EffectIO WP Fusion - User Roles Addon 1.2.2

Description:

The WP Fusion User Roles Addon connects CRM tags with WordPress user roles. Its purpose is to keep the two sides in step: a tag held in your CRM can be linked to a role in WordPress, and a role held in WordPress can be linked back to tags in your CRM. Once that link exists, changes on one side are carried over to the other without anyone having to edit user accounts by hand.

The first direction runs from the CRM to WordPress. When a tag is modified, the addon sets the linked user role automatically. A tag that is linked to a role acts as the trigger, so modifying that tag in the CRM results in the matching role being applied to the WordPress user. The role is set as part of the tag modification, so no separate step is needed on the WordPress side. This means the role a person holds on the site follows the tag state recorded in the CRM.

The second direction runs from WordPress to the CRM. The addon also applies tags based on user role changes. When a user's role changes in WordPress, the corresponding tags are applied in the CRM. A role change on the site is the starting point, and the tags linked to that role are then applied in the CRM. The link therefore works both ways: tags drive roles, and roles drive tags. Because both directions are covered, the tag data in the CRM and the role data in WordPress can reflect each other.

The addon is aimed at people who run WordPress sites with WP Fusion and manage their contacts through a CRM. If you already organize contacts with tags and organize site users with roles, the addon ties those two systems together. It suits site owners who want role assignments to follow CRM activity and CRM tags to follow role changes, using the link between a tag and a role as the basis for both.

Main Features of WP Fusion – User Roles Addon:

• Link a CRM tag with a WordPress user role.
• Automatically set WordPress user roles when CRM tags are modified.
• Apply CRM tags based on WordPress user role changes.
• Keep user roles and CRM tags connected so a change on one side updates the other.

EffectIO members receive updates through the managed update channel. Install the EffectIO Connect plugin on your site and it handles activation, updates and licensing automatically.

Need a dashboard view of all your EffectIO assets? The EffectIO Dashboard shows what is installed, what is licensed, and what has an update available.

The 1.2.2 version stays on this update channel for the subscription year.