Roles for Membership Levels

After activating the plugin, a new custom role will be added for each membership level on your site. The custom roles will be set to have a display_name as the membership level’s name and the role as pmpro_role_x, where x is the membership level’s ID.

The plugin will automatically create a new role for every existing or newly added membership level. The custom roles created by this plugin have the same basic capabilities as the “subscriber” role. You can adjust the custom role capabilities using the method outlined below.

• New members will have their role set after completing checkout.
• All existing members will keep their previous role. You will need to perform a custom database query to bulk update the roles for existing members, if desired.
• When user’s membership is cancelled or removed, the custom roles assigned for their previous level will be removed and the site default role will be assigned. You can adjust your site default role under Settings > General in the WordPress admin.

Installation

You must have the Paid Memberships Pro plugin installed and activated to use this Add On.

1. Navigate to Memberships > Add Ons in the WordPress admin.
2. Locate the Add On and click “Install Now”.
   • Or, to install this plugin manually, download the .zip file above.
   • Upload the compressed directory (.zip) via the Plugins > Add New > Upload Plugin screen in the WordPress admin.
3.  Activate the plugin through the Plugins screen in the WordPress admin.

Settings

1. Navigate to Memberships > Settings > Memberships Levels > Edit Level in the WordPress admin.
2. Locate the “Role Settings” section.
3. Check the boxes for one or more custom roles to be assigned to the membership level.
4. Save settings.
5. New members of this level will have the custom role as defined in this setting. Existing members will not have their role adjusted.

Video Demo

Custom Role Capabilities

Custom role capabilities are equivalent to WordPress subscriber role capabilities. You can adjust the role’s capabilities using the pmpro_roles_default_caps filter in a custom function. For more information on WordPress Roles and Capabilities, see this article from WordPress.org.

You can also use a plugin like User Role Editor to add or remove custom capabilities via a settings page in the WordPress dashboard. Below is a screenshot of editing a custom role created with this Add On within the User Role Editor settings page.

Removing the Add On

If you no longer want to use this plugin, click the “Delete and Deactivate” link in the plugin’s action links on the Plugins page in the WordPress dashboard. This will update all users with a custom membership role and set their “role” back to the WordPress “subscriber” default.

Action and Filter Hooks

The following actions and filters are available in this Add On:

do_action( 'pmpro_roles_delete_membership_level', $delete_id );

do_action( 'pmpro_roles_after_role_change', $user, $old_user_levels, $old_roles, $new_roles );

apply_filters( 'pmpro_roles_downgraded_role', get_option( 'default_role' ) );

apply_filters( 'pmpro_roles_exclude_other_pmpro_roles', true, $level_id );

apply_filters( 'pmpro_roles_hide_admin_role', true, $edit_level );

apply_filters( 'pmpro_roles_default_caps', $capabilities );

Based on the original PMPro Roles plugin by Josh Levinson in 2013.