How to add Civicrm Wp Member Sync in Wordpress

Keep WordPress users in sync with CiviCRM memberships by granting either a role or capabilities to users with that membership. Wordpress Tutorial

Noted That:

To install correctly this civicrm-wp-member-sync.zip .
Fisrt Download the civicrm-wp-member-sync.zip to your computer
Extract/Open civicrm-wp-member-sync.zip to Your Computer.
Then, Find readme.txt file inside civicrm-wp-member-sync.zip and Open readme.txt .
Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
Then, Follow the Tips Below.

Start the Tips:

1. First Download " civicrm-wp-member-sync.zip " Plugin to your Local Computer. (Click Download)

2. Then, Login to your " yourdomain.com/wp-admin " Dashboard.

3. Then, Click on " Plugins " + " Add New " from left sidemenu of Dashboard.

4. Now, Click on "Upload Plugin" button.

5. Now, Browse " civicrm-wp-member-sync.zip " Downloaded plugin from your computer, Where you downloaded civicrm-wp-member-sync.zip According to Step – 1 Above then, click on " Install Now"

6. Now, Click on " Active Plugin"

7. Then, See left sidemenu. " CiviCRM WordPress Member Sync " folder is added on left sidemenu. Now, Click on " CiviCRM WordPress Member Sync " folder.

Noted that: If you do not see " CiviCRM WordPress Member Sync " folder on left sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about CiviCRM WordPress Member Sync Configurtions and Settings or How to work " CiviCRM WordPress Member Sync " in your WordPress site.

After Activated Plugin According to Step-6 then,

Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
or Direct go to: https://yourdomain/wp-admin/plugins.php
Then, Find " CiviCRM WordPress Member Sync " Activated Plugin from Plugin List.
Then, Click on " Settings " from Plugin that is CiviCRM WordPress Member Sync
Now, Edit/Add/Config the setting and Click on " Save Changes " button,

Guide

Guide
Extract the plugin archive Upload plugin files to your `/wp-content/plugins/` directory Make sure CiviCRM is activated and properly configured Activate the plugin through the ‘Plugins’ menu in WordPress The first thing to decide is whether you want CiviCRM WordPress Member Sync to synchronize CiviCRM Memberships to WordPress Roles or WordPress Capabilities. If, for example, you need your WordPress user roles to be independent of membership status, then choose Capabilities. The default synchronisation method is Capabilities, because WordPress has limited support for multiple roles. New in version 0.4.2 If you have a large number of Membership Types, you can add the following code to your `wp-config.php` file: `define( 'CIVI_WP_MEMBER_SYNC_MULTIPLE', true );` This will allow you to select multiple Membership Types when adding an Association Rule. When saved, one Rule will be created for each of the selected Membership Types. This could save a lot of time in setting up your Association Rules. Thanks to Foxpress Design for funding this upgrade. Note: Since version 0.4.4 it is not necessary to set this constant because this time-saving feature is now the default. Working with Capabilities Visit the plugin’s admin page at “Settings” –> “CiviCRM WordPress Member Sync”. Select “Capabilities” as the sync method Click on “Add Association Rule” to create a rule. You will need to create a rule for every CiviCRM membership type you would like to synchronize. For every membership type, you will need to determine the CiviMember states that define the member as “current” thereby granting them the appropriate WordPress capabilities. It is most common to define “New”, “Current” and “Grace” as current. Similarly, select which states represent the “expired” status thereby removing the WordPress capabilities from the user. It is most common to define “Expired”, “Pending”, “Cancelled” and “Deceased” as the expired status. “Current Status” adds a “Membership Capability” to the WordPress user, while “Expired Status” removes the “Membership Capability” from the WordPress user. This capability will be of the form “civimember_ID”, where “ID” is the numeric ID of the Membership Type. So, for Membership Type 2, the capability will be “civimember_2”. Note: If you have the “ Groups ” plugin active, then all “civimember_ID” capabilities will be added to its custom capabilities as well as to the list of capabilities used to enforce read access on posts. If you have Groups 2.8.0 or greater installed, then you will have the option to specify one or more “current” and “expired” groups to which users will be synced depending on whether their membership is “current” or “expired”. Note: If you have the “ Members ” plugin active, then the “restrict_content” capability will also be added. An additional “Membership Status Capability” will also be added to the WordPress user that is tied to the status of their membership. This capability will be of the form “civimember_ID_NUM”, where “ID” is the numeric ID of the Membership Type and “NUM” is the numeric ID of the “Membership Status”. So, for Membership Type 2 with Membership Status 4, the capability will be “civimember_2_4”. Working with Roles Visit the plugin’s admin page at “Settings” –> “CiviCRM WordPress Member Sync”. Select “Roles” as the sync method Click on “Add Association Rule” to create a rule. You will need to create a rule for every CiviCRM membership type you would like to synchronize. For every membership type, you will need to determine the CiviMember states that define the member as “current” thereby granting them the appropriate WordPress role. It is most common to define “New”, “Current” and “Grace” as current. Similarly, select which states represent the “expired” status thereby removing the WordPress role from the user. It is most common to define “Expired”, “Pending”, “Cancelled” and “Deceased” as the expired status. With ‘roles’ as your synchronization method, also set the role to be assigned if the membership has expired in “Expiry Role”. This is not needed when working with Capabilities. It may sometimes be necessary to manually synchronize users. Click on the “Manually Synchronize” tab on the admin page to do so. You will want to use this when you initially configure this plugin to synchronize your existing users. Note: If you have the “ Groups ” plugin activated and it is version 2.8.0 or greater, then you will have the option to specify one or more “current” and “expired” groups to which users will be synced depending on whether their membership is “current” or “expired”. Manual Synchronize It may sometimes be necessary to manually synchronize users. Click on the “Manually Synchronize” tab on the admin page to do so. You will want to use this when you initially configure this plugin to synchronize your existing users. Test Test Test Note: Be sure to test this plugin thoroughly before using it in a production environment. At minimum, you should log in as a test user to ensure you have been granted the appropriate role or capabilities when that user is given membership. Then take away the membership for the user in their CiviCRM record, log back in as the test user, and make sure you no longer have that role or those capabilities.

Extract the plugin archive
Upload plugin files to your /wp-content/plugins/ directory
Make sure CiviCRM is activated and properly configured
Activate the plugin through the ‘Plugins’ menu in WordPress

The first thing to decide is whether you want CiviCRM WordPress Member Sync to synchronize CiviCRM Memberships to WordPress Roles or WordPress Capabilities. If, for example, you need your WordPress user roles to be independent of membership status, then choose Capabilities. The default synchronisation method is Capabilities, because WordPress has limited support for multiple roles.

New in version 0.4.2

If you have a large number of Membership Types, you can add the following code to your wp-config.php file:


define( 'CIVI_WP_MEMBER_SYNC_MULTIPLE', true );

This will allow you to select multiple Membership Types when adding an Association Rule. When saved, one Rule will be created for each of the selected Membership Types. This could save a lot of time in setting up your Association Rules. Thanks to Foxpress Design for funding this upgrade.

Note: Since version 0.4.4 it is not necessary to set this constant because this time-saving feature is now the default.

Working with Capabilities

Visit the plugin’s admin page at “Settings” –> “CiviCRM WordPress Member Sync”.
Select “Capabilities” as the sync method
Click on “Add Association Rule” to create a rule. You will need to create a rule for every CiviCRM membership type you would like to synchronize. For every membership type, you will need to determine the CiviMember states that define the member as “current” thereby granting them the appropriate WordPress capabilities. It is most common to define “New”, “Current” and “Grace” as current. Similarly, select which states represent the “expired” status thereby removing the WordPress capabilities from the user. It is most common to define “Expired”, “Pending”, “Cancelled” and “Deceased” as the expired status.
“Current Status” adds a “Membership Capability” to the WordPress user, while “Expired Status” removes the “Membership Capability” from the WordPress user. This capability will be of the form “civimember_ID”, where “ID” is the numeric ID of the Membership Type. So, for Membership Type 2, the capability will be “civimember_2”.
Note: If you have the “ Groups ” plugin active, then all “civimember_ID” capabilities will be added to its custom capabilities as well as to the list of capabilities used to enforce read access on posts. If you have Groups 2.8.0 or greater installed, then you will have the option to specify one or more “current” and “expired” groups to which users will be synced depending on whether their membership is “current” or “expired”.
Note: If you have the “ Members ” plugin active, then the “restrict_content” capability will also be added.
An additional “Membership Status Capability” will also be added to the WordPress user that is tied to the status of their membership. This capability will be of the form “civimember_ID_NUM”, where “ID” is the numeric ID of the Membership Type and “NUM” is the numeric ID of the “Membership Status”. So, for Membership Type 2 with Membership Status 4, the capability will be “civimember_2_4”.

Working with Roles

Visit the plugin’s admin page at “Settings” –> “CiviCRM WordPress Member Sync”.
Select “Roles” as the sync method
Click on “Add Association Rule” to create a rule. You will need to create a rule for every CiviCRM membership type you would like to synchronize. For every membership type, you will need to determine the CiviMember states that define the member as “current” thereby granting them the appropriate WordPress role. It is most common to define “New”, “Current” and “Grace” as current. Similarly, select which states represent the “expired” status thereby removing the WordPress role from the user. It is most common to define “Expired”, “Pending”, “Cancelled” and “Deceased” as the expired status. With ‘roles’ as your synchronization method, also set the role to be assigned if the membership has expired in “Expiry Role”. This is not needed when working with Capabilities.
It may sometimes be necessary to manually synchronize users. Click on the “Manually Synchronize” tab on the admin page to do so. You will want to use this when you initially configure this plugin to synchronize your existing users.
Note: If you have the “ Groups ” plugin activated and it is version 2.8.0 or greater, then you will have the option to specify one or more “current” and “expired” groups to which users will be synced depending on whether their membership is “current” or “expired”.

Manual Synchronize

It may sometimes be necessary to manually synchronize users. Click on the “Manually Synchronize” tab on the admin page to do so. You will want to use this when you initially configure this plugin to synchronize your existing users.

Test Test Test

Note: Be sure to test this plugin thoroughly before using it in a production environment. At minimum, you should log in as a test user to ensure you have been granted the appropriate role or capabilities when that user is given membership. Then take away the membership for the user in their CiviCRM record, log back in as the test user, and make sure you no longer have that role or those capabilities.

users , keep , sync , civicrm , memberships , granting , either , role , capabilities , membership ,

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