WP Customer Area is based on the WordPress system capabilities to fine-tune the permissions granted or not a particular role. This reference guide lists all the additional capabilities offered by WP Customer Area and its extensions.
To change them, go to Settings > Permissions of your WordPress administration. They are grouped by add-on and articulated around a common structure:
- back-office (in the WordPress admin panel) ;
- front-office (on the website itself) ;
- content management from the front-office (creation, removal, modification)
General settings
Back-office
| View the menu |
Show the Customer Area menu items in the main WordPress administration panel menu. |
| View someone else’s WP Customer Area (Switch users) |
When the WP Customer Area – Switch Users add-on is active, this will allow the current user to switch identity and view the Customer Area documents of another user. Typically, this is something we usually only enable for administrators. |
Conversations
Back-office
| List all conversations |
The user will be able to list conversations that he did not create. |
| Create / Edit conversations |
The user will be able to create new conversations or edit existing ones. Currently, conversations cannot be started from the back-office, this capability is not used. |
| Delete conversations |
The user will be able to delete existing conversations. |
| Access conversations |
The user will be able to view the menu items to list conversations. |
Front-office
| View any conversation |
The user will be able to list conversations that he did not create. |
| View conversations |
The user will be able to use the features of the WP Customer Area – Conversations add-on. |
| Reply to a conversation |
The user will be able to reply to a conversation. |
Content edition (from front-office)
| Select an owner (uses default else) |
The user will be able to select an owner. |
| Select a category (uses default else) |
The user will be able to select a category. |
Content creation (from front-office)
| Create content from front office |
The user will be able to create a conversation. |
| Bypass moderation (content is automatically published) |
The user will be able to override the moderation process: the conversation will be published as soon as it is online. Currently, moderation for conversations is not implemented, this capacity is not effective. |
Content update (from front-office)
| Update any content from front-office |
The user will be able to edit any conversation from the private site. |
| Update authored content |
The user will be able to edit a conversation from the private site. |
| Update owned content |
The user will be able to change a conversation that has been assigned to him. |
Content removal (from front-office)
| Delete any content from front-office |
The user will be able to delete any conversation from the private site. |
| Delete authored content |
The user will be able to delete a conversation from the private site. |
| Delete owned content |
The user will be able to remove one that has been assigned to her private conversation. |
User Groups
Back-office
| Create / Edit user groups |
The user will be able to create new groups or edit existing groups. |
| Delete user groups |
The user will be able to delete groups. |
| Access user groups |
The user will be able to view the menu items to list groups. |
| View the groups from a user profile |
The user will be able to view the groups from a user’s profile. |
| Edit the groups from a user profile |
The user will be able to add/remove groups from a user’s profile. |
Managed Groups
Back-office
| Create / Edit managed groups |
The user will be able to create new groups or edit existing groups. |
| Delete managed groups |
The user will be able to delete groups. |
| Access managed groups |
The user will be able to view the menu items to list groups. |
| View the groups from a user profile |
The user will be able to view the groups from a user’s profile. |
| Edit the groups from a user profile |
The user will be able to add/remove groups from a user’s profile. |
Projects
Back-office
| Create / Edit projects |
The user will be able to create or modify existing projects. |
| Delete projects |
The user will be able to delete projects. |
| Access projects |
The user will be able to view projects from the menu. |
| Manage statuses |
The user will be able to create project statuses. |
| Edit satuses |
The user will be able to change the statutes of the project. |
| Delete statuses |
The user will be able to remove the statutes of the project. |
| Assign statuses |
The user will be able to assign statuses project. |
Front-office
| View projects |
The user will be able to see projects. |
Tasks
Back-office
| List all lists |
The user will be able to view lists of tasks including those he did not create. |
| Access lists |
The user will be able to view tasks lists. |
| Create / Edit lists |
The user will be able to create or edit lists. |
| Delete lists |
The user will be able to delete lists. |
Front-office
| View task lists |
The user will be able to view lists. |
| View any task list |
The user will be able to view lists of tasks including those he did not create. |
| Manage tasks of any lists |
The user will be able to edit any lists. |
| Manage tasks of own lists |
The user will be able to modify its lists. |
| Manage tasks of assigned lists |
The user will be able to modify the tasks were assigned. |
| Check any task |
The user will be able to validate any task created. |
| Check tasks in own lists |
The user will be able to validate the tasks he created. |
| Check tasks in assigned lists |
The user will be able to validate the tasks assigned to it. |
Content edition (from front-office)
| Select an owner (uses default else) |
The user will be able to select an owner. |
| Select a category (uses default else) |
The user will be able to select a category. |
Content creation (from front-office)
| Create content from front office |
The user will be able to create a task. |
| Bypass moderation (content is automatically published) |
The user will be able to override the moderation process: the task will be published as soon as it is online. Currently, moderation for conversations is not implemented, this capacity is not effective. |
Content update (from front-office)
| Update any content from front-office |
The user will be able to edit any task from the private site. |
| Update authored content |
The user will be able to edit a task from the private site. |
| Update owned content |
The user will be able to change a task that has been assigned to him. |
Content removal (from front-office)
| Delete any content from front-office |
The user will be able to delete any task from the private site. |
| Delete authored content |
The user will be able to delete a task from the private site. |
| Delete owned content |
The user will be able to remove one that has been assigned to her private task. |
Private Pages
Back-office
- List all pages
|
The user will be able to view all private files, including those he did not create. |
| Create / Edit pages |
The user will be able to create new pages or edit existing ones. |
| Delete pages |
The user will be able to delete existing pages. |
| Access pages |
The user will be able to view the menu items to list pages. |
| Manage categories |
The user will be able to create page categories. |
| Edit categories |
The user will be able to edit page categories. |
| Delete categories |
The user will be able to delete page categories. |
| Assign categories |
The user will be able to assign page categories to pages. |
Front-office
| View private pages |
The user will be able to use the private pages features of the Customer Area. |
| View any private page |
The user will be able to list pages that he did not create. |
Content edition (from front-office)
| Select an owner (uses default else) |
The user will be able to select an owner. |
| Select a category (uses default else) |
The user will be able to select a category. |
Content creation (from front-office)
| Create content from front office |
The user will be able to create a page. |
| Bypass moderation (content is automatically published) |
The user will be able to skip the moderation process: the page will be published as soon as it is created, else the page is saved as a draft, an administrator will have to review it and then publish it so that the owner can see it in his customer area. |
Content update (from front-office)
| Update any content from front-office |
The user will be able to edit any file from the private site. |
| Update authored content |
The user will be able to edit a file from the private site. |
| Update owned content |
The user will be able to modify one that has been assigned to her private file. |
Content removal (from front-office)
| Delete any content from front-office |
The user will be able to delete any file from the private site. |
| Delete authored content |
The user will be able to delete a file from the private site. |
| Delete owned content |
The user will be able to remove one that has been assigned to her private file. |
Private files
Back-office
| List all files |
The user will be able to view all private files, including those he did not create. |
| Create / Edit files |
The user will be able to create or edit files private. |
| Delete files |
The user will be able to delete private files. |
| Access files |
The user will be able to access private files from the menu. |
| Manage categories |
The user will be able to create categories of files. |
| Edit categories |
The user will be able to edit file categories. |
| Delete categories |
The user will be able to delete file categories. |
| Assign categories |
The user will be able to assign categories of files to private files. |
Front-office
| View private files |
The user will be able to view private files in the customer area. |
| View any private file |
The user will be able to view all the private files of the customer area including those he did not create. |
Content edition (from front-office)
| Select an owner (uses default else) |
The user will be able to select an owner. |
| Select a category (uses default else) |
The user will be able to select a category. |
Content removal (from front-office)
| Delete any content from front-office |
The user will be able to delete any file from the private site. |
| Delete authored content |
The user will be able to delete a file from the private site. |
| Delete owned content |
The user will be able to remove one that has been assigned to her private file. |
Content creation (from front-office)
| Create content from front-office |
The user will be able to create a private file from the site. |
| Bypass moderation (content is automatically published) |
The user will be able to override the moderation process: the file will be published as soon as it went online unless it is saved as a draft (in which case the administrator will consider it before actual publication). |
Content update (from front-office)
| Update any content from front-office |
The user will be able to edit any file from the private site. |
| Update authored content |
The user will be able to edit a file from the private site. |
| Update owned content |
The user will be able to modify one that has been assigned to her private file. |
