Support

August 19, 2015 at 3:47 am

Hi there,

Which message type are you editing above? I’m not sure it will work as you expect as you are using:

[RECIPIENT_EMAIL], [SITE_ADMIN_EMAIL], [EVENT_AUTHOR_FORMATTED_EMAIL]

Meaning the same message context is being sent to the Recipient, Admin and Event Author. The recipient has its own ‘context‘ and so this should not be needed.

a) what would be your recommended workflow for my case

It depends on how you want this to work.

I’m assuming these instructors should only be able to access their own events and not all?

b) If there is anyway to “cc:” the event instructors instead of “to:”

Not currently, the messages system is not set up to allow for CC emails.

c) If there is a way for the event instructors to receive the full attendee list automatically either to their email or via logging in to the site wordpress as author or admin users.

They can’t receive a list via email, although they can view a list of registration specific to the event.

If they log into the wp-admin, view Event Espresso and find their event within Event Espresso -> Events, they can view list of registrations for that event by hovering over the event name and click the ‘Registrations’ link that appears – http://take.ms/Ylvto

From there they can export a CSV of all of the registrations for their event – http://take.ms/1YjEv

Is that what your are looking for?

August 19, 2015 at 6:19 am

1. Which is the minimum wp user access I should give to the instructors so that they can access the csv download? Editor? Contributor? Author?

Those are ‘roles’ within WordPress, roles are basically a collection of capabilities. When checking if a user has access to a specific feature you should check if that user has the correct capability rather than a specific role and that’s what Event Espresso does.

So to answer your question, none of those roles have access to Event Espresso, by default only the Administrator role has all of the EE capabilities. However you should NOT provide users with the Administrator role.

2. When I assign an instructor as “Event Author”, do they become the “Event Admin” that the messages system sends email to?

They become the ‘Event Author’ which is what the [EVENT_AUTHOR_FORMATTED_EMAIL] and [EVENT_AUTHOR_EMAIL] parse to and what the Event Admin context uses by default.

The ‘Event Admin’ context is just label for the message and can be sent anywhere. A single message can have multiple contexts, for example the Registration Approved message template has a ‘Registrant’ and ‘Event Admin’ context, which basically means that when that message is triggered it will send the Registrant context, and the Event Admin context.

It depends on which shortcodes you have set in those contexts as to where they go.

3. As you said in your reply, is there a way to get the event admins access only their own events, not all?

This ties into #1.

In a nutshell you need to create a new role, that has the capabilities that you want to give those users, this can be for features within Event Espresso, WordPress or both!

We can put together an example but it also depends on how much access you want to give each user, can they create custom messages or only the events?

Same question for Venues and Categories?

The payment methods will all be the same for all of the events and I’m assuming each user should not have access to change those?

(As you can see there are many options to consider and each site admin may have different requirements)

August 24, 2015 at 1:52 pm

Indeed I wouldn’t give admin role to anybody, which means that only I will be able to access the registrant list any time to any event – there is no way for other users to access this csv download. Correct?

As it currently stands yes. If you are the only Administrator then only you will have access to Event Espresso.

I have created an example of how you can use Capabilities (and custom Roles) to allow access to Event Espresso 4.

Here is a gist which shows how you can create a plugin to add 2 custom roles, ‘Event Organizer’ and ‘Events Manager’

https://gist.github.com/Pebblo/d451bf07cfa3da1b82dd

With a packaged plugin you can install here: http://take.ms/DDkyo

Users with the ‘Event Organizer’ role can view/edit/create their own Events and also view all of the registrations for those events (including exporting a CSV of the registrations)

‘Event Managers’ have full access to all sections of Event Espresso, the role has the same capabilities for Event Espresso as the Administrator however the role is based on a subscriber role, so they have VERY limited access to the WP Admin.

The plugin just adds the 2 custom roles to your site, you can then edit those roles (adding further WP Core capabilities if you prefer) and then assign the role to whichever user you prefer.

You can use a plugin such Members or User Role Editor to edit the roles from within the Dashboard.

Note these roles are intended as examples of how you can set these up and will likely not suit all use cases. I would highly recommend assigning the role to an account, logging into that account and testing this works as you expected 🙂

August 25, 2015 at 7:34 am

if I wanted to allow them to also be able to post on the website blog, is that possible?

It is yes.

Take a look at the WP Core capabilities assigned to a role such as ‘Editor’ then add those same capabilities to the Event Organizer or Events Manager role.

Does that make sense?