Paid Memberships Pro – Add Member From Admin

Streamlining Membership Management with Paid Memberships Pro Add Member From Admin

The Paid Memberships Pro Add Member From Admin Add-On is a powerful tool for administrators and membership managers that simplifies the process of adding new users to a membership site. This feature allows authorized users to create a new account, assign appropriate membership levels, and optionally create an order—all in one seamless step.

Understanding the Basics of Adding Members

While the Add Member From Admin feature is beneficial, it is important to note that it does not facilitate charging members through the admin dashboard at this time. For site owners looking for flexibility, this tool is just one of many available to assist in the creation of users and members within your Paid Memberships Pro (PMPro) site. If you prefer alternative methods for adding or updating members, there are various options available that cater to different needs and preferences.

Installation Process

Before diving into the functionality of the Add Member feature, it’s crucial to ensure that you have the necessary prerequisites in place:

1. Install the Required Plugin: The Paid Memberships Pro plugin must be installed and activated on your WordPress site with a valid license for the Add-On to function correctly.

2. Navigate to Memberships > Add Ons in the WordPress admin area.

3. Identify the Add On and click on Install Now.
4. Alternatively, you can manually install the Add On by downloading the .zip file and uploading it via Plugins > Add New > Upload Plugin.
5. After installation, make sure to activate the plugin from the Plugins screen.

Setting Up the Add Member Feature

Once the plugin is activated, you’ll discover a new “Add Member” option under the “Memberships” section of your WordPress admin dashboard. The form you interact with includes several important fields necessary for member creation:

• User Account Information: This includes the email address, password (which can be entered or randomly generated), first name, last name, and user role.
• Membership Level: Choose from available membership levels tailored to the site’s offerings.
• Expiration Date: Note that the expiration date configured in the membership settings will not automatically populate in this form.
• Payment Information: Currently restricted to cash or check, the admin credit card processing feature is still under development.
• Order Total and Notes: You can specify details pertaining to the order.
• Existing filters that allow for additional fields in user registration will also be accessible in this section.

Adding a New Member Step-by-Step

To successfully add a new member, simply follow these structured steps:

1. Fill Out the Form: Input all required information under Memberships > Add Member.
2. Submission: After completing the form, submit it to activate the user account. The newly created account will be visible in the member list with the specified membership settings.
3. Order Creation: To finalize the setup, create an order for the new membership by navigating to Memberships > Orders. This step is crucial for completing the membership “checkout” process.
4. Updating Orders: If a member pays offline via check, you can record the transaction details by locating the corresponding order in the Memberships > Orders list, ensuring that everything remains organized and up to date.

Managing User Notes

As part of effective membership management, maintaining notes on each user can be invaluable, especially for personalized support. Here’s how to create and manage User Notes using the PMPro admin tools:

1. Access User Fields: Go to Memberships > Settings > User Fields in your WordPress admin panel.
2. Create a New Field: If you don’t yet have a group set up that excludes checkout display but shows on user profiles for administrators, create this new group. Ensure that the options for displaying fields at checkout are set to “No” and on user profiles to “Yes (only admins)”.
3. Field Configuration: Add a new field tailored for notes. Give it a label of your choice, name the field ‘user_notes’, and choose “Text Area” as the field type.
4. Save Your Settings: Finally, click on “Save All Settings” to ensure your changes are stored.

After these steps, you will have the option to view, add, or edit User Notes for members created through the Add Member From Admin feature, as well as for any other users you manage. To access these notes, navigate to Users > All Users, and select a user’s profile to edit.

Customization with Action and Filter Hooks

For developers or seasoned membership site owners, there are several action and filter hooks provided within this Add-On that enhance functionality and allow for customization based on specific triggers. Here are two primary hooks available:

• do_action( 'pmpro_add_member_fields', $user, $user_id );
• do_action( 'pmpro_add_member_added', $user_id, $user, $morder );

These hooks are instrumental in extending the capabilities of your membership management system, enabling you to tailor the membership experience according to your site’s unique requirements.

Advantages of the Paid Memberships Pro Add Member From Admin Feature

The addition of the Paid Memberships Pro Add Member From Admin functionality simplifies the process of member management within a WordPress site. With its intuitive interface and practical form, admins can efficiently oversee user registrations without encountering cumbersome steps or complications.

Instead of relying solely on users to register themselves through the website, administrators can take proactive control of user management. This capability is particularly advantageous in situations where members might have difficulty signing up or when an organization prefers to handle memberships directly for a personalized touch.

Moreover, the facility to create orders directly through the admin dashboard enhances administrative efficiency. By enabling an orderly, efficient process, administrators can streamline membership management practices, thereby improving the overall user experience.

Conclusion

In a nutshell, the Paid Memberships Pro Add Member From Admin feature presents a streamlined approach to member management within a WordPress environment. By integrating this Add-On, administrators gain enhanced control over user accounts, which ultimately contributes to a more organized and effective membership site. Whether it’s through the straightforward installation process, seamless setup, or powerful user note management, this feature stands out as a proficient solution for adding memberships efficiently. By embracing this tool, site administrators can focus their energies on growth and engagement rather than getting bogged down in administrative tasks.