Jul 202015
 

WordPress Simple Membership Levels Settings shows you how to add different levels to your membership website.

Last Updated: April 12, 2018

Latest News: I have improved the wording.

It is important to work out how many membership levels you need in your site before you begin creating a membership website. Note, some membership levels might be free and some might require payment. Once you have decided on the different membership levels you need, then you will need to work out what content needs to be protected using the corresponding membership level.

The following level list is what a typical membership site might have set up. There are many different variations of levels you can add. You might want to have only free membership levels.  added to your site. Click on the following URL simple-membership-registration-form-shortcode-generator to learn how to add free membership levels only.

Members Level Example:

  • Free
  • Bronze = $25
  • Silver = $45
  • Gold = $75

WordPress Simple Membership Levels Settings Steps

Step 1 ) Go to WP Membership -> Membership Levels to start adding your membership levels, protecting your categories, protecting your posts and pages and more. See the following image.

Membership Levels Options

  • Membership Levels
  • Add Level
  • Manage Content Protection
  • Category Protection
  • Post and Page Protection

Step 2 ) Go to WP Membership -> Membership Levels -> Add Level to start adding your membership levels. See the following image.

wordpress-simple-membership-settings-add-new-level-new-image

Step 3 ) Once you click on Add Level tab as illustrated above you can begin to set up the following options.

Membership Access Duration

  • Membership Level Name (required)
  • Default WordPress Role (required)
  • Access Duration (required) (For this post I selected No Expiry (Access for this level will not expire until cancelled)
  • Once you finished click on Edit Membership Level button

Note: In some situations you might want to allow your members to update their membership level for free. To learn more about how to achieve this, please click on the following URL manual-button-to-allow-updating-changing-membership-level.

wordpress-simple-membership-level-created

Step 3-a ) The following image shows the WP User Roles available in this site. It is important that you pay attention when assigning a WordPress user role to a membership level. Especially if the other plugins in your site have added new user roles. In the following image you can see the default WordPress user roles and other user roles added by other plugins.

WordPress Default User Roles

  • Subscriber
  • Contributor
  • Author
  • Editor
  • Administrator

User Roles Added By Other Plugins 

Note: In your site you might have other user roles or none, just WordPress default.

  • Translator
  • Affiliate
  • SEO Editor
  • SEO Manager

wordpress-simple-membership-wp-user-role.

Membership Access Duration Information

Note: It is important to select the correct duration period for your members.

If you specify a duration value in the membership level then, simple membership will set the account to “unsubscribed” when someone cancels. So the user will still have access until the duration time is over. If the recurring payment keeps coming every 30 days (assuming you have a 30 days recurring payment setup) then they will keep getting access for another 30 days.

If you select No Expiry (Access for this level will not expire until cancelled). The moment the member cancels the account their account will be set to expired. They will not have access to the protected content anymore.

Membership Access Duration Important Note

Important Note: It is a good idea to offer 1 or 2 extra days by setting the access duration value to something like 31 or 32 days. Because of the way PayPal’s IPN works, the plugin can’t offer hourly granularity. Giving access for an extra day is really nothing but it offers the customer full satisfaction.

It is a standard business practice, especially in banking, to measure time using a 30 day “business month.” That is why the closing dates for credit cards and bank statements tend to drift by 1 to 3 days. Even Microsoft Excel, via the DAYS360 function, measures a “business year” as twelve, 30 day months. You can read more about it from the following forum post.

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Step 4 ) In the following image you can see an example of the different membership levels added. Each membership level has the following information included.

Membership Levels Information

  • ID
  • Membership Level
  • Role
  • Access Valid For/Until

For example, membership level Silver has an ID of 10 with an Author Role and No Expiry. This is very important information to take note of when adding membership buttons like, Free, Subscription and or Upgrade.

wordpress-simple-membership-level-settings-different-levels

Manage Content Protection

Step 5 )  The following image Manage Content Protection tab shows you to protect your content.

wordpress-simple-membership-manage-content-protection

Carry out the following steps to apply protection to your content. This allows you to control which member or members have access to the content.

  1. Edit the Post or Page that you want to protect in WordPress editor.
  2. Scroll down to the section titled ‘Simple WP Membership Protection’.
  3. Select ‘Yes, Protect this content’ option.
  4. Check the membership levels that should have access to that page’s content.
  5. Hit the Update/Save Button to save the changes.

(The above is quoted from the plugin)

Step 5-a ) The following image shows you the options you can enable to control the content. In this example there are three membership levels Free, Silver and Gold. The following Yes, Protect this content has been enabled. This means that all three available membership levels have access to the content. Any one visiting this page or post will not view the content unless they become members.

Note: When you enable content protection in posts it also protects the RSS feed. So when you go to yoursite.com/feed you will not see any blog posts displayed.

Simple WP Membership Protection

  • No, Do no protect this content.
  • Yes, Protect this content.

Select the membership level that can access this content:

  • Free
  • Silver
  • Gold

wordpress-simple-membership-level-settings-content-protection

Step 5-b ) The following image shows you the new feature added to the plugin. There is a message displayed when editing a post that belongs to a protected category.wordpress-simple-membership-level-settings-content-protection-message

Category Protection

Step 6 )  Click on Category Protection tab to start protection your categories for each membership level you have added to your website.

Important: Please make sure you read the documentation in the box before you begin protecting your categories.

wordpress-simple-membership-category-protection

Step 7 )  The following image shows you a list of membership levels that has been created for this post. Remember in the previous step it told you to first globally protect your categories from none logged in members.

Membership Levels created for this post:

  • Bronze
  • Silver
  • Gold
  • Free Membership
  • Platinum
  • Admin Access Level

Note: Remember the above is just an example of different membership levels you can create in your website. Your website you will probably have different levels set up.

wordpress-simple-membership-category-protection-levels

Post and Page Protection

Step 8 )  Click on Post and Page Protection tab to start protection your post, pages and custom posts for each membership level you have added to your website.

Protection Tabs

  • Posts
  • Pages
  • Custom Posts

Important: Please make sure you read the documentation in the box before you begin protecting your posts, pages and custom posts.

wordpress-simple-membership-settings-add-new-level-post-page-protection

Troubleshooting Membership Levels

Q1 How do I add a membership level using select or radio buttons in the registration form?

Solution: This plugin does not function in that manner. Please read the following reply how-to-display-membership-levels-using-select-or-radio-btn-on-regist-page by one of the developers.

Q2 How do I set up different renewal pages based on membership levels?

Solution: You can read the following forum post for a solution provided by Ant Wilcock.

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Click on the following URL Settings to continue with the settings.

If you have any questions please let me know.

Enjoy.

Simple Membership Plugin Tutorial List:

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

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