Setting up custom user roles on your WordPress site can be an intimidating task for even experienced developers. But with the right tools and knowledge, it can be surprisingly simple to organize and manage user roles for your website. Read on to find out the essential steps necessary to customize user roles and become a pro developer!
Understand the WordPress User role System.
Before going any further, it’s important to understand the WordPress user system. WordPress utilizes a hierarchical system of user groups ranging from Super Admin, at the top of the hierarchy, to Subscriber at the bottom. Each higher level user has access that is “piggy-backed” onto those in lower levels; i.e., a Contributor has all of the privileges and capabilities of a Subscriber but more. Understanding this hierarchy will help you decide which capabilities your customized user roles should have.
Create New Roles with Filtered Capabilities.
The first step in creating custom user roles for your WordPress site is to define the capabilities of that role; i.e., which pieces of content from the admin panel can and cannot be accessed by them. Using the default roles provided by WordPress, you can copy and paste their capabilities into a new array, then tweak, add or remove items as needed. Just remember: filtered user roles will inherit all privileges of sub-hierarchies beneath it; no need to list out every single capability here!
Assign Custom Roles To Users Through the Admin Panel.
Once you have created custom user roles and added the needed capabilities, you can easily assign them to specific users on your WordPress site through the ‘Users’ section of the admin panel. Here, you simply need to open a user profile, click ‘Edit’, and then select their desired user role from the list. Also be sure to save your changes and update the settings before leaving!
Use a Plugin for Enhancing Roles and Capabilities in WordPress.
Utilizing a plugin is another excellent way to add custom user roles and capabilities to your WordPress website. For example, the Members plugin provides a robust solution to accomplish this goal easily, with just a few clicks. With it, you can create as many new roles with their own permissions as you need. It also lets you clone existing roles in order to customize further, delete or deactivate any of them at any time, and build relationships amongst users.
Secure Your Website with User Role Hierarchy Restrictions.
Adding user roles and capabilities to your WordPress website helps you secure it from unauthorized access. By creating different user roles and assigning them certain permissions, you can control the type of things a person can or can’t do within your website — adding an extra layer of security. You can also create complex hierarchies among your user roles to further restrict access. This approach allows you to have more control over who has access to what sections or functionalities on your site.