MemberSync Settings

The plugin section provides detailed explanations of different interfaces, functions, and settings that can be accessed under Setting > MemberSync.

MemberSync Settings gives the following setting options for admin:

Demoted Owners Default User Role

The "Demoted Owners Default User Role" feature allows administrators to choose from a range of user roles when demoting Owners. These roles include:

• Administrator
• Editor
• Author
• Contributor
• Subscriber
• Group Leader
• Customer
• Shop manager

By selecting one of these roles, administrators can determine the level of access, permissions, and responsibilities for demoted Owners within the Team.

Demoted Team Manager Default User Role

The "Demoted Team Manager Default User Role" feature allows administrators to choose a user role that demoted Team Managers will assume when they are no longer in their managerial position. This default role determines their access, permissions, and responsibilities within the Team as a regular Team Member. It ensures a smooth transition for demoted Team Managers while maintaining the Team's structure and functionality. These roles include:

• Administrator
• Editor
• Author
• Contributor
• Subscriber
• Group Leader
• Customer
• Shop manager

CSV upload for user import CSV template

MemberSync simplifies the member invitation process for Team Owners by allowing them to upload a CSV file containing member information. This bulk invitation feature saves Team Owners significant time and effort compared to manually inviting members one by one.

1. Create the default csv file for the whole site so we need to create the Additional fields on WooCommerce > Membership > Profile Fields
2. Go to Settings > Membersync >Settings > CSV upload for user import CSV template. Then download the default import_user.csv file
3. Edit the import_user.csv and add the additional fields using the slug for an exact match as the Header then upload the new csv.
4. On the My Account page go to Agency, pick a Team to add new member, Click Add Member and Download the template csv.
5. Edit and add items accordingly.Please take note that the following fields are required:
   • Email
   • Role The only roles acceptable from Woo Teams are 'member', 'owner', and 'manager'.  The product needs to be binded to the Group in the Team via Synced LearnDash on the products to trigger having the new role of Group Leader. If not then it will default to subscriber/officer.
6. Then upload the file
7. Match the columns and the fields then once satisfied click import 
8. Wait for the upload to finish and then the users should now receive invitations in their email and added to the list

Front-end CSV members import behavior

This feature provides administrators with the flexibility to choose how they want to handle the upload of users via CSV. They can select between two distinct actions: the first option automatically adds the users listed in the CSV file to the system, streamlining the onboarding process. The second option sends invitations to the uploaded users, giving them the choice to join the platform. This allows administrators to tailor the user onboarding process to fit their specific needs or preferences.

Remove data on plugin deletion

The "Remove data on plugin deletion" feature ensures that when you uninstall or delete a plugin, all associated data will be permanently removed from your system. This feature helps maintain system cleanliness, avoids conflicts, and provides a fresh start for future plugin installations. However, it's important to back up any important data before enabling this feature, as the data cannot be recovered once deleted.