Site admins and users with the Membership Manager role have access to the “Membership” menu in the WordPress dashboard. This documentation covers the primary settings pages included in the core plugin that you will use to run your membership.

Membership Dashboard

From your WordPress Admin Dashboard navigate to Memberships > Dashboard to get an overview of your membership site.

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Members List

The Memberships > Members page in the WordPress admin displays a sortable report of your members. The list can be filtered in a few ways, including viewing All Members, for a specific Membership Level, or by membership status (cancelled, expired, or past members).

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Edit Member

The Edit Member screen provides a comprehensive overview of a single member. The CRM-like dashboard is your one-stop view of all associated member profile information, memberships, subscriptions, order history, custom profile fields, and more. Use this screen to update member information, including their memberships, subscriptions, and profile data. Below, we’ll break down the key panels (more…)

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Edit User Profile

PMPro adds a basic overview of the user’s Membership Levels to the core WordPress Edit User / Your Profile screen. From this screen, admins can get a high level overview of the user’s active memberships and subscriptions. Click through to the Edit Member screen to view more detailed information and take actions on the individual (more…)

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Orders

Navigate to Memberships > Orders to see all orders that have been generated for a new membership checkout or recurring payment received.

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Subscriptions

A subscription is an agreement with a customer to make payments at set intervals. A subscription is usually associated with a membership, though they are not the same thing. Subscriptions manage payments, whereas memberships manage the member’s access to restricted content.

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Reports

Four basic reports are included in your Paid Memberships Pro “Memberships” admin area. These reports highlight Sales and Revenue, Signups and Cancellations, Active Members by Level, as well as data for Member Visits, Views and Logins.

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Membership Levels

The Memberships > Settings > Level page in the WordPress admin allows you to create and edit the Membership Levels for your membership site.

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Exporting Members

Paid Memberships Pro makes it easy to export your members list to CSV, a format which can be easily searched, sorted, and filtered in Microsoft Excel or any other spreadsheet application.

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Pages

The Memberships > Settings > Page Settings admin page allows you to generate and manage all frontend pages needed for your Paid Memberships Pro site. In addition, any Add Ons that have a frontend page requirement are managed here.

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Discount Codes

Set up discount codes that completely override the membership level initial price, subscription, expiration, trial and more.

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Email Settings

The Memberships > Settings > Email Settings admin page allows you to control various settings related to emails sent by your Paid Memberships Pro site.

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Payment Gateway & SSL

The Memberships > Settings > Payment Settings admin page allows you to control the payment gateway settings for your Paid Memberships Pro site.

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Advanced Settings

The Memberships > Settings > Advanced Settings admin page allows you to control other customization settings for your Paid Memberships Pro site and any Add Ons that add their settings to this page.

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License

The Memberships > License page allows members to validate their license key and gain additional access. A license key unlocks the ability to install, activate, and update premium Add Ons in your membership site. License keys are only assigned to customers with an active paid membership. View current pricing »

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