Manager Role

As a membership site grows, someone else has to look up members, adjust a Membership or create a coupon. An administrator account would open your whole site to them. Manager Role adds a membership manager role to WordPress that shows only the Ultimate Membership Pro screens you choose.

The person gets the WordPress dashboard with an Ultimate Membership Pro menu that lists just those screens. You decide with one switch per screen.

What the membership manager role can open

• One switch per screen. Members, Memberships, Coupons, Access Rules, Email Notifications, Payment History and the other Ultimate Membership Pro screens each have their own switch.
• A ready default. By default a manager can open Members, Ultimate Affiliates, Memberships, Inside Lockers, Showcases, Social Login, Coupons, Access Rules, Email Notifications, Extensions and Shortcodes.
• Payments and settings kept for you. Payment Services, Payment History, General Options, Import/Export and Help start switched off. Turn them on only for people you trust with them.
• A menu that matches. The manager’s Ultimate Membership Pro menu shows only the screens you allowed.
• Dashboard access included. The role is let into the WordPress dashboard together with the roles you already allow there.
• Posts as well. The role can also write and publish posts.

How Manager Role works

1. Switch on Manager Role in Ultimate Membership Pro. Saving creates the role in WordPress.
2. Choose the screens a manager can open.
3. Give the role to a user from the WordPress Users screen.
4. When they log in, they see the Ultimate Membership Pro menu with only those screens.

Step-by-step setup is in the Manager Role guide.

Who a manager role is for

• Support staff. Someone who answers member questions, looks up accounts and edits a member’s Memberships.
• Marketing help. A person who creates coupons and edits email notifications, while payment settings stay with you.
• Content editors. Someone who maintains Inside Lockers and Access Rules and publishes posts.

For example, a coaching club gives its assistant the manager role with Members, Memberships, Coupons and Email Notifications switched on. Payment Services, Payment History, General Options, Extensions, Import/Export and Help stay with the administrator.

Works well with

• WordPress User Roles, to give members an extra WordPress role with each Membership.
• Login security, to protect staff and member accounts with two-factor login and account sharing limits.

Questions about Manager Role

Which plans include Manager Role?

Manager Role comes with the Full Package and Agency plans, together with all 46 Pro add-ons. The Pro plan doesn’t include Pro add-ons.

Which screens can a manager open?

Only the Ultimate Membership Pro screens you switch on. By default that includes Members, Memberships, Coupons, Access Rules and Email Notifications, while payment screens and General Options start switched off.

How do I give someone the manager role?

Add a new user in WordPress, or edit an existing one, and pick UMP – Manager in the Role list. That is the name the role has in WordPress.

Do administrators keep full access?

Yes. Administrators see everything. The screen choices apply only to users with the manager role.

Can a manager edit posts?

Yes. The role can write and publish posts and edit its published posts, besides working in the Ultimate Membership Pro screens you allowed.