Paymattic allows you to assign and manage user roles within WordPress, providing flexibility in controlling user access and permissions based on payments or subscriptions. This article will guide you on how to manage user roles efficiently using Paymattic.
In Paymattic, by default, only the Administrator has permission to access all the forms. However, you can give permission to manage the forms to other user roles.
To learn how to assign or modify the User Roles through Paymattic, follow the steps with the screenshots below –
First, go to go to Settings from the Paymattic Navbar, click the Permission tab from the left sidebar, and all the user roles will appear.
Managing User Roles #
Now, select the roles by clicking the checkbox you want to give access to your users.
For example, I selected the Author, Contributor, Tutor Instructor, and Support Agent roles.
Also, if you want to select all the roles at once, simply click the Check All button.
Once you select the roles, press the Save Settings button to save all the changes.
Paymattic Dashboard Permissions #
This section allows you to control which user roles have access to view the main Paymattic dashboard.
By default, only users with the Administrator role can access the dashboard area. You can use this setting to grant dashboard access to other specific user roles.
To do so, simply check the box next to each user role that you want to give dashboard access to (for example, Editor or Author). This feature is particularly useful if you want to allow certain team members to view reports and statistics without giving them full administrative control to edit forms or change settings. Remember to click the Save Settings button to apply your changes.
This way you can easily manage the user roles through Paymattic!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.
