[Resolved] Manually validate user registration FIRST | assign appropriate user role

[Author]

Posts

[matthiasV-2]

Is there a way to FIRST Manually validate a user registration?
This means: user registers > admin gets an e-mail notification & whether or not validates > user gets an e-mail notification whether or not the registration has been accepted.

Also,
When creating an account we can only assign 1 user role to it, although we have multiple account types possible (koper, verkoper, bouwprofessional, vastgoedprofessional,...). We've allready created those different user roles. Is there a way to assign the appropriate user role to each registration?

New threads created by Christian Cox and linked to this one are listed below:

https://toolset.com/forums/topic/assign-appropriate-user-role-when-registering-with-forms/

[Christian Cox]

Is there a way to FIRST Manually validate a user registration?
It sounds like you want to create an approval workflow process for managing user registration with Forms. There is nothing exactly like this built-in to recent versions of WordPress. User accounts are created and active upon registration by default, and there is no built-in status or designation to indicate a "pending" or "inactive" account. You have two main options for indicating whether or not a User account is "Pending Approval".

Option A: User Roles
One solution uses a custom User Role to designate a pending account. Use Toolset Access to create a custom role "Pending Approval" or something similar. Configure the New User Form so that it will create users in the Pending Approval role (screenshot attached). You could then use Access Controls to restrict access to the site as needed for all Users in the Pending Approval role. The site administrator can edit each User and manually change their role in wp-admin upon approval of the User account.

Option B: Custom Field values
Another solution uses a custom field in the User Profile to indicate the status of their account. Use the default value option in that custom field to designate all new accounts as "pending". You could then use Toolset's conditionals system to show and hide content on the front-end of the site based on the current User's registration custom field value. The site admin can edit each User and manually change the custom field value upon approval of the User account.

This means: user registers > admin gets an e-mail notification & whether or not validates > user gets an e-mail notification whether or not the registration has been accepted.
Toolset's automatic email notifications for User Forms can be triggered in these three ways:
1. When a new User is created by submitting a New User Form
2. When an existing User is modified by submitting an Edit User Form
3. When custom field(s) in the User profile are modified

Whatever validation process you choose to implement must include one of those 3 actions if you want to send an automatic email notification to the User.

Let me know if you have questions about this. I've split the question about role assignment into a separate ticket. Let us please focus on the User Registration workflow here, and focus on role assignment there: https://toolset.com/forums/topic/assign-appropriate-user-role-when-registering-with-forms/

[matthiasV-2]

My issue is not yet resolved.