keycapability

Justin Fletcher

<p>Do you want to give users a private area to share information based on a role they have been assigned?</p>
<p>…this plugin allows you to quickly create a custom post type for user roles.  This allows users, with a specific role, the ability to create and edit their own ‘help notes’ providing a private set of notes for use.  It can be used for anything else that fits with that role ( e.g. creating and sharing ideas within teams, minutes-of-meetings, formal notes… etc.).</p>
<p>To add new roles to the basic WordPress roles (Administrator, Editor, Subscriber ..etc ) you will need to use another plugin refer to <a href="https://codex.wordpress.org/Roles_and_Capabilities#Resources" rel="nofollow ugc">Roles_and_Capabilities</a> and Resources.. Plugins.  You can then use one of these plugins ( e.g. <a href="https://wordpress.org/extend/plugins/user-role-editor/" title="User Role Editor" rel="ugc">User Role Editor</a> ) to allocate users to multiple roles.</p>
<p>So if you want to quickly give a group a private area to share and post ideas/notes ..<br />
1. Create a new role.<br />
2. Add users to the role.<br />
3. Enable the Help Notes from the settings.</p>
<p>A global ‘General Help Notes’ type is also available which is not tided to a specific role, this has the same access/capabilities as the standard WordPress ‘post’ type for write access.  Unlike the other Help Notes the General Type is public to read, you can see an example over at an <a href="https://justinandco.com/plugins/help-notes/" rel="nofollow ugc">example content page</a>.</p>
<p>There is a widget available to list all users with access to the current Help Note type on display. The user display_name is shown and can be selected by each user within their own profile.</p>
<p>Extensions:</p>
<p>If you select the options for extending functionality through other plugins the following are available for ease of installing..</p>
<p>Admin side Plugins..</p>
<ul>
<li><a href="https://wordpress.org/plugins/role-includer/" rel="ugc">Role Includer</a> simple interface to handle multiple roles with users.  If you wish to hide/mask-out a particular role from “staff” ( such as “Administrator” ) so that staff cannot allocate the higher access level then you can exclude higher roles by using the <a href="https://justinandco.com/plugins/downloads/role-excluder/" rel="nofollow ugc">“Role Excluder”</a> plugin.</li>
<li><a href="https://wordpress.org/plugins/email-users/" rel="ugc">Email Users</a> allows users within a Help Note group/role to email others.</li>
<li><a href="https://wordpress.org/plugins/user-switching/" rel="ugc">User Switching</a> great tool for admins to switch to test any users access/capability.</li>
<li><a href="https://wordpress.org/plugins/simple-page-ordering/" rel="ugc">Simple Page Ordering</a> for easing re-ordering of Help Notes.</li>
<li><a href="https://wordpress.org/plugins/post-type-switcher" rel="ugc">Post Type Switcher</a> allows users with two or more roles to change the role assigned to a help note, useful if you created a Help Note under the wrong role.</li>
<li><a href="https://wordpress.org/plugins/pixabay-images/" rel="ugc">Pixabay Images</a> provides a quick method for all enabled roles within Help Notes to upload Public Domain images.</li>
</ul>
<p>Front End Plugins..</p>
<ul>
<li><a href="https://wordpress.org/plugins/simple-footnotes/" rel="ugc">Simple FootNotes</a> by <a href="https://profiles.wordpress.org/nacin/" rel="nofollow ugc">Andrew Nacin</a> to add a footnote shortcode [ref][/ref].</li>
<li><a href="https://wordpress.org/plugins/tabby-responsive-tabs/" rel="ugc">Tabby Response Tabs</a> by <a href="https://profiles.wordpress.org/numeeja/" rel="nofollow ugc">cubecolour</a> to add a tabbed effect to you contents page.</li>
<li><a href="https://wordpress.org/plugins/disable-comments/" rel="ugc">disable_comments</a> by <a href="https://profiles.wordpress.org/solarissmoke/" rel="nofollow ugc">solarissmoke</a> allows you to easily remove comments from ‘Help Note’ use.</li>
<li><a href="https://wordpress.org/plugins/menu-items-visibility-control/" rel="ugc">Menu Item Visibility Control</a> plugin by <a href="https://profiles.wordpress.org/shazdeh/" rel="nofollow ugc">shazdeh</a> to add/hide ‘Help Notes’ to your menus.</li>
</ul>
<h4>Plugin site</h4>
<p><a href="https://justinandco.com/plugins/role-based-help-notes/" rel="nofollow ugc">https://justinandco.com/plugins/role-based-help-notes/</a></p>
<h4>GitHub – Development</h4>
<p><a href="https://github.com/justinticktock/role-based-help-notes" rel="nofollow ugc">https://github.com/justinticktock/role-based-help-notes</a></p>


Role Based Help Notes

Using this on a WooCommerce site. Works like a charm. Great plugin.

Works great with WooCommerce

Help Notes/Posts private to assigned users of a WordPress role.

<p>There are lots of plugins to handle roles and capabilities, however, none provide one simple interface for allocating multiple roles to a user.</p>
<p>This plugin expects the complexity of capabilities to be handled by the Administrator through another plugin, I’m not reproducing what is already available.  What ‘Role Includer’ allows is for any user with the ‘promote_users’ capability a simple way to handle allocation of roles and only that.</p>
<p>So by simply creating a new role, for example “staff” and adding the ‘promote_users’ capability to this role, all staff members will be able to handle role assignment.</p>
<p>If you wish to hide/mask-out a particular role from “staff” ( such as “Administrator” ) so that staff cannot allocate the higher access level then you can exclude higher roles by using the “Role Excluder” plugin available over at <a href="https://justinandco.com/plugins/" rel="nofollow ugc">justinandco.com</a></p>
<h4>Plugin site</h4>
<p>http://justinandco.com/plugins/role-includer/</p>
<h4>GitHub – Development</h4>
<p>https://github.com/justinticktock/role-includer</p>


Role Includer

This plugin gets the job done. I'm using it in combination with Ultimate Member, one of those free all-in-one plugins that markets itself as the #1 user profile and membership plugin.

However, Ultimate Member doesn't have the ability to assign multiple roles to a single user and it doesn't look like they're going to add it (see this ticket from August 2017). I didn't want another bloated membership plugin because I put all my eggs in this basket, and the client's project I'm working on has a quick approaching deadline.

This small little utility plugin came to my rescue and is perfect for just adding in this snippet of much-needed functionality. Thank YOU!

Lightweight and Compatible with Ultimate Member

Simple settings page to allocate multiple roles to a user.

Role Based Help Notes vs Role Includer