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Registration Access

Posted: February 11, 2016 at 3:16 pm

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Glen Morrow

February 11, 2016 at 3:16 pm

Hi folks
Hopefully this is an easy one! I have the latest WordPress as of the date of this post, running X Theme, X Child theme, and EE4. We are going to start our event management with free events and so people will register for individual sessions on particular days. So what I want to know is that the person who needs to see the lists of registrations needs this done in the simplest possible way. So can I have the lists automatically export to an Excel sheet somewhere or is there a way in WordPress to give someone access just to the event list in EE4 and nothing else?

Our site if you want to see it is svrc.vic.edu.au


Tony

  • Support Staff

February 12, 2016 at 2:39 am

Hi Glen,

Event Espresso 4 is scattered with capabilities, so yes you could setup either a users role and assign that role to the specific users you wish to view the registrations list in EE (to access the registration list they will be able to view other areas of EE (like the event list etc) but not edit them.

You can export the registration list to CSV, but this would need to be done manually and sent to the user (or you could create a custom function to do that).

Which details do you need in the registration list? One option is to add the [ESPRESSO_EVENT_ATTENDEES] shortcode to the event description for the event, that will list out all of the contacts assigned to the registrations for the event. You can then use a plugin such as members and wrap that shortcode output within member specific shortcodes. So then only logged in users/specific members can view the registration list.

Would that work?


Glen Morrow

February 14, 2016 at 3:56 pm

Hi Tony
I think that setting up a new user with a role that gives them the capability to look at event registrations would be fine. The existing excel spreadsheet we’ve used for these events just has name, school, email and student name on the sheet as fields (columns).

I’m just anticipating the person asking me how she can easily export it out to something like Excel.

So I can set up a new user easily enough but how do I assign capabilities to specific roles in EE4?

Cheers, Glen


Lorenzo Orlando Caum

  • Support Staff

February 14, 2016 at 7:02 pm

Hi Glen,

The capabilities system for Event Espresso 4 can help with that:

https://eventespresso.com/wiki/event-espresso-4-roles-permissions/

This Google sheet has the various capabilities:

https://docs.google.com/spreadsheet/ccc?key=0Al0RhqTD8pDfdEhtcFhLdW9rTFdPOWtrODh3d1QyN1E&usp=sharing

Lets say you wanted a specific user with a specific role (e.g. author) to be able to create and edit their own events. These capabilities would be needed and you could use a free plugin like Members from Justin Tadlock to add the capabilities:

ee_read_event
ee_read_private_events
ee_read_events
ee_edit_event
ee_edit_published_events
ee_edit_private_events
ee_edit_events

They would not be able to edit other events because they do not have access to the following:

ee_edit_others_events

If you wanted to grant the user access to editing events that they have not created, then the above capability would be needed as well.

Generating a registrations CSV report would need these capabilities as well:

ee_read_registration
ee_read_registrations


Lorenzo

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