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: November 9, 2017

The following instructions shows you how to add and manage members. You can control all aspects of the members from the following settings. Remember when you first install the plugin you will see no members. This is when you can decide to add new members manually, import members from your WordPress Users list or simply let new members sign up and populate the members list.

WordPress Simple Membership Manage Members Steps

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.

  • 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 Member

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.

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. (Added in version 3.3.2)
  • Last Accessed From IP    ::1 = This value gets updated when this member logs into your site. (Added in version 3.3.2)

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

Notify User

Step 4-a ) The following image Notify User displays two new e-mail fields when you enable this feature.

  • Mail Subject
  • Mail Body

This is the message that will be sent to the member when you edit their details and click on the Edit User button.

wordpress-simple-membership-add-members-notify-user

Troubleshooting Steps

Step 5 ) 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 5-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.

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Bulk Operation

Step 6 ) 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

=============================

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 7 ) 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

Simple membership also works with WP users. Each time a new member is added to your site they will also have a corresponding WP User account created. When they log into the members area, they also get logged in as a WP user automatically.

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

You can learn more from the following URL WordPress Simple Membership Add Members Manually.

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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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