[Résolu] changing membership platform over to toolset access

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[Jas]

Hey there,

I'm assuming that if I want to switch from my current membership platform, Ultimate Members, to Access, that there is no other way to do this except to inform my subscribers that they must re-register using a new toolset access form. Correct? (Just want to make sure there is no way to migrate them over somehow).

[Nigel]

Hi there

I'm not familiar with how Ultimate Members, but I would expect that your users have registered as normal WordPress users but perhaps with a custom role created by the membership plugin.

If that's the case were you to de-activate the plugin the users would still have accounts, though WordPress wouldn't recognise their roles.

I suspect you should be able to use Access to create a custom role with the same name and with the capabilities you require and your users would be able to log in as normal.

There may be much more to the switch than that, depending on if you want them to retain their content, and what that content is, how they publish it etc.

I suggest you take a look at the membership site tutorial—and the accompanying reference site—to see what is involved with a membership site using Toolset, so you can think about the specifics of what you currently have and how to reproduce it with Toolset. You'll need a test site where you can use trial and error to see if things work as expected.

If you have problems reproducing the role created by your membership plugin, you could create a new role with Access and switch the role of all of your users using a plugin such as https://wordpress.org/plugins/bulk-role-change/

[Jas]

Yay, that makes sense. I'm seeing a lot of documentation about restricting the content of specific pages or groups of pages, but what if I want to easily make the whole site restricted initially just as I finish building the site and while it's being tested ? (as I can easily do with Ultimate members plugin, but want to switch from that to Access by Toolset). So whenever someone testing the site enters my website domain into url, they are immediately taken to the login/registration page and then I approve them before they get access. and then upon login, they are redirected back to the homepage.
Thanks Nigel!

[Nigel]

For that you would need to bring each post type under Access control, including pages, and disallow guest access to those posts.

You would then set what such users would see instead: https://toolset.com/documentation/user-guides/setting-access-control/#choosing-what-to-display-when-read-access-is-denied

In your case you will want to display a template which contains a log-in form, and the settings for that form redirect to the homepage upon successful completion.

[Jas]

Thanks Nigel!