Configuring Group Membership - YourMembers/yourmembers GitHub Wiki

Configuring Group Membership

Let's walk through the process of configuring your site to use Group Membership.

1. Create a Group Membership Package

Here we're going to create a new package to deal with Group Memberships specifically. In this case we're going to make the new package a free package and gift it to an existing user. The package could alternatively be a purchasable one and sold from your subscription options.

Navigate to YM --> Memberships --> Packages and click Add A New Package.

new_package

Once you reach the new package creation screen, give your new package a name and define its price, package type and duration.

new_package_2

Enter advanced mode and scroll to the bottom of the page. You'll find the Group Membership settings. First, set the number of child accounts that can be created by each parent account. In this case we'll use 5.

no_child_accts

By default, group membership packages will use Inherit Mode. This means that any child packages of this parent package will inherit the parent's permissions. If you wish to configure different permissions for the child accounts, uncheck inherit mode and choose your options.

Available Package Types refers to the number of separate types of accounts, constricted by the overall, permissible child accounts setting (in our case 5).

Available Packages will show all your site's packages. Your parent package can place the child package on any of these available packages. This includes our newly created Group Membership package. Whilst selecting this package is allowed, beware that you could create an infinite cascade of child packages, so use with caution.

create_memberships3

Once you finished configuring the parent package, save the settings and you will see that the new package apears in your packages list:

new_package_4

2. The Parent Package

Now gift the Group Membership parent package to an existing member. Alternatively sign up as a test user on your site using your newly created package (don't forget to log out of your admin account first.):

Edit the chosen account
bob_member
Apply the new group membership package
bob_member2

Once your member is placed on the Group Membership package, he has access to a new Group Membership configuration screen within his WordPress profile. Here, we're creating a new child membership for a new member Sue.

create_memberships

Once created, Sue's account appears in the parent member's profile:

create_memberships2

3. Group Membership Administration

Groups of members can be controlled and reviewed by navigating to YM --> Members --> Group Membership.

Here we can see our Parent member Bob and his new child member Sue. The child package was created in inherit mode so Sue will inherit the permissions of Bob.

gm_admin

Finished

If you've followed along with this tutorial you should have successfully created both a parent and child package. The use of Group Membership could potentially open up an entire new revenue stream for your site.

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