What Are Roles and How to Assign Them to a Setup?

Roles in QuickBuildWP define user permissions and capabilities specific to a setup. Assigning roles ensures that users have appropriate access to features, modules, and administrative functions. This guide explains what roles are and how to assign them to a setup effectively.

What Are Roles?

Roles are predefined user permission sets that determine what actions users can perform within a specific setup. They control access to various modules, settings, and administrative features. Roles simplify permission management by grouping capabilities under a single identifier.

How to Assign Roles to a Setup?

Follow these steps to assign roles to a setup in QuickBuildWP:

Step 1: Access the Roles Section

1. Navigate to the Setup Page.
2. Find the Roles option located beside the Edit link of your desired setup.
3. Click on Roles to manage or create new roles specific to that setup.

Step 2: Create a New Role

1. Click on the Add New Role button.
2. Specify the Role Name:
   • Enter a unique role name in lowercase letters without any spaces (e.g., content_manager, editor_admin).
3. Add Options (Optional):
   • Use the Options field to define additional parameters for this role in JSON format.
   • Example:

     {
       "can_edit_posts": true,
       "can_manage_users": false
     }

Step 3: Assign Capabilities

1. Use the provided Checkboxes to assign capabilities to this role.
   • Example capabilities: edit_posts, manage_users, view_reports
2. Authorize the Role (Optional):
   • Click the Authorize link to assign all capabilities automatically based on the modules enabled for this setup.
   • This ensures that the role receives all relevant permissions without manual selection.

Step 4: Assign the Role to a User

1. Create a New User:
   • Navigate to User Management and Add New User.
   • Fill in the user details and assign the created role from the dropdown list.
2. Login as the New User:
   • The new user can now log in using their credentials.
   • After logging in, they will see the Setup options relevant to their assigned role.

Best Practices for Role Management

• Use Descriptive Names: Role names should clearly indicate their purpose.
• Assign Minimum Permissions: Follow the principle of least privilege to enhance security.
• Review and Update Regularly: Periodically review roles and permissions as your project evolves.

By following these steps, you can efficiently manage and assign roles in QuickBuildWP, ensuring that your setup remains secure, organized, and user-friendly.