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Set Up An Event With Limited Access & Capabilities For Designated User

Posted: January 20, 2020 at 9:07 pm


UPC

January 20, 2020 at 9:07 pm

We operate 15+ summer day camps, each run by a Camp Director. The Camp Directors usually have very minimal experience with technology, and since their time is 100% volunteer, I want to make sure everything is as simple and streamlined as possible. All the events will be created by me. I only need them to be able to do/view the following tasks/info (and only for the single event assigned to them):

    View their registration list
    Export a CSV file of their registration list
    View the details of an individual registration
    Send a payment reminder to a registrant
    Send event-related BATCH emails to all their registrants
    Limit their BATCH message to a single template option created for their specific event
    Their BATCH message should automatically populate the “FROM” field with their WP user email address

To this end, I have created a custom role named Camp Director (using Justin Tadlock’s Members plugin). I have assigned it the following capabilities:

GRANTED:

    “Read” (for WP dashboard and Profile access)
    “ee_read_ee”
    “ee_read_messages”
    “ee_read_registrations”
    “ee_send_messages”

DENIED: no permissions explicitly denied

Questions:
Does this look correct?
What other caps do I need to grant or deny?
Once I have configured the event, how do I enable their access to perform the tasks listed above?

Β 


Tony

  • Support Staff

January 21, 2020 at 5:45 am

Hi there,

Does this look correct?

In short, no, the above list doesn’t look like it would cover all the capabilities for the access you require.

What other caps do I need to grant or deny?

There are far too many to list here and it depends on the specific sections you want users to have access to and the specific features within those sections.

I’ve previously created an example plugin that adds 2 roles to your site:

Event Organizer – this role only has access to events it is set as the event author on.

Event Manager – this has full access to Event Espresso, but not the rest of your admin dashboard.

Rather than starting from the bottom up with your capabilities I recommend taking a look at the Events Organizer role and dropping capabilities you don’t want the users to have from that:

https://monosnap.com/file/qUKeT73ASIAzTRUNX6Hlb1J59vMWgz

Once I have configured the event, how do I enable their access to perform the tasks listed above?

For it to work you’ll need to set them as the event author, the access is granted based on the capabilities of the user account so you don’t set anything else up other than the caps and setting them as the author.

A couple of notes from your requirements:

Limit their BATCH message to a single template option created for their specific event

This isn’t something we have available currently, at least not without custom development.

Their BATCH message should automatically populate the β€œFROM” field with their WP user email address

You can use the event author shortcodes in the Batch email to do this automatically as long as you obviously set the user as the author.

I can give you more details on how to do this but I’m guessing you’ll likely want the role working correctly first?


UPC

January 21, 2020 at 1:44 pm

Thank you Tony!. (and thank you for your help on my support post last month)
I downloaded your example plugin a few days ago, but it seemed to still offer too many caps. Having learned more since then, I will try it again this evening and reply with my results.
BTW: How long will this support thread remain open?


Tony

  • Support Staff

January 21, 2020 at 4:03 pm

Thank you Tony!. (and thank you for your help on my support post last month)

You’re most welcome πŸ™‚

I downloaded your example plugin a few days ago, but it seemed to still offer too many caps. Having learned more since then, I will try it again this evening and reply with my results.

Yeah those example roles do have more caps than you need, but its easier to play around removing caps to see what is removed than it is to find them, add them, test them etc (that’s what I meant by not working from the bottom up).

BTW: How long will this support thread remain open?

Threads automatically close after 2 weeks of no activity.

We don’t manually close threads unless it’s very obvious the thread is finished or until the user asks for it to be closed this will remain open for at least that amount of time. If any of your threads close before you get a chance to reply simply start another and we can merge them together if need be.


UPC

January 31, 2020 at 9:30 pm

This worked great Tony. It took a little bit of trial-and-error, but I learned many other things during the process. My target user role ended up with only 12 capabilities.

For those interested in creating a user role like the one I needed, here are the capabilities I granted:

    β€’ Read
    β€’ ee_edit_checkin
    β€’ ee_edit_contact
    β€’ ee_read_checkin
    β€’ ee_read_checkins
    β€’ ee_read_contact
    β€’ ee_read_ee
    β€’ ee_read_event
    β€’ ee_read_events
    β€’ ee_read_registration
    β€’ ee_read_registrations
    β€’ ee_send_message

Thanks again!


UPC

February 1, 2020 at 1:59 pm

Oops. I forgot that I also made the following changes…

    β€’ In Members plugin settings, I enabled “Allow users to be assigned more than a single role
    β€’ Disabled all capabilities in Author role (My users don’t need to actually create anything on my registration site. This may be different for you, so adjust your capabilities accordingly.)
    β€’ Edited each user account to enable both the Author role, and my custom role. (EE needs to see the Author role attached to the user before it will let that user be assigned as the author for an event)

Thanks again!


UPC

February 1, 2020 at 4:16 pm

Correction: Author role must have “Read” capability enabled in order to export registration CSV, and also for “Registrations” to appear when hovering over Event listing.


Tony

  • Support Staff

February 3, 2020 at 3:41 am

Thanks for sharing your solution and I’m glad you got it working πŸ™‚

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Updated by  Tony 1 week, 6 days ago ago

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