Setting Up WooCommerce Choose User Role at Registration

Integrating and Personalizing User Roles at Registration

Configuring General Settings

To ensure the proper configuration of the WooCommerce Choose User Roles at Registration plugin, it is crucial to thoroughly review and adjust the settings in the following sections: General Settings, Custom Message Settings, and Email Settings.

The plugin’s “General Settings” section provides you with the following options:

• Enable User Role Selection: Mark this checkbox to enable user role selection at the registration page for your customers (Note: If you don’t want your customers to see the user role dropdown, leave this checkbox unchecked)
• User Role Field Label: Set the field label for the user role selection select box 
• Selected User Roles: Select the user roles you want to show in the user role drop-down. You can select from nine options:
  • Editor
  • Author
  • Contributor
  • Subscriber
  • Customer
  • Shop Manager
  • Wholesale
  • B2B
  • Retailer

Note: administrator role is restricted and cannot be included in the user role dropdown menu

• Allow User to Edit Role in My Account: With this option enabled, your customers can update user roles on the My Account page
• Allow User to Choose User Role on Checkout Create Account Section: A checkbox to allow your site’s guest users to select user roles during checkout (this feature is only available when the “Allow customers to create an account during checkout” setting is enabled)
• Select User Roles for Auto Approval: Here, you can choose the user roles you want to approve automatically. You can choose from nine different user roles:
  • Editor
  • Author
  • Contributor
  • Subscriber
  • Customer
  • Shop Manager
  • Wholesale
  • B2B
  • Retailer

• Click “Save Changes” when you are done

Applying Custom Message Settings

You can customize the following options in the Custom Message Settings:

• Pending User Role Message: Personalize a message that will be displayed to users when their user role request is in a pending state (use {current_role} and {requested_role} as variables)

• Decline User Role Message: Set the decline user role message. This message is displayed to users when admins decline their user role request (use {current_role} and {requested_role} as variables)

Click “Save Changes” when you are done

Managing Email Settings

1. Enable Admin Email Notification: Enable to allow admin to receive notifications regarding pending user role requests
   • Admin/Shop Manager Email Address: Enter the email address where the admin should receive the notifications (note: the default WordPress admin email address will be used if this field is left empty)
   • Email Subject: Specify the subject line for the email notification 
   • Email Heading: Choose a catchy, descriptive heading for the email
   • Email Text: Enter an email text that will be used when a pending user role notification is sent to the admin. Variables to use in email are {username}, {email}, {current_role}, {role_requested}. While customizing the email, you can also set text:
     • Formatting
     • Spacing
     • Alignment 

2. Enable Pending User Role Email Notification to User: Use this option to allow users to receive notifications about their pending user role requests
   • Email Subject: Specify the subject line for the email notification 
   • Email Heading: Choose a catchy, descriptive heading for the email
   • Email Text: Enter an email text that will be used when a pending user role notification is sent to the user. Variables to use in email are {username}, {email}, {current_role}, {role_requested}.While customizing the email, you can also set text:
     • Formatting
     • Spacing
     • Alignment 

3. Enable Approved User Role Email Notification to User: Enable/disable this option to allow or disallow users to receive notifications when their user role request is approved
   • Email Subject: Specify the subject line for the email notification 
   • Email Heading: Choose a catchy, descriptive heading for the email
   • Email Text: Enter an email text that will be used when a approved user role notification is sent to the admin. Variables to use in email are {username}, {email}, {current_role}, {role_requested}. While customizing the email, you can also set text:
     • Formatting
     • Spacing
     • Alignment 

4. Enable Decline User Role Email Notification to User: Enable decline user role notifications to users
   • Email Subject: Specify the subject line for the email notification 
   • Email Heading: Choose a catchy, descriptive heading for the email
   • Email Text: Enter an email text that will be used when a decline user role notification is sent to the user. Variables to use in email are {username}, {email}, {current_role}, {role_requested}. While customizing the email, you can also set text:
     • Formatting
     • Spacing
     • Alignment 

Click “Save Changes” when you are done