How to Create New Users and User Roles?

Creating New Users and User Roles

Here’s a detailed guide on adding new user roles using Smart Customer Manager for WooCommerce:

Install and Activate the Plugin:

Start by installing and activating the Smart Customer Manager for WooCommerce plugin. This powerful tool will equip you with the necessary features to manage users and user roles with ease.

Navigate to User Role Management:

Once the plugin is activated, head over to WooCommerce > Customer Manager > Add User Role. This is where you’ll embark on the journey of creating custom user roles tailored to your specific requirements.

Exploring Existing User Roles:

Upon accessing the Add User Role section, you’ll encounter a log showcasing all existing user roles. Take a moment to familiarize yourself with the current roles available within your WooCommerce ecosystem.

Crafting a New User Role:

To introduce a new user role, simply click on the “Create User Role” button. A new popup window will emerge, ushering you into the realm of role customization.

Providing Role Details:

In the popup window, you’ll be prompted to furnish essential details for the new user role:

  • Select User Role Name: Embark on this creative journey by crafting a unique name for the user role. Ensure that the name reflects the purpose and responsibilities associated with the role.
  • Select User Role Key: Delve into the realm of uniqueness by assigning a distinct key to the user role. This key serves as an internal identifier within WordPress.
  • Capabilities Type Dropdown: Embrace flexibility by choosing the type of capabilities for the user role. You’ll have two options to explore:
    • Copy User Role Capabilities: Embark on a journey of inspiration by selecting an existing user role from the dropdown. This option is ideal for inheriting similar permissions from an existing role.
    • Add Custom Capabilities: Embrace creativity by defining custom capabilities tailored to the unique needs of your WooCommerce ecosystem. Specify the desired capabilities to sculpt a role that aligns perfectly with your vision.

Defining Custom Capabilities:

  • If you choose to add custom capabilities, you’ll have the flexibility to specify the exact permissions and access levels for the new user role. This enables you to finely tune the role’s capabilities to suit your site’s needs.

Saving the New User Role:

  • Once you’ve provided all the necessary details for the new user role, click on the “Create” button to finalize the creation process.
  • The new user role will be added to your WooCommerce store, and users can be assigned to this role as needed.

By adding new user roles, you can effectively manage permissions and access levels for different types of users on your WooCommerce site, ensuring a customized and secure user experience.