Jun 132016
 

WordPress Simple Membership Manage Members post helps you set up and manage all your members in one location using this plugin.

Last Updated: June 6, 2018

Latest News: I have updated the information.

The following instructions shows you how to add and manage your members. You can control all aspects of the members from the following plugin settings. Note when you first install the plugin you will see no members. From this point on, you can decide to add new members manually, import members from your WordPress Users list, import members from a csv file or simply let new members sign up.

WordPress Simple Membership Manage Members

Step 1 ) Go to WP Membership -> Members -> Members to view and manage your members lists. The following image shows you the Members tag selected. You can also search or select from the following tags to view the members.

Members Search Tags

  • All
  • Active
  • Inactive
  • Pending
  • Incomplete
  • Expired

wordpress-simple-membership-add-members

Step 2 ) The following image allows you to carry out Bulk Actions with all your members. From the dropdown list you can select from the following options.

Bulk Actions

  • Delete
  • Set Status to Active
  • Set Status To Active and Notify
  • Set Status to Inactive
  • Set Status to Pending
  • Set Status to Expired

wordpress-simple-membership-add-members-bulk-actions

Step 3 )  The following image shows you a list of members fields. These are the default members fields you see when you install the plugin and create or add new members to your website. The fields hyperlink in blue allow you to click on for better search criteria.

Members Displayed Fields And Search Options

  • ID = You can search using this Field.
  • Username
  • First Name
  • Last Name
  • Email = You can search using this Field.
  • Membership Level = You can search using this Field.
  • Access Starts
  • Account State = You can search using this Field.

wordpress-simple-membership-add-members-manually-links-removed

Add Members Manually

Step 4 ) The following image Add Member tab displays the default profile fields included when you install the plugin. You can select which fields to edit and include when you add a member manually.

Note: Click on the following URL Add Members Manually to learn more about adding members manually.

Members Profile Fields

  • Username (required)
  • E-mail (required)
  • Password (twice, required)
  • Account Status
  • Membership Level
  • Access Starts
  • First Name
  • Last Name
  • Gender
  • Phone
  • Street
  • City
  • State
  • Zipcode
  • Country
  • Company
  • Member Since
  • Click on Add New Member button when you complete editing your new member.

The following two fields are displayed once the member logs into your site.

  • Last Accessed Date    0000-00-00 00:00:00 = This value gets updated when this member logs into your site.
  • Last Accessed From IP    ::1 = This value gets updated when this member logs into your site.

Note: If you are using the Form Builder add-on and you add extra fields they will appear below the following header Custom Fields.

wordpress-simple-membership-add-members-profiles

Import Members From CSV File

Step 5 ) If you want you can also import members from a CSV file. Click on the following URL simple-membership-bulk-import-member-data-csv-file to learn more.

Troubleshooting Steps

Step 6 ) If you receive the following e-mails when the above is enabled you need to use a third party plugin to control WordPress core default system. WordPress does that when a user’s password is changed..

Hi member,

This notice confirms that your password was changed on [WEBSITE NAME.]

If you did not change your password, please contact the Site Administrator at
[XXXX@XXXX.COM ]

This email has been sent to [MEMBERS EMAIL ADDRESS]

Regards,

A plugin like the following can help you turn off the email sent by WordPress when a user password is changed:
https://wordpress.org/plugins/manage-notification-emails/

Step 6-a ) You cannot use the following tag {password }. The password tag ONLY works for the member notification email. It won’t work in the admin notification due to security reasons. Only the member is suppose to know the password.

Step 6-b ) If you ever receive the following error message invalid username when you type in a name check the following. Make sure the user name does not have any spaces in between two names. For example, Bob Smith would produce this error message. In this case you would type bob-smith and that would work.

Step 6-c ) If you ever receive error messages when adding the members name while registering then check the following documentation setting-utf-8-formatting-for-your-paypal-ipn-messages.

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Bulk Operation

Step 7 ) The following images Bulk Operation allows you to carry out bulk operations to update the members level. You can carry out the following actions. (Added in version 3.4.1)

Bulk Update Membership Level of Members

  • Membership Level
  • Level to Change to

wordpress-simple-membership-add-members-bulk-operation

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Bulk Update Access Starts Date of Members

  • Membership Level
  • Access Starts Date

wordpress-simple-membership-add-members-bulk-access-start

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Step 8 ) You can now delete the members records by clicking on the Delete User Profile link illustrated in the image below, while the admin is viewing the Add Member tab option. (Added in version 3.2.7)

wordpress-simple-membership-delete-user-profile-new

Members Registering In Your Site

Simple membership plugin works with WP Users. Each time a new member is added to your site they will also have a corresponding WP User account created. Which means that when they log into your sites members area, they will also get logged in as a WP user automatically.

So if they are logged in as a member and they post a comment, that comment is also posted as a WP User (because they are also logged into their WP user account).

To learn more about the expected behavior of the plugin read the following note. (Added by The Assure in  the forum.)

This is the expected behavior.

  • The Membership Level “Role” designations only serve to populate the initial WP User table entries, whenever a new Member profile is first created.
  • The scope of operation for SWPM is “content access.”
  • The scope of operation for WordPress User Roles is “to give the site owner the ability to control what users can and cannot do within the site.”
    https://codex.wordpress.org/Roles_and_Capabilities
  • Role escalation & de-escalation is beyond the scope of operation for SWPM.

Note: If someone signs up as a WP User they will not be added to your members area. You need to import these users into the members area using the following addon simple-membership-wp-user-import.

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You might also like to check the following URL registration process overview to learn more. In this link the following part is different between free and paid membership.

Paid = After payment the user receives an e-mail with a special link that the user clicks on to complete the registration for the paid level.

Free = When registration is completed the free membership account is created.

I believe the developers will be adding in a future release the same process for both paid and free membership registration.

Interesting Tutorials

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Activating Expired Members

Q1 ) I manually created users, but now some of the users are expired and they want to extend their membership.  When changing the status from “expired” to “active” and the user visits the protected content their status changes back to “expired” and they can see the content. What do I need to do to avoid this issue?

Solution: You need to make sure you change the “Access Starts” date of the member to current date. When you manually change an expired member’s account to active you also need to update the “Access Starts” date to the current date so the plugin doesn’t think that the account has run its course and revert it back to expired.

You might like to red the following documentation manually-activating-expired-members-account/.

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That is how simple it is to add new members to your website. I hope the above information helps you manage your members. More information and instructions will be added when new features are added to the plugin.

Click on the following URL Membership Levels to continue with the settings.

If you have any questions please let me know. I will be updating this tutorial from time to time.

Enjoy.

Simple Membership Plugin Tutorial List:

Manuel Ballesta RuizManuel Ballesta Ruiz is a web developer, Blogger and WordPress Enthusiast.

  2 Responses to “WordPress Simple Membership Manage Members”

  1. what is difference between inactive and expired?

    • Hi, the following message was posted in the forum by one of the developers.

      If an account expires naturally then the account is set to expired. If an account is deactivated for other reasons such as someone cancelling an ongoing subscription or taking a refund etc then it is set to inactive.

      The member is not going to be able to see any protected content if their account status is expired or inactive.

      Let me know if you need more information or help.

      Kind regards

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