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[Resolved] Toolset Access and roles permissions

This support ticket is created 3 years, 11 months ago. There's a good chance that you are reading advice that it now obsolete.

This is the technical support forum for Toolset - a suite of plugins for developing WordPress sites without writing PHP.

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Supporter timezone: America/New_York (GMT-04:00)

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#1908233

Hi,

I want to know how the default WP roles work with Access settings I have to set for user forms/post forms etc.
Another thing is how a custom role and the priviliges I choose ( one of the default WP roles or none ) work with Access and the user/post forms.

example

I create a custom role and do not copy any privilege for a default WP role. Will I have any issues with front end user/post forms? Do I need to set them somehow?

What happens when I use a default role? Do I need to take anything in to account for the front end user/post forms ?

Thanks

#1908293
Screen Shot 2021-01-17 at 11.43.46 AM.png
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Screen Shot 2021-01-17 at 11.43.35 AM.png

Hello, I can give you some general information and try to get your feedback for more specific details. In general, you can control Access to each Form, per User role, in Toolset > Access Controls > Toolset Forms tab. This page allows you to manage Form access for default roles as well as custom roles. You can manage each User Role's ability to perform the following tasks in Post Forms:
- Create posts using a Form
- Edit own posts using a Form
- Edit others' posts using a Form
- Delete own posts using Forms shortcodes
- Delete others' posts using Forms shortcodes
- Use any Media Library file when adding files in Forms
The default settings for default roles are shown in a screenshot here.

You can manage each User Role's ability to perform the following tasks in User Forms:
- Create a User using a Form
- Edit Own User profile using a Form
- Edit Others' User profile using a Form
The default settings for default roles are shown in a screenshot here.

You can also manage each User Role's capability "Use any Media Library file when adding files in Forms" in Relationships Forms. The default settings for default roles are shown in a screenshot here.

The default selections for each User Role depend on the capabilities and permissions inherited by that User Role in WordPress. For example, Authors have the ability to create posts in Forms by default, but Guests do not. Custom roles inherit some capabilities when you create them based on other roles, but it is not required to inherit any capabilities. If a custom role does not inherit capabilities from a default User Role, then by default they will have no permissions for creating posts or Users in Forms and you must enable those capabilities explicitly.

I hope this helps clarify things. Does this give you the information you need, or is there something specific you would like to know more about?

#1909589

Hi,

first thing, privileges === WP capabilities, right?
The default selections for each User Role depend on the capabilities and permissions inherited by that User Role in WordPress. For example, Authors have the ability to create posts in Forms by default, but Guests do not. Custom roles inherit some capabilities when you create them based on other roles, but it is not required to inherit any capabilities. If a custom role does not inherit capabilities from a default User Role, then by default they will have no permissions for creating posts or Users in Forms and you must enable those capabilities explicitly.

So If I have a custom role with no capabilities ( not based on any default WP role ) will the permissions I give to this user using Access work? Are they working independently from the WP capabilities?

#1909835

Shane
Supporter

Languages: English (English )

Timezone: America/Jamaica (GMT-05:00)

Hi Dimitris,

Christian is currently on holidays today but will be back tomorrow to continue assisting with this one.

Thanks,
Shane

#1910815

So If I have a custom role with no capabilities ( not based on any default WP role ) will the permissions I give to this user using Access work?
Yes, that is correct. The capabilities you assign with Access will work.

Are they working independently from the WP capabilities?
Access helps manage WP capabilities, I'm not really sure I understand what you mean by working independently from capabilities.

#1910963

Thank you, I think I got it

what about this?

first thing, privileges === WP capabilities, right?

#1912225

Essentially, yes. Access essentially gives you a graphic interface to manage WP capabilities.

#1920723

My issue is resolved now. Thank you!