A narrower WordPress role for the client's staff
Copy Shop manager into a narrower role for the client's staff, take away what they shouldn't touch, and invite them with it.
- Difficulty
- Advanced
- Time
- about 25 min
The client's staff should handle orders and products on [client site], but not plugins, themes or users. Show me the roles and their capabilities. Make a new role [Shop assistant] copied from Shop manager, remove [the capabilities to remove], and show me the list before and after. Then invite [staff name and email] with that role. Wait for my approvals.
Already connected?
If SAR is already in your AI app, this is enough:
Make a [Shop assistant] role from Shop manager without [capabilities] and invite [person] with it.
What happens
- The AI app reads every role with its capabilities and how many users have each.
- Copying Shop manager into the new role is approved in SAR with your password. Capabilities your own connection lacks are not copied.
- Removing capabilities is approved with your password too, and administrator-level capabilities are flagged for whoever approves. It can be undone.
- Inviting the person waits for your approval. WordPress emails them a link to choose their own password; SAR never sees or sets one.
Approvals involved
Worked out from the tools this recipe uses.
wordpress_list_roles_and_capabilitiesRoles and capabilitiesNonewordpress_clone_roleCopy a roleApproval and passwordwordpress_change_role_capabilitiesChange what a role may doApproval and passwordwordpress_create_userInvite a userDepends on the change
What you get
The client's staff can do their job in wp-admin without reaching plugins, themes or users.
Related recipes
- Agencies · about 20 minA monthly client report from Google Analytics, Search Console, the shop and the work you didBuild a client's monthly report from their own sources, with the changes made on their site that month, ready for you to check and send.
- Agencies · about 20 minUpdate plugins on every connected site with one approvalSee the updates waiting on every WordPress site in an organization, approve one plan, and let SAR update the sites one at a time.
- Agencies · about 15 minA new client onboarded: sources, permissions and a first health checkSwitch to a new client's organization, see which sources are connected and what SAR may do on their site, and get a first list of what needs attention.
Try it on your own site
Install the plugin, add SAR to your AI app and paste the prompt. Free to start.