This depends. Entries can be set to “Public”, “Private”, or “Unlisted”. Entries set to “Public” will be visible when not logged in, while “Private” will be. “Unlisted” is shown only in the admin.

    Now, an entry can be set as “Public”. Details such as addresses, phone numbers, email addresses, etc., can be set to “Public”, “Private”, or “Unlisted” and follow the same rules as the Entry-level visibility.

    Those rules change if you require a login to view the directory. Then “Public” and “Private” can be set based on the role capabilities of the logged-in user.

    RE: I see that the “Login addon” links a person who logs into the WP site with their connections entry if it uses the same email address. That part is perfect.

    Sorry, no, the free Login addon basically allows you to display the core WordPress login form via a shortcode, widget, or as a Content Block within a template.

    The Link addon adds the feature to “link” a registered WordPress User to a Connections Entry. The WordPress user will be able to add and manage their own Entry with or without moderation. Here’s a link to the addon:

    RE: I am assuming I would need a separate page for our members to use to edit their information?

    No, a separate page is not necessary. The Link addon adds an admin profile page where the WordPress User can manage their Directory Entry. This is a different admin page from the main Connections admin pages found under the User Profile where a WordPress User manages their password.

    If you do not want the user to manage their Directory Entry from their User Profile admin page, you can use the Form addon to add frontend management for the WordPress User. Here’s a link to the Form addon:

    No new page is necessary with the Form addon either. It adds a sub-page to the directory page.

    RE: I would like to allow our users to edit SOME of their own information, but not all of the fields. How do I flag some fields as “user editable” or “not user editable”?

    On the Form Settings admin page, you can define which fieldsets; such as address, phone, and email, to display and in what order. Some fields within the fieldsets can be hidden/not shown on the Fieldset Config Settings admin page; this affects both the Form addon and the admin management.

    RE: For example, one of the fields I do not want people to be able to edit is a yes/no flag of “carries business liability insurance”.

    Connections does not have such a field but one could be added using it Custom Field API:

    When adding the code for the Custom field, it is possible to only show it based on the WordPress User role. This, however, is not covered in the developer documentation. I can provide guidance on how to accomplish this.

    RE: if the membership director is not “WordPress savy”, is there a way to make managing the membership list (add, delete, edit, etc) easier with a nicer front-end?

    The Form addon can be used to add new Entries to the directory. It also can be used to edit existing Entries. The deletion of Entries can be added by enabling the Entry Management Content Block. This Content Block is only ever shown to admins.

Viewing 1 replies (of 1 total)
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