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The plugin’s main options tab contains the basic default settings for the operation of the plugin.  The first section of the main options is Manage Options and it is divided into four sections:

1. Content
2. New Feature Settings
3. Other Settings
4. Pages
5. Stylesheet

The second section after Manage Options is for selecting any Custom Post Types to be managed by the plugin.

NOTE: For most of these options, if you use a cache plugin, you will need to clear it if you change one of these settings.

Content

This section handles content blocking settings and how that will be displayed.  There will be a setting for each post type that the plugin is set to handle.  By default, this will be Posts and Pages.  However, if custom post types are identified in the Custom Post Types section, those will be added here.

(Keep in mind that not all CPTs function the same, and not all of them behave exactly like posts.  Some CPTs may work well with standard WP-Members settings in the Options tab whereas others may require special handling.)

Content Blocking

This determines the default setting for each post type.  Settings are “block” or “do not block”.  As a default setting, any post of the identified post type will receive this handling if it does not have a specific setting at the post level (set in the post editor window).  [See Managing Content for in-depth information on blocking posts and pages.]

Show Excerpts

This will show any excerpt before the auto excerpt or “read more” tag on a protected post type when the user is not logged in.  Note that this is specifically for the single post view and does not effect post summary pages such as archives or search results. [See Managing Content > Show Excerpts]

Show Login Form / Show Registration Form

By default, the plugin will display a login and registration form in the place of blocked content.  Whether these are displayed or not by default can be managed by post type with these two settings. The default setting at install will display both login and registration on blocked posts and pages instead of the content. Check or uncheck these options based what you want to display or not display.

Auto Excerpt

This setting allows you to automatically define an excerpt for each post type.  When used, the use of the “read more” tag is not necessary, although if the tag is used, the excerpt will take a defined excerpt as a priority over the automatic one.

This setting makes it easy to get up and running, especially on a site that already has existing content to be blocked.  This way you do not need to go through every post and set a “read more” tag.

It is important to note that the length of the Auto Excerpt INCLUDES any additional content in the content that might not show to a user, such as the HTML tags associated with images.  If you have an image in the excerpt, all of the tags will be counted as part of the word count.  It’s not a major deal – just make sure you account for this when setting the length.

New Feature Settings

These are settings that are new and being worked into the plugin as options.  Most often, they will become the plugin’s new defaults or official settings at a future date and time.

See “New Feature Settings” for current options.

Other Settings

This section of settings handles some generic settings such as notifying the admin of new registrations, setting admin approval (moderated registration), and use of CAPTCHA.

Enable Products

This setting enables a special custom post type (CPT) for creating “Membership Products.” Products can serve many purposes and are not necessarily limited to a single construct. They can be used for levels, membership groups, single-page access, etc. They can expire or not expire. When you enable this setting, it adds a “Membership” menu item in the WP Admin Menu. Generally, this menu item will appear below the Comments menu.

Clone Menus

The Clone Menus setting allows the plugin to create menus that display based on a user’s login status. It will create a clone of any menu location in your theme. (NOTE: this clones the menu location, NOT the menu).

Notify Admin

When turned on, the admin will receive an email notification for any new registrations. This is especially helpful when Moderate Registration is turned on.  By default, mail is sent to the admin address specified for the blog found under General > Settings.  If that notification needs to be sent to someone other than the default admin address or needs to be sent to multiple addresses, that can be changed with the wpmem_notify_addr filter.

Moderate Registration

If you wish to approve a registration manually prior to allowing them access to the site, turn on Moderate Registration.  With this turned on, any new users must be approved by a site admin prior to receiving access.  Users can be approved individually via the user detail page. This can be accessed via WP’s admin menu Users > Users or the plugin’s bulk user management screen under Users > WP-Members™.  [See Registration > Moderating Registration for more information]

Account Confirmation Link

This feature sends a new user a confirmation link when they register. They will not be allowed to access the site until they have confirmed their account.

If the user does not confirm the account, the link will expire in 24 hours and the user would have to register again.

IMPORTANT: If you activate this feature on a site with existing users, none of those users will have been marked as confirming their emails.  You can confirm existing users manually in the Users > All Users screen, or there is a code snippet you can use to mark all existing users as confirmed.

IMPORTANT: This feature is not currently compatible with WooCommerce integrations!!

Additional Configuration for Confirmation Link

You must have a user profile page set up with the [wpmem_profile] shortcode and the location of the page set in the plugin’s page settings (See Pages > User Profile URL below).  Without this, the confirmation link will lack the full domain path when added to the email.

It is recommended that you configure the plugin to allow users to create a password at registration. There is no need to send the user’s password via email.  In fact, that capability will eventually be phased out as the Activation Link feature becomes standard in the plugin. To enable a password as part of registration, enable password (and, ideally, confirm password) in the WP-Members Fields tab.

It is recommended that you edit messaging and emails accordingly. The successful registration message should be updated in the Dialogs tab to inform the user that they will receive an email requiring them to activate their account before access. Similarly, the process will automatically include the activation link at the bottom of the new registration email. If you want to customize where the link is placed in the email, use the [confirm_link] shortcode in the email.

Ignore Warning Messages

WP-Members™ has a number of warning messages that it will display in the WP Admin Panel.  Some of these are for WP settings conflicts and others are specific to the plugin.  You can turn the warning messages off with this toggle.

Attribution

This enables the display of a “powered by WP-Members” tag at the end of the registration form.  This is a freely available plugin that is supported solely by users who purchase a support subscription.  If you use the plugin and find it useful, please consider adding the attribution link.

Enable CAPTCHA

Turning this on will include a CAPTCHA in the registration process.  WP-Members™ supports reCAPTCHA version 1 and 2 as well as Really Simple CAPTCHA.  reCAPTCHA requires an API key. Really Simple CAPTCHA requires that the Really Simple CAPTCHA plugin be installed as well.  Please note that while the plugin supports reCAPTCHA version 1, its use has been deprecated by Google and it is only maintained here for legacy purposes (people who have not updated).  New installations should only use version 2.  [See Registration > Using reCAPTCHA]

Note: CAPTCHA is not supported by default on the login forms. If you use a plugin that adds a CAPTCHA to the wp-login.php form, you will need to address that.  If you want to add reCAPTCHA or Really Simple CAPTCHA to the login form, that can be added in using the wpmem_login_form_rows filter and authenticated with the wp_authenticate_user filter (subscriber content examples for reCAPTCHA and Really Simple CAPTCHA).

Pages

This section identifies certain specific pages that can optionally be set up.  These are optional, although recommended.  Keep in mind that these settings merely identify the location of the page so that the proper link can be generated.  These settings DO NOT create the pages or add the specific shortcodes used.  That is up to the user to set up so that you can have them configured the way that you want them and avoids the unpleasant possibility of overwriting something on a page you created that you did not intend to use for this purpose.

Each of the three settings operates the same way using a dropdown selection.

1. No setting is selected by default.
2. If a page is set up with the plugin’s shortcode for this page, it can be selected in the dropdown list.
3. If some outside process is needed/desired for these, a custom URL can be identified by selecting “use custom URL below” from the dropdown selector (see image example).

Login Page

Identifies the location of a specific login page.  The basic install does not make use of this setting, but it may be desired for certain customizations (its location can be retrieved with the API function wpmem_login_url()).  Some of the plugin’s extensions utilize this setting, most specifically the Advanced Options extension.  [See Page Shortcodes]

Register Page URL

Establishes a page specifically for registration. Specifying the URL of your optional Register Page in this field will cause the plugin to add a Register Link to the login form in both the main content area and the sidebar widget.  The page location can be retrieved with the API function wpmem_register_url(). [See Page Shortcodes]

User Profile URL

The User Profile Area is where users on the front end can update their password and registration information.  The Lost Password Reset feature is also maintained on this page.  Specifying the URL of your optional User Profile in this field will cause the plugin to add a Forgot Password Link to the login form in both the main content area and the sidebar widget. Its location can be retrieved by the API function wpmem_profile_url(). [See Page Shortcodes]

Stylesheet

WP-Members has a default stylesheet that it will load. If you have a custom stylesheet, you can identify its location in the “stylesheet” field in the main options. The value you enter must be the complete URL path to the stylesheet. Enter the FULL PATH to the location of your stylesheet.  Test this path in your browser.  If it cannot display when directly browsed to, it will not load when a page loads.

If you have a custom stylesheet but are not sure where to keep it, it should be outside the plugin folder* somewhere that will not be overwritten by upgrades. The general wp-content folder and the wp-content/uploads folder are acceptable, as is somewhere outside of your WordPress instance.

*The exception to this is if you use one of the previously available WP-Members stylesheets. These remain packaged with the plugin for legacy purposes. However, it would be wise to copy them to an outside location in case this ever changes.

Also [See Customizing Forms]

Custom Post Types

The plugin can be configured to handle Custom Post Types by identifying the CPT to the plugin.  This will add the CPT to the plugin’s main Content settings.

Keep in mind that every CPT is different – they are by nature “custom” and not all CPT will behave in a manner that allows WP-Members to handle it the same as a regular post or page.  So selecting a CPT to be handled by the plugin does not guarantee that it will be blocked.  It will depend entirely on the given CPT.  It is for this reason that CPTs are not automatically added to the settings, since we cannot assume that a given CPT will be able to be handled directly by the plugin.

For each CPT, there will be a checkbox option to add it to the WP-Members settings.  Any CPTs selected will be added to the settings for the main Content settings.  Select the CPTs to add and save your changes.

The wpmem_member_links filter hook allows you to filter the links that are shown on the member-area shortcode page when the user is in a logged in state.  By default, this will show a bulleted list of links to update registration data and change password.

You can use this filter to append to this list, create content before or after it, or change it completely.

IMPORTANT: If you choose to change the link list completely, be certain that you are careful to include the links for updating information and changing password in some way in your returned filtered content. Otherwise your users will not be able to access these functions.

add_filter( 'wpmem_member_links', function ( $string ) {

	// Original link output comes in as a $string.
	// You can add to it before or after, 
	// or drop it altogether.

	$string = "<p>Before the original links</p>" . $string;

	$string = $string . "<p>After...</p>";

	return $string;
});

WP-Members provides a number of filters that let you get more control over how the plugin works with your site.  This feature makes this one of the most extensible members/post restriction plugins available.

This page is a complete list of filter hooks available in the plugin (find action hooks on this page).  For specific details about a particular hook, including parameters passed to it, click through for more specific data and links to examples.  Hooks available in new versions indicate the WP-Members version number they were introduced in (which may require you to upgrade if you intend to use the hook).

Note: All WP-Members hooks begin with wpmem_ in order to differentiate them from WP hooks and any other hooks that may be in your theme or other plugins.

Blocking:

• wpmem_settings
• wpmem_regchk
• wpmem_block
• wpmem_block_args
• wpmem_securify
• wpmem_securify_comments
• wpmem_user_has_access

Redirection:

• wpmem_login_redirect
• wpmem_logout_redirect
• wpmem_register_redirect

Content:

• wpmem_auto_excerpt

Dialogs and Messages:

• wpmem_logout_link
• wpmem_login_links_args
• wpmem_login_links
• wpmem_register_links_args
• wpmem_register_links
• wpmem_member_links_args
• wpmem_member_links
• wpmem_restricted_msg
• wpmem_msg_dialog_arr
• wpmem_msg_defaults
• wpmem_msg_dialog
• wpmem_login_failed_args
• wpmem_login_failed
• wpmem_status_msg_args
• wpmem_default_text
• wpmem_product_restricted_msg

Widget:

• widget_title
• wpmem_widget_title
• wpmem_widget_id
• wpmem_login_widget_args
• wpmem_login_widget_form_rows
• wpmem_login_widget_hidden_fields
• wpmem_login_widget_forgot_link_str
• wpmem_login_widget_reg_link_str
• wpmem_login_widget_form
• wpmem_login_widget_login_failed
• wpmem_login_widget_status_args
• wpmem_login_widget_status

Login & Change/Reset Password Form:

• wpmem_login_form_defaults
• wpmem_changepassword_form_defaults
• wpmem_resetpassword_form_defaults
• wpmem_forgotusername_form_defaults
• wpmem_login_form_args
• wpmem_login_form_rows
• wpmem_login_hidden_fields
• wpmem_login_form_buttons
• wpmem_login_form_before
• wpmem_login_form
• wpmem_forgot_link
• wpmem_forgot_link_str
• wpmem_reg_link
• wpmem_reg_link_str
• wpmem_username_link
• wpmem_username_link_str
• wpmem_password_change_error

Register & User Profile Update Form:

• wpmem_fields
• wpmem_register_form_args
• wpmem_reg ister_form_rows
• wpmem_tos_link_txt
• wpmem_recaptcha
• wpmem_register_captcha_row
• wpmem_register_hidden_fields
• wpmem_register_form_buttons
• wpmem_register_heading
• wpmem_user_edit_heading
• wpmem_register_form_before
• wpmem_register_form
• wpmem_captcha
• wpmem_recaptcha_url
• wpmem_recaptcha_score
• wpmem_rs_captcha_folder
• wpmem_rs_captcha_rows

Form Submission:

• wpmem_pre_validate_form
• wpmem_register_data
• wpmem_pwdreset_args
• wpmem_exclude_fields

Email:

• wpmem_email_filter
• wpmem_email_newreg
• wpmem_email_newmod
• wpmem_email_appmod
• wpmem_email_repass
• wpmem_email_notify
• wpmem_email_headers
• wpmem_email_attachments
• wpmem_email_shortcodes
• wpmem_notify_addr
• wpmem_notify_filter
• wpmem_email_send_args

Admin:

• wpmem_admin_tabs
• wpmem_admin_style_list
• wpmem_admin_profile_heading
• wpmem_admin_profile_field
• wpmem_admin_profile_update
• wpmem_admin_{$post_type}_meta_title
• wpmem_export_fields
• wpmem_export_args
• wpmem_user_export_header
• wpmem_user_export_row
• wpmem_dialogs

Miscellaneous:

• wpmem_plugins_file
• wpmem_user_upload_dir
• wpmem_localization_file
• wpmem_localization_dir
• wpmem_dropin_folder
• wpmem_menu_item_visibility

Action Hooks:

• wpmem_pre_init
• wpmem_after_init
• wpmem_get_action
• wpmem_pwd_change
• wpmem_pwd_reset
• wpmem_register_redirect
• wpmem_pre_register_data
• wpmem_post_register_data
• wpmem_pre_update_data
• wpmem_post_update_data
• wpmem_user_activated
• wpmem_pre_admin_init
• wpmem_after_admin_init
• wpmem_admin_do_tab
• wpmem_admin_after_block_meta
• wpmem_admin_block_meta_save

Getting Started

Recommended WordPress Settings

Plugin Settings

• Options

• Fields

• Dialogs

• Emails

Managing Content

• Restricting Posts

• Restricting Pages

• Show Excerpts

• Custom Post Types

Managing Users

Registration

• Choosing Fields

• Create a Registration Page

• Moderating Registration

• Using CAPTCHA

• Turn Off Registration

User Profile Area

Membership Products

Menus

• Individual Menu Items

• Clone Menu Locations

• Login/Logout Menu Link

Customizing Emails

• Set a Custom Email Address

• Custom Email Content

• Email Format

• Email Shortcodes

• Email Troubleshooting

Customizing Forms

• Create a Custom Stylesheet

• Using the WordPress Customizer

• Login Form HTML

• Register Form HTML

• Widget Login Form HTML

Shortcodes

• Pages and Forms

• Login Status

• Fields

• Email

• Other

API Functions

Filter and Action Hooks

FAQs

• Email Troubleshooting

• How to add a shortcode

• How to apply login redirects

• Why can’t users log in?

• Why does reCAPTCHA v3 fail?

• How to prevent registration spam

• Are files protected from download?

• Why do I get a 403 error when I try to update settings?

• How do I use code snippets?

• I have updated {something}, why doesn’t it display when I test?

Demo Videos

How to Request Support

How to Copy Current Settings for Support

What’s on the site?

To begin accessing premium content, register and complete payment. Articles can be found in various ways – looking at categories found in the sidebar menu, viewing the blog, in some cases, such as the Users Guide, related articles will be shown at the end of the content.

When you are not logged in, article titles will indicate whether the content is free for all users, or is members only content.

From the Members Only Code Library:

Filters

• Using Anonymous Functions for Filters and Actions
• Send new user activation link with manual admin approval
• Handling form layout when using a builder plugin
• Customizing form fields in WP-Members 3.1.7
• Change the WordPress new user notification using the wp_mail filter
• Integrating with Easy Digital Downloads
• Do not modify plugin files
• Add a file upload field to attach to admin notification email during registration
• Creating an optgroup tag in a dropdown list
• Make MailChimp subscribe field a hidden field in the WP-Members registration form
• Add Really Simple CAPTCHA to the Login Form
• Creating a login link with redirect back to the original page
• Log in with Email or Username
• Add current password confirmation to change password form
• Add a meta box in the post editor for blocking custom post types
• Blocking Custom Post Types
• Add front end field sorting to the User List
• Move the Username Field in the Registration Form
• Request additional fields on user profile
• Customize form fields based on specific page or post criteria
• Capturing user data with custom hidden fields
• Remove all widgets except the WP-Members login from the sidebar
• Blocking Content from Builder Plugins
• How to restrict categories to a defined user group
• Integrating Really Simple CAPTCHA
• Multiple Selection Checkboxes
• Add a Date of Birth Field with Dropdown Selections for Month, Day, and Year
• Modifying default error messages that are not editable in the dialogs tab
• Reset password with just email
• A random word and number combination for passwords
• Creating menus for different user roles
• Multiple Selection Checkboxes – Add A Section Heading (Advanced)
• Multiple Selection Checkboxes – Add A Section Heading (Basic)
• Add a sortable date user registered column to the Users > All Users page
• Adding WP-Members Columns to the User Admin Panel
• Add a privacy policy or a terms of service in a textarea field
• Automatically block child pages
• Automatically clone theme menu location to display different menus based on login status
• Sidebar status highlight username
• Removing items from the menu based on login status
• Creating menus based on login status – alternate version
• Multiple Selection Checkboxes
• Fighting registration spam with a honey pot
• Dynamic redirect to referrer in login
• Add a first name greeting to the new registration email
• Adding the WP display_name field to the WP-Members user profile update form
• Move form label for checkboxes with a filter
• Add a helpful dialog above the password reset form
• Blocking custom post types
• Create different styles for “success” and “error” messages
• Simple MailChimp merge field example
• Add password and email confirmation to the registration process
• Redirecting WordPress urls for login, logout, and registration
• How to add multiple user levels by category
• Adding user display name to the registration form
• User redirection on logout
• Add section headings to the registration form
• Adding shortcodes to other locations
• Sidebar status filter advanced demo
• Bootstrap sidebar login example for non-Bootstrap themes
• Bootstrap sidebar login
• Using wpmem_block to block a category
• Show optional form fields only on user update
• Customize the reCAPTCHA style
• Remove the login form from completed registration
• User Settings Page
• Bootstrap icons for the login form
• Remove the login form from the main content area
• Easier random password filter
• Sidebar login filter advanced example
• Add an avatar to the sidebar login
• Post restricted message based on specific post/page or group
• Member Links Filter Advanced Demo

Tips & Tricks

• Why you should NOT use do_shortcode()
• Using Anonymous Functions for Filters and Actions
• Handling form layout when using a builder plugin
• Change the WordPress new user notification using the wp_mail filter
• Integrating with Easy Digital Downloads
• Add a file upload field to attach to admin notification email during registration
• Creating an optgroup tag in a dropdown list
• Add Really Simple CAPTCHA to the Login Form
• How to hide posts completely
• Configure the PayPal extension for multi-unit pricing
• Replace the default login and registration forms with buttons
• Create a Child Theme
• Customizing form CSS: Login widget with inline inputs
• Customizing form CSS: Custom login form with side-by-side inputs
• Customizing form CSS: Setting maximum form width
• Customizing form CSS: Adjusting floated form elements
• Login form honey pot
• Make WP-Members fields in the users screen sortable
• Add a datepicker to the registration form
• Add a separator line of text in the registration form (wpmem_register_form_rows version)
• Configure the PayPal extension for multi-tiered pricing
• Customize form fields based on specific page or post criteria
• Remove all widgets except the WP-Members login from the sidebar
• Blocking Content from Builder Plugins
• How to restrict categories to a defined user group
• Confirm password at registration and have password meet specific criteria
• Multiple Selection Checkboxes
• User List profile layout tricks
• Create a Table Style Layout for the User List Extension
• User List layout tricks
• Modifying default error messages that are not editable in the dialogs tab
• Use an invitation code with the PayPal subscription extension
• Multiple Selection Checkboxes – Add A Section Heading (Advanced)
• Multiple Selection Checkboxes – Add A Section Heading (Basic)
• Add a custom tab to the WP-Members admin panel to send test emails to the administrator
• Generic Header Login as a Widget
• Fighting registration spam with a honey pot
• Dynamic redirect to referrer in login
• Working with Genesis: Stylesheet Pack
• Adding the WP display_name field to the WP-Members user profile update form
• Removing line breaks and tabs from generated HTML for easier str_replace
• Email users when a new post is published – opt-in/opt-out version
• Clean up the user profile of unused unwanted fields
• Displaying the post access level when using the PayPal addon
• Utility function to determine if a user registration is pending with the PayPal addon
• Simple registration invite code example
• Email users when a new post is published
• Create different styles for “success” and “error” messages
• Create a wp-members-pluggable.php file so that it is editable in the plugin editor
• Create a sidebar login status and logout link
• Redirecting WordPress urls for login, logout, and registration
• Adding user display name to the registration form
• Use an image in the post restricted message
• Add section headings to the registration form
• Disable the WordPress toolbar
• Displaying sidebar widgets based on login status
• Add a database generated list of values to the registration form as username
• Add a database generated list of values to the registration form
• Adding shortcodes to other locations
• Remove the name# anchor from the ‘more’ link
• Disable RSS feeds
• The functions.php file
• WordPress site management best practices
• Redirect requests to wp-login to a front end login page
• Redirect a logged in user from a landing page
• Setting up a custom WP-Members stylesheet
• Creating menus based on login status
• Creating sidebar content with the logged in/out shortcodes
• Add a country list dropdown to the registration form
• Add links to login and register in the post restricted message
• Generic Header Login
• Show optional form fields only on user update
• Remove the login form from completed registration
• User Settings Page
• Simple MailChimp integration
• Change the WordPress new user registration email to use the WP-Members email
• Remove the login form from the main content area