Quick Start Guide

Options

The plugin’s main options tab contains the basic default settings for the operation of the plugin.  The first section of the main options is Manage Options and it is divided into four sections:

  1. Content
  2. Other Settings
  3. Pages
  4. Stylesheet
  5. The second section after Manage Options is for selecting any Custom Post Types to be managed by the plugin.

Content

This section handles content blocking settings and how that will be displayed.  There will be a setting for each post type that the plugin is set to handle.  By default this will be Posts and Pages.  However, if custom post types are identified in the Custom Post Types section, those will be added here.

(Keep in mind that not all CPTs function the same, and not all of them behave exactly like posts.  Some CPTs may work well with standard WP-Members settings in the Options tab where others may require special handling.)

Content Blocking

This determines the default setting for each post type.  Settings are “block” or “do not block”.  As a default setting, any post of the identified post type will receive this handling if it does not have a specific setting at the post level (set in the post editor window).  [See Managing Content for indepth information on blocking posts and pages.]

Show Excerpts

This will show any excerpt before the auto excerpt or “read more” tag on a protected post type when the user is not logged in.  Note that this is specifically for the single post view and does not effect post summary pages such as archives or search results. [See Managing Content > Show Excerpts]

Show Login Form / Show Registration Form

By default, the plugin will display a login and registration form in the place of blocked content.  Whether these display or not by default can be managed by post type with these two settings. The default setting at install will display both login and registration on blocked posts and pages instead of the content.

Auto Excerpt

This setting allows you to automatically define an excerpt for each post type.  When used, the use of the “read more” tag is not necessary, although if the tag is used, the excerpt will take a defined excerpt as priority over the automatic one.

This setting makes it easy to get up and running, especially on a site that already has existing content to be blocked.  This way you do not need to go through every post and set a “read more” tag.

It is important to note that the length of the Auto Excerpt INCLUDES any additional content in the content that might not show to a user, such as the HTML tags associated with images.  If you have an image in the excerpt, all of the tags will be counted as part of the word count.  It’s not a major deal – just make sure you account for this when setting the length.

Other Settings

This section of settings handles some generic settings such as notifying the admin of new registrations, setting admin approval (moderated registration), and use of CAPTCHA.

Notify Admin

This should be self explanatory.  When turned on, the admin will receive an email notification for any new registrations. This is especially helpful when Moderate Registration is turned on.  By default, mail is sent to the admin address specified for the blog found under General > Settings.  If that notification needs to be sent to someone other than the default admin address, or needs to be sent to multiple address, that can be changed with the wpmem_notify_addr filter.

Moderate Registration

If you wish to approve a registration manually prior to allowing them access to the site, turn on Moderate Registration.  With this turned on, any new users must be approved by a site admin prior to receiving access.  Users can be approved individually via the user detail page. This can be access via WP’s admin menu Users > Users or the plugin’s bulk user management screen under Users > WP-Members™.  [See Registration > Moderating Registration for more information]

Ignore Warning Messages

WP-Members™ has a number of warning messages that it will display in the WP Admin Panel.  Some of these are for WP settings conflicts and others are specific to the plugin.  You can turn the warning messages off with this toggle.

Attribution

This enables display of a “powered by WP-Members” tag at the end of the registration form.  This is a freely available plugin that is supported solely by users who purchase a support subscription.  If you use the plugin and find it useful, please consider adding the attribution link.

Enable CAPTCHA

Turning this on will include a CAPTCHA in the registration process.  WP-Members™ supports reCAPTCHA version 1 and 2 as well as Really Simple CAPTCHA.  reCAPTCHA requires an API key. Really Simple CAPTCHA requires that the Really Simple CAPTCHA plugin be installed as well.  Please note that while the plugin supports reCAPTCHA version 1, its use has been deprecated by Google and it is only maintained here for legacy purposes (people who have not updated).  New installations should only use version 2.  [See Registration > Using reCAPTCHA]

Note: CAPTCHA is not supported by default on the login forms. If you use a plugin that adds a CAPTCHA to the wp-login.php form, you will need to address that.  If you want to add reCAPTCHA or Really Simple CAPTCHA to the login form, that can be added in using the wpmem_login_form_rows filter and authenticated with the wp_authenticate_user filter (subscriber content examples for reCAPTCHA and Really Simple CAPTCHA).

Pages

This section identifies certain specific pages that can optionally be set up.  These are optional, although recommended.  Keep in mind that these settings merely identify the location of the page so that the proper link can be generated.  These settings DO NOT create the pages or add the specific shortcodes used.  That is up to the user to set up so that you can have them configured the way that you want them and avoids the unpleasant possibility of overwriting something on a page you created that you did not intend to use for this purpose.

Each of the three settings operates the same way using a dropdown selection.

No setting is selected by default.
If a page is set up with the plugin’s shortcode for this page, it can be selected in the dropdown list.
If some outside process is needed/desired for these, a custom URL can be identified by selecting “use custom URL below” from the dropdown selector (see image example).
Login Page

Identifies the location of a specific login page.  The basic install does not make use of this setting, but it may be desired for certain customizations (its location can be retrieved with the API function wpmem_login_url()).  Some of the plugin’s extensions utilize this setting, most specifically the Advanced Options extension.  

Register Page URL

Establishes a page specifically for registration. Specifying the URL of your optional Register Page in this field will cause the plugin to add a Register Link to the login form in both the main content area and the sidebar widget.  The page location can be retrieved with the API function wpmem_register_url(). 

User Profile URL

The User Profile Area is where users on the front end can update their password and registration information.  The Lost Password Reset feature is also maintained on this page.  Specifying the URL of your optional User Profile in this field will cause the plugin to add a Forgot Password Link to the login form in both the main content area and the sidebar widget. Its location can be retrieved by the API function wpmem_profile_url(). 

Stylesheet

WP-Members offers a dropdown selector for choosing from the installed stylesheets.  The dropdown selector is extensible for developers and admins that want to include additional stylesheets.  The wpmem_admin_style_list filter allows you to add additional stylesheets to the list.

Stylesheet Selector

The plugin will install with the current default stylesheet selected.  You can select from the pre-installed stylesheets by choosing from the list.

Keep in mind, these are pre-made and may or may not work well with your current theme.  In order to best integrate with your theme, it is highly recommended that you develop a custom stylesheet.  If a custom stylesheet is used, you can identify its location by selecting “use custom url below” in the stylesheet selector upon which the Custom Stylesheet input field will display.

Additional stylesheets can be added to the dropdown selector with the wpmem_admin_style_list filter.

Custom Stylesheet

If “use custom url below” is selected in the stylesheet selector, this field will display.  Enter the FULL PATH to the location of your stylesheet.  Test this path in your browser.  If it cannot display when directly browsed to, it will not load when a page loads.  [See Customizing Forms]

Custom Post Types

The plugin can be configured to handle Custom Post Types by identifying the CPT to the plugin.  This will add the CPT to the plugin’s main Content settings.

Keep in mind that every CPT is different – they are by nature “custom” and not all CPT will behave in a manner that allows WP-Members to handle it the same as a regular post or page.  So selecting a CPT to be handled by the plugin does not guarantee that it will be blocked.  It will depend entirely on the given CPT.  It is for this reason that CPTs are not automatically added to the settings, since we cannot assume that a given CPT will be able to be handled directly by the plugin.

For each CPT, there will be a checkbox option to add it to the WP-Members settings.  Any CPTs selected will be added to the settings for the main Content settings.  Select the CPTs to add and save your changes.

Original post: https://rocketgeek.com/plugins/wp-members/quick-start-guide/

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